There are many ways to filter Enrollees/Enrollments. The best way is on the Enrollees Table. Select the Enrollments option at the top to be able to filter.
Show or Hide Columns
Head to the Enrollees (of Student/Child) page and click on the Columns button. This allows you to show or hide certain columns.
You can check fields in the following categories:
Enrollment
Enrollee
Account
Account Holder
Program Options
The fields checked are the ones that show up in your Enrollee Table.
Reorder Fields
You can also reorder the Fields to your liking in the same window as you show/hide columns. Drag and drop the fields in the order you prefer.
Filter By Columns
Once you've chosen which columns appear on your table, you can filter your Enrollees based on those column fields. Click on Filter at the top left of the table.
A window showing the columns you selected to show will come up. You can filter Enrollees by entering values in the fields you select. Once you're done filtering, you will see on the Enrollee Table that the Enrollees will now be filtered by the selected field (s). You will see the filter pop up beside the Filter button.
You can click the "Program Name" button to sort further by grouping Programs together. The filter will stay until you click the X to close it.
And/Or Logic
To assist you in finding the data you are searching for we have added the ability to have and/or logic with Tags and multi-select custom fields on the Enrollees Table. This means you can filter the table to only show rows that have ALL of the Tags selected, or you can show the rows that have AT LEAST ONE of the Tags selected.
When you open the filters and select more than one Tag or multi-select value a box will display underneath your selection asking which form of logic you want. The default is 'OR' which is how the filter was working before this change.
NOTE: The And/Or Logic will work on Enrollment Tags, Account Tags, and Enrollee Tags.
The chip displaying the applied filter will also show an icon of what type of logic you selected.
Create a Saved View
To create a Saved View, follow the steps below.
Click the Columns button and make sure to Show / Hide and Reorder the data columns for the view you want. Then click Done.
Please note that you can currently only select up to 30 columns at a time.
Click the Filter button and apply filters to the dataset.
Please note that you can apply filters, columns, or both. Any single modification to the dataset will create a View.
Click the Views button and the Save View button at the bottom of the drawer that slides over. Give your View a name and click Save.
How to use a Saved View
You can create as many Saved Views as you need. To load a Saved View, click the Views button and select the Saved View you want.
