Enrollee list report

This report shows the list of students enrolled in a daycare program, and includes enrollee details such as name, age, gender, and other optional details such as emergency contact information, customer and staff notes, and payment information.

The Enrollee List is similar to the Roster, except that the roster provides a daily list of enrollees for each day specified, while the Enrollee List only provides one general list of all enrollees without specifying the dates when they are attending.

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Filters

Options

Save Report Definition

Location

Reports > Daycare Reports > Enrollee List

Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Form Definitions page, where you can select a previously saved report definition.

The following fields are available on the Enrollee List page:

Name of Field	Type	Description
Filters
Report Filter	Hyperlink	The following filters are available on the Enrollee List page: Daycare Program Type, Program, Department, Category, Session, Geographic Area, Custom Question Answer, and Daycare Fee. Click the Report Filter link to learn more about reports and their filters.
Sort by Filter	Dropdown list	The following filters are available on the Roster page: Customer Name and Age + Customer Name. Click the Report Filter link to learn more about reports and their filters.
Options
Residency	Dropdown list	Include enrollees on the list based on their residency status: Active Residents (have current residency status) Non-Residents (do not have residency status) Expired Residents (have residency status, but it has expired) All Customers
Status	Dropdown list	Filter the report based on the status of the daycare program.
Optional Field 1, 2, 3 and 4	Dropdown list	Option to display up to 4 optional customer detail fields on the roster, as selected from the following: Cell Phone, Customer #, Date of Birth (DOB), Email, 1st Emergency Contact (Name), 1st Emergency Contact (Name, Phone), 1st Emergency Contact (Name, Phone, Relation), 2nd Emergency Contact (Name), 2nd Emergency Contact (Name, Phone), 2nd Emergency Contact ( Name, Phone, Relation), Home Phone, Other Phone, Pager, Payer's Name and Work Phone.
Customer Name Format	Dropdown list	Display format of the customer name, as selected from either Lastname, Firstname or Firstname Lastname.
Include Check In Notes?	Checkbox	Option to include the check in notes on the Enrollee List. Check in notes can be added when a student is checked in for a session.
Show Authorized Pick Ups	Dropdown list	Option to show the list of people who are authorized to pick up the student, as selected from a predefined list. The options are: "No", "Name only", "Name, phone", "Name, family role", and "Name, address, phone, family role".
Show Charges for Customer?	Checkbox	Option to show the daycare fees charged to the customer.
Include Customer Notes?	Checkbox	Option to include customer notes on the Enrollee List. Customer notes are general notes that entered on the customer record (for example: customer preferences).
Include General Alert Notes?	Checkbox	Option to include general alert notes on the Enrollee List. General alert notes are alert notes for agency staff that entered on the customer record (for example: Do not accept checks from this customer).
Include Medical Alert Notes?	Checkbox	Option to include medical alert notes on the Enrollee List. Medical alert notes are medical notes for agency staff that entered on the customer record (for example: Customer allergies or medication).
Show Customer Skill?	Checkbox	Option to include customer skills on the Enrollee List. If this option is selected, skills that are attached to both the program and the customer will be included in the report.
Show All Activity Custom Questions?	Checkbox	Option to include custom questions and the customers' answers on the Enrollee List. Custom questions are attached to daycare programs and are asked during registration.
Show Specific Custom Questions	Hyperlink	Option to include specific custom questions in the report. Clicking this link opens the Custom Questions page where customs questions can be selected.
In the Custom Question Text to Print dropdown list, select which text to display on the report: Full Question, OR Title Only
Show Incomplete Waivers Only?	Checkbox	Option to only include customers who have incomplete waivers. Waivers are attached to daycare programs and are normally required to complete daycare registration.
Include Staff's Transaction Notes?	Checkbox	Option to include agency staff's transaction notes on the Enrollee List. Staff transaction notes are added during daycare registration.
Include Customer's Transaction Notes?	Checkbox	Option to include customer's transaction notes on the Enrollee List. Customer transaction notes are added during daycare registration.
Show Total Balance?	Checkbox	Option to show the customer's payment balance on the Enrollee List.
Show Past Due	Checkbox	Option to show the past due balance.
Show Payer Names?	Checkbox	Option to include the names of the payers who paid for the daycare registration.
Show Customer Alternate Keys?	Checkbox	Option to include alternate keys and information relating to the alternate keys in the report.
Show Customer Pass Numbers?	Checkbox	Option to include customer pass numbers and information relating to customer pass numbers in this report.
Include Head of Household?	Checkbox	Option to include the head of household in the report.
Use Head of Household Contact Information?	Checkbox	Option to include the head of household's contact information in the report.
Include Transaction Date?	Checkbox	Option to include the transaction date in the report.
Enrollment Status	Dropdown list	Option to include enrollees on the list based on their enrollment status, as selected from either Roster - all current enrollees, Waitlist - all current waitlist entries or All - Both enrollees and waitlist entries.
Output type	Dropdown list	The output type or format of the report, as selected from a predefined list. The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.
Save Report Definition
Report Title	Text	Option to save the report definition for later use. Click the Report Filter link to learn more about report definitions.