Using Filters to Find and Manage Students

Edited

Welcome to our guide on using filters in the Manage > Students section! Filters are a powerful tool that helps administrators efficiently find, manage, communicate with, and export information for specific student groups. In this article, we’ll explore why filters matter, how to apply them, and some best practices to make the most of this feature.

Why Filters Matter

Using filters is essential for several reasons:

  • Work efficiently with large student lists

  • Target communication accurately

  • Generate precise reports and exports

  • Reduce manual searching

Applying Filters

To apply filters, follow these simple steps:

  1. Go to Manage > Students.

  2. Select a school or school level.

  3. Use one or more filter categories to narrow your results.

Remember, filters remain active when sending emails or running exports, making it easier to manage your tasks.

Common Filter Types

The available filters may vary based on Student Mode and permissions. Here are some common filter types you can use:

  • Compliance status

  • Form completion

  • Payment status

  • Physical or concussion status

  • Custom clearances

  • Enrollment status

  • Medical conditions

  • Countdowns

  • Groups, sports, or activities

Additional Filter Options

You can also filter by:

  • Student name, ID, or email

  • Sex

  • Grade or graduating class

  • Sport or activity (mode-specific)

Important Notes

Keep these important notes in mind when using filters:

  • Filters can be combined across categories.

  • Only one option per filter category can be selected (with limited exceptions).

  • Always confirm the active mode before filtering.

Best Practices

To maximize the effectiveness of filters, consider these best practices:

  • Apply filters before sending mass emails or exporting data.

  • Clear filters when switching tasks.

  • Use filters to identify issues before they become problems.

Related Articles

For more information, check out these related articles:

We hope this guide helps you navigate the filtering options in Manage > Students with ease. Happy managing!