Looking for a smarter way to organize and report on child-specific details? The Listing Tool is your go-to solution! This customizable form allows you to design reports tailored exclusively to children's profiles, focusing on critical information like personal details, dietary needs, contacts, and more. While it doesn’t track attendance or activities, it provides a streamlined way to manage profiling information that matters most. Say goodbye to generic solutions and hello to a tool designed with precision and purpose! 💡✨

While the Listing Tool is available on both the portal and the app, creation and editing are limited to the portal. On the app, users have read-only access with the ability to view and download lists that have been created and saved on the portal.

Therefore, throughout this guide, whenever aspects related to navigation and downloading are discussed, we will highlight the differences between the app and the portal. However, the portal will serve as the primary platform for this guide, as it offers a more comprehensive set of features. Let's get started!

Follow these quick steps to access the List Tool directly from the app:

Once you've accessed the List Tool, you'll be taken to the General List View:

Use the General List View to quickly access and manage your most essential data.

To Download the List

To Share the List

🎉 Bonus Tip: Sharing is perfect for keeping everyone on the same page—whether it’s a parent, colleague, or team member.

In the sections below, we’ll delve into:

Creating a custom list is a breeze! Follow these steps to design and personalize your list effortlessly:

Before adding data, take a moment to understand the filtering options located in the left column of the screen. These filters help you refine and structure your list for easy access and accuracy.

The Child Statuses filter is a powerful tool to categorize and refine your lists based on a child's enrollment status.

Steps to select a status

Here’s a breakdown of each status, its meaning, and examples of how you can use it:

Definition:
Children who are actively enrolled and regularly attending your institution.

Example of a List Using This Filter:

Definition:
Children who were previously enrolled but have since left the institution.

Example of a List Using This Filter:

Definition:
Children who are not yet enrolled but are scheduled to start in the future.

Example of a List Using This Filter:

⚠️ Note : Keep None Selected (Default)

The Children Filter field is helpful when you want to create a list for a specific group of children. Follow these simple steps to customize your list:

📌 Objective: Create a list of current students with specific allergies to assist in meal planning and ensure their safety.

📌 Objective: Generate a list of all students who are about to join and will attend the orientation event and group activities.

📌 Objective: Maintain a list of students who have withdrawn from a certain classroom or program and need follow-up communication for feedback or surveys.

This type of combined filtering is perfect for creating lists such as:

The names of children available in the Children Filter depend on whether you’ve narrowed your search by specific Child Statuses.

Definition
The Rooms or Classrooms filter lets you include all children associated with a specific room or group in your list. This is perfect for generating lists based on predefined categories, such as classrooms, activity groups, or designated locations.

The purpose of this filter is to streamline list creation by pulling all children associated with a particular room or activity. This eliminates the need to manually select individual children and ensures group consistency.

When you apply multiple filters like Room, Group, and Specific Children, the result is not an accumulation of all selected children. Instead, the list narrows the results to include only those children who satisfy all the selected criteria at the same time.

When these filters are used together, the system generates a list of children who:

The Enrollment Filter is a tool for refining lists based on children’s enrollment periods and statuses. It allows you to determine which children had an active or upcoming enrollment during a specific time frame while automatically excluding those who do not meet\

The Age Group Filter helps you refine your list to include children within a specific age range. This filter works by allowing you to set age limits, either older than or younger than a certain number of years and months.

The Gender Filter allows you to refine your list based on the gender of the children. This is a straightforward feature with easy-to-use options:

The Contact Information Filter allows users to refine lists based on the availability of specific contact details for children. This helps quickly identify records with missing or available contact fields such as email, phone, mobile, address, or relationship type.

The Contact Information Filter operates using an "OR" logic, not "AND."

This flexibility allows users to refine searches based on specific needs while ensuring that results meet the set criteria.

✅ Email – Filters based on whether an email is listed in the child's contacts.
✅ Phone – Checks if a landline number is provided.
✅ Mobile – Filters based on the presence of a mobile number.
✅ Address – Identifies records with or without an address.
✅ Relationship – Unlike the others, this is a dropdown selection where users choose a specific relationship type (e.g., Mother, Father, Sister, etc.).

Filters Applied:

Result:
This will return a list of children whose contacts only have a mobile number recorded but are missing an email, landline phone, and address.

When to Use:
✔️ Ensuring all required contact fields are complete before an emergency.
✔️ Sending SMS notifications to guardians without other contact details.

Filters Applied:

Result:
The list will show children who have at least an email and a landline phone number recorded, but their mobile and address information is ignored.

When to Use:
✔️ Sending email or phone-based communication without worrying about mobile numbers.
✔️ Ensuring that every guardian has at least one main form of contact on file.

Filters Applied:

Result:
The filter will show a list of children who have a mother listed as a contact but do not have a phone or mobile number recorded.

When to Use:
✔️ Verifying that emergency contacts (like a mother) have valid phone numbers.
✔️ Identifying missing key contact information that needs to be updated.

Filters Applied:

Result:
This will only show children whose contact details are fully complete, meaning they have an email, phone, mobile number, and address recorded.

When to Use:
✔️ Creating a complete list of children whose contacts are fully updated.
✔️ Ensuring no missing contact details before sending out important communication.

✔️ Flexible filtering allows users to refine searches based on what is needed or missing.
✔️ "OR" logic ensures broader results, capturing more relevant data.
✔️ Helps maintain accurate and updated contact records for parents, guardians, and emergency contacts.

The Contact Relationship Filter helps refine lists based on specific relationship details in a child’s profile. It works similarly to the Contact Information Filter but focuses on custody and emergency contact details.

This filter operates with two main fields, each offering Yes, No, or Empty (Null) selection options to refine results based on relationship data.

1️⃣ Has Custody Information

2️⃣ Is Emergency Contact

✅ Yes

❌ No

⚪ Empty (Null)

📍 Example 1: Creating a List of Children With Custody Agreements on File

📍 Example 2: Identifying Children Without Recorded Household Information

📍 Example 3: Sending Notices to All Children, Regardless of Custody or Emergency Contact Information

The Health Information Filter works similarly to the Contact Information Filter, enabling you to refine lists based on specific health-related details in children’s profiles. Each field operates using the Yes, No, or Empty (Null) logic to provide precise filtering options.