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How to Create a Smart List

R
Written by Rawan Mhanna
Updated over a week ago

Smart Lists - How to Create a Smart List

  1. Go to " Reports & Forms" in the Left Side Menu

2. Select "Smart lists"

3. Click on "Create"

4. Add a Name to the List

5. Select the Status to Track Current, Upcoming, Withdrawn, or all 3

6. You can Select Children Individually

7. You can Filter by Classroom

8. You can Filter by Groups

9. You can Filter by Date of Enrollment by Choosing All times, For Past, or Date Range to Add a Custom Range

10. You can Filter by Age by Adding Older than and Younger than Specific Ages

11. You can filter by Gender by Choosing Both, Male, or Female

12. You can Filter by Children's Contact Information Availability

13. You can Filter by Children's Contact Relationship Availability

14. You can Filter by Children's Health Information Availability

15. You are able to Customize what the Table will Display by Clicking on Add Column

16. The List can be Downloaded as PDF, Excel or as Report Cards, by Clicking on Download

17. Click on "Save" to Save the List

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