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Report Example - New Families

A sample report to help identify and return only the new families that have students enrolled in the next school year, but not the current school year.

The key to this report is using the Advanced Filtering option of a custom report.  For some background on this, see Filter Reports Like a Pro.

Which Report?

In this example, we will use the Families Report.  This report is will return application data for a family application and that's what we will use.  This is different than a User report on students, which can provide similar results with student name and Academic Level.  The User Report will NOT return information from the Family Application, but only application data for a Student Application (new students to the school from current families).

Families Report

Select Families, then Active Status before you create your Advanced Filters.  The Application: Date Approved can be used to limit the date range of your applications, but the main filters to use are the Application: Status is Equal to "Approved" and the Application: School Year is Equal to "2026-2027".

 

The output of the report is up to you, but this is an example of what you could use.   In this report, the Application: Date Approved column and other Application columns will return data from the Family Application.