The All-Children Report

The All-Children Report now has some additional capabilities.

Setup:

To set this up, it is imperative that, in the Configuration => Roles Within Family, you have various roles for adults and/or parents, and for children. Then, it is also imperative that each person, whether child or adult, to appear on the report, must have an assigned role within family.

List:

With that setup work done, you may now go to Registration -> All children. Here you’ll see a screen that lets you select one or more grade levels (Bet, Gimel, for example, which many temples use for 2nd grade and 3rd grade, respectively). In addition, if you have other distinctions, expressed as member attributes, such as Virtual class, or 4:15 pm session, you may make those selections in conjunction with the grade levels.

After making your selections and using the Submit button, you’ll see a list. The list contains the names of the children, the grade levels, and the family code. You’ll see that the family code is a link, that takes you directly into the family record. That would be handy if you want to change the child’s record — a class, or an attribute, for example. Looking farther to the right, you’ll see the parents’ names, cell phones, and email addresses.

Export:

Immediately below the list, you’ll see a button to export that list to a spreadsheet. There are two additional fields on the spreadsheet that do not appear on the screen:

  • The attributes mentioned in the previous paragraph, and the mailing address of the family.
  • The family’s mailing address

Email:

Below the export button, you’ll then see an area which you can use to email the parents. Note that, regardless of the number of times the parent email address appears in the list, the email list has each email address only once. From here, you can compose an email, and optionally include an attachment.

To see a video on the all-children report, please use this link.

All-Children Report
The All-Children Report

End-of-school-year Promotion

If you track your religious school enrollment within ShalomCloud, you can now take advantage of the end-of-school-year promotion process.

In order to use this action, you’d want to make sure that your grade levels are set up. One typical example would be 1 = Alef, 2 = Bet, 3 = Gimel, etc. You’d want to ensure, above all, that the grade levels are numeric and consecutive.

We typically upload your current student population during the conversion process, rather than your having to enter them student by student.

With those setup items complete, to run the end-of-school-year promotion process, you’d go to Maintenance => Promote to next grade level. The system does pause to confirm that you want to take this action. If you reply OK, you’ll see a screen, with each student’s new grade level, and any errors that occurred.

Here’s a video illustrating the end to end promotion process.