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Replicating Legacy Reports in LineLeader Enroll
Replicating Legacy Reports in LineLeader Enroll

Nearly every report in the legacy system is a standard report in LL Enroll or can be replicated. Here are the click-by-click instructions.

Teddy Hook avatar
Written by Teddy Hook
Updated over a year ago

The following reports can be found in LineLeader Enroll on the Standard Reports tab:

LEGACY REPORT NAME

LineLeader Enroll STANDARD REPORT NAME

STANDARD REPORT SUB-CATEGORY

Completed Tasks & Events

Completed Tasks

Task Reports

Conversion Success

Conversion Success

Conversion Reports

Conversion Timing

Conversion Timing

Conversion Reports

Current Opportunities

Current Families

Family Reports

FTE & Revenue Pipeline

Estimated Revenue

Marketing Reports

Lead List

Guardian List

Family Reports

Lost Opportunity

Lost Opportunity

Family Reports

Scheduled Tasks

Scheduled Tasks

Task Reports

Source of Leads

Marketing Source

Marketing Reports

Stalled Opportunities

Stalled Families

Family Reports

Tours & Meetings

Tours & Meetings

Task Reports

Trend Tracking

Trend Tracking

Family Reports

Wait List

Wait List

Family Reports

Reports not listed above may be found below. Reports are listed in alphabetical order.

If you are not very familiar with the report interface controls, click the HELP button in the upper right for guidance.

This page is a work in progress; if you need to replicate a legacy report that you don't see on this page, you can email product@childcarecrm.com to get the replication steps you need.

Child Status Tracking

Detail View:

  1. Click Reports > Custom > Family & Status

  2. (Optional, if prompted: select an "Only return data when" field and date range)

  3. Unclick Select All

  4. Click to select the following fields, skipping any you don't want, then clicking VIEW:

    1. Child Actual Start Date

    2. Child Birthdate

    3. Child Birthdate is Estimated

    4. Child Expected Start Date

    5. Child Name

    6. Child Withdrawn Date

    7. Class

    8. Guardian Name

    9. Location Name

    10. Prior Status

    11. Status

    12. Status Date

  5. Click Add Filter > Child Name > NEXT > uncheck the first entry (a comma without a first or last name) > APPLY

  6. Optional: drag columns in this order:

    1. Location Name

    2. Prior Status

    3. Status

    4. Status Date

    5. Child Name

    6. Child Birthdate

    7. Child Birthdate is Estimated

    8. Child Expected Start Date

    9. Child Actual Start Date

    10. Child Withdrawn Date

    11. Class

    12. Guardian Name

  7. Optional: Click the Fields button to add or remove fields

  8. Optional: Click the Add Filter button to add more filters

  9. Optional: Click Save, name the report “Child Status Tracking Detail” or something similar, and save it. You’ll find it under “My Saved Reports” on the Custom Reports tab.

Summary View:

  1. Click Reports > Custom > Family & Status

  2. (Optional, if prompted: select an "Only return data when" field and date range)

  3. Unclick Select All

  4. Click to select the following fields, then clicking VIEW:

    1. Child Name

    2. Location Name

    3. Status

  5. Click Options > Show grand totals > Classic form > APPLY

  6. Click Fields

  7. Drag Status from the Row box to the Column box

  8. Drag Child Name from the Row box to the Report Filters box

  9. Drag Child Name from the All Fields box to the Values box; it will become "Count of Child Name" automatically

  10. Click APPLY

  11. Click the blue CHILD NAME: All oval > uncheck the first entry (a comma without a first or last name) > APPLY

  12. Optional: Click the Fields button, drag more fields to the Report Filters box, click APPLY, and click their blue ovals to filter on more fields.

  13. Optional: Click Save, name the report “Child Status Tracking Summary” or something similar, and save it. You’ll find it under “My Saved Reports” on the Custom Reports tab.

Map View:

Sorry, LineLeader Enroll doesn't support map view at this time.

Duplicate Check - Child

  1. Click Reports > Custom > Family & Status data source.

  2. Click "Fields" (in the upper right) and uncheck "Select All".

  3. Check "Location Name", "Guardian Name", "Address", "Child Name", "Email", and "Phone Number". Click "Apply".

  4. Click "Options" (in the upper right) and click the "Compact Form" layout. Click "Apply".

  5. Click "Fields". Drag "Child Name" from the "All Fields" box to the "Values" box. (It will become "Count of Child Name"--that's okay.)

  6. In the Rows box, click and drag "Child Name" up so that it's in between "Location Name" and "Guardian Name". Click "Apply".

  7. Put your mouse over "Total Count of Child Name". A blue arrow will appear. Click it once to sort in descending order.

Now you can click each location name once to see how many records there are for each child at that location. If the number is "2" or more, double-click the number to see a table showing all the records. You can double-click each record to open that family's Family Hub page.

If you want to add more fields to the table showing all the records, click "Fields" and drag the desired fields from the All Fields box to the Rows box.

If you want to add filters, click "Fields" and drag the desired fields from the All Fields box to the Report Filters box. (Note that you cannot have the same field in the Report Filters box and the Rows box.) Then click "Apply". You'll see a blue button with that field name--click it to open the filters.

Once the report is designed the way you want, click the "Save" button in the upper left and give it a name you'll remember. You'll find it under "My Saved Reports" on the Custom Reports page near the bottom left of the screen.

Duplicate Check - Lead

  1. Click Reports > Custom > Guardian data source.

  2. Click "Fields" (in the upper right) and uncheck "Select All".

  3. Check "Location Name", "Guardian Name", "Primary Guardian Address", "Primary Guardian Phone", "Primary Guardian Email". Click "Apply".

  4. Click "Options" (in the upper right) and click the "Compact Form" layout. Click "Apply".

  5. Click "Fields". Drag "Guardian Name" from the "All Fields" box to the "Values" box. (It will become "Count of Guardian Name"--that's okay.) Click "Apply".

  6. Put your mouse over "Total Count of Guardian Name". A blue arrow will appear. Click it once to sort in descending order.

Now you can click each location name once to see how many records there are for each guardian at that location. If the number is "2" or more, double-click the number to see a table showing all the records. You can double-click each record to open that family's Family Hub page.

If you want to add more fields to the table showing all the records, click "Fields" and drag the desired fields from the All Fields box to the Rows box.

If you want to add filters, click "Fields" and drag the desired fields from the All Fields box to the Report Filters box. (Note that you cannot have the same field in the Report Filters box and the Rows box.) Then click "Apply". You'll see a blue button with that field name--click it to open the filters.

Once the report is designed the way you want, click the "Save" button in the upper left and give it a name you'll remember. You'll find it under "My Saved Reports" on the Custom Reports page near the bottom left of the screen.

Lead Child Export

The legacy Lead Child Export report was essentially a build-your-own-report where you had the option to add virtually any lead field or child field you wanted to your results. You have the same flexibility in LineLeader Enroll.

  1. Click Reports > Custom > All Family Data.

  2. (Optional) If you are asked to provide “Only return data when” data, choose a date field and date range. Or clear the date range to pull data for all time.

  3. Under Select Fields, uncheck Select All.

  4. Check any (additional) field that you want to filter by, and check any field you want to see in your results.

  5. Click VIEW.

  6. Optional: Click “Fields” to add or remove additional fields.

  7. Optional: Click “Add Filter” to further filter your results.

Once the report is designed the way you want, click the "Save" button in the upper left and give it a name you'll remember. You'll find it under "My Saved Reports" on the Custom Reports page near the bottom left of the screen.

Period Statistics

The legacy Period Statistics report is really two reports side by side:

  • A count of families per inquiry type

  • A count of children per status

To count families by family source, click Reports > Custom > Guardians….

If the Select Report Options window HAS an “Only return data when” section, continue with these steps:

  1. Enter the desired date range for the Added Date field (or empty the fields to get all data)

  2. Click Select All to deselect all fields

  3. Click to select Guardian Name, Inquiry Type and Location Name

  4. Click VIEW

  5. Click Options > Show grand totals > Classic form (under LAYOUT) > APPLY

  6. Click Fields

  7. Drag Inquiry Type from the Rows box to the Columns box

  8. Drag Guardian Name from the Rows box to the Values box (it will change to Count of Guardian Name)

  9. Click APPLY

  10. Optional: Click SAVE, name the report “Period Statistics” or something similar, and save it. You’ll find it under “My Saved Reports” on the Custom Reports tab.

If the Select Report Options window DOES NOT HAVE an “Only return data when” section, continue with these steps:

  1. Click Select All to deselect all fields

  2. Click to select Added Date, Guardian Name, Inquiry Type and Location Name

  3. Click VIEW

  4. Click Options > Show grand totals > Classic form (under LAYOUT) > APPLY

  5. Click Fields

  6. Drag Added Date from the Rows box to the Report filters box

  7. Drag Inquiry Type from the Rows box to the Columns box

  8. Drag Guardian Name from the Rows box to the Values box (it will change to Count of Guardian Name)

  9. Click APPLY

  10. Optional: Click “ADDED DATE: All” > DATES > change “Equal” to “Between” > enter start and end dates > APPLY

  11. Optional: Click SAVE, name the report “Period Statistics” or something similar, and save it. You’ll find it under “My Saved Reports” on the Custom Reports tab.

To count families by status, click Reports > Custom > Family & Status….

If the Select Report Options window HAS an “Only return data when” section, continue with these steps:

  1. Enter the desired date range for the Guardian Added Date field (or empty the fields to get all data)

  2. Click Select All to deselect all fields

  3. Click to select Child Name, Location Name, and Status

  4. Click VIEW

  5. Click Options > Show grand totals > Classic form (under LAYOUT) > APPLY

  6. Click Fields

  7. Drag Status from the Rows box to the Columns box

  8. Drag Child Name from the Rows box to the Values box (it will change to Count of Child Name)

  9. Click APPLY

  10. Optional: Click SAVE, name the report “Period Statistics” or something similar, and save it. You’ll find it under “My Saved Reports” on the Custom Reports tab.

If the Select Report Options window DOES NOT HAVE an “Only return data when” section, continue with these steps:

  1. Click Select All to deselect all fields

  2. Click to select Child Name, Guardian Added Date, Location Name, and Status

  3. Click VIEW

  4. Click Options > Show grand totals > Classic form (under LAYOUT) > APPLY

  5. Click Fields

  6. Drag Guardian Added Date from the Rows box to the Report Filters box

  7. Drag Status from the Rows box to the Columns box

  8. Drag Child Name from the Rows box to the Values box (it will change to Count of Child Name)

  9. Click APPLY

  10. Optional: Click “GUARDIAN ADDED DATE: All” > DATES > change “Equal” to “Between” > enter start and end dates > APPLY

  11. Optional: Click SAVE, name the report “Period Statistics” or something similar, and save it. You’ll find it under “My Saved Reports” on the Custom Reports tab.

Staff Sessions

Detail View

  1. Click Reports > Custom > Staff Sessions

  2. (Optional) If you are asked to provide “Only return data when” data

    1. Choose a date field and date range, or

    2. Clear the date range to pull data for all time

  3. Under Select Fields, uncheck Select All

  4. Check the following fields:

    1. Duration

    2. Location Name

    3. Name

    4. Position

    5. Session End

    6. Session Start

  5. Click VIEW

  6. Optional: Click “Fields” to add or remove additional fields

  7. Optional: Click “Add Filter” to further filter your results

  8. Optional: Click “Save”, name the report “Lead Child Data” or something similar, and save it; you’ll find it under “My Saved Reports” on the Custom Reports tab

Subtotals by User View

This view is not available in LineLeader Enroll.

Summary View

LineLeader Enroll cannot count days or sum durations but can count sessions:

  1. Click Reports > Custom > Staff Sessions

  2. (Optional) If you are asked to provide “Only return data when” data

    1. Choose a date field and date range, or

    2. Clear the date range to pull data for all time

  3. Under Select Fields, uncheck Select All

  4. Check the following fields:

    1. Location Name

    2. Name

    3. Position

    4. Session Start

  5. Click VIEW

  6. Click Options > Show subtotals > Compact form > APPLY

  7. Click Fields > drag Session Start from the Rows box to the Values box > click the blue Sigma icon next to Max of Session Start > click Count > click APPLY

  8. Optional: Click “Save”, name the report “Lead Child Data” or something similar, and save it; you’ll find it under “My Saved Reports” on the Custom Reports tab

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