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Filter Updates




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Filter Updates
August 22, 2025

We are very happy to share that we recently made two exciting updates to our filters! There is now an option to filter by inactive student documents on the Caseload and All pages, and the Program filter on the Students / create new page now allows users to select more than one program. These new filter options will help users find what they are looking for faster and will make it easier for them to perform various bulk actions.

Inactive Student Documents Filter link

There’s a new checkbox on both the Caseload and All pages that allows users to include documents for students with an inactive enrollment status (e.g. Graduated, Transferred, Historical, etc.).

Previously, documents for all students – regardless of enrollment status – were included on these pages. Now, only documents for students with an active enrollment status (i.e. Enrolled, Pre-Enrolled) will appear by default. In order to include documents for inactive students, the Inactive Students checkbox must be selected.


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This new checkbox works very similarly to the existing Include inactive checkbox on the Students / create new page.

Selectable Program Filter link

The Program filter on the Students / create new page has been updated. Previously, users could only search for students one program at a time. Now, users can search for students enrolled in multiple programs simultaneously.

For example, if you select both Special Education and Section 504 when filtering by program, any student who is participating in either Special Education or Section 504 (or both) will be returned.

Users can also search for students who are not enrolled in any program by selecting No Program.



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