Families & Students

How to find families using smart lists

Quick answer: A smart list shows every family that matches a set of conditions — like "all families with overdue tuition" or "all families with a kindergarten student."

When to use a smart list

Use a smart list any time you want to act on a group of families rather than one at a time. Smart lists power dashboards, bulk messages, exports, and reports. Once saved, a smart list stays available and always shows current matching families — you don't need to rebuild it.

How it works

Smart lists use Advanced Filters built from three parts:

• A field — what you're checking (a tag, a payment status, a date, a grade, a custom field)
• An operator — how you're checking it (Is, Is Not, Contains, Is Empty, Between, More Than, etc.)
• A value — what you're comparing against

Available operators depend on the field type. Date fields support date operators (Today, This Week, Between). Text fields support text operators (Contains, Is any of). Number fields support comparison (Greater Than, Less Than).

Useful examples

• Tag Is "enrolled 26/27"
• Tuition status Is "overdue"
• Student 1 grade Is "Kindergarten"
• Emergency Medical Form completion date Is Empty
• Last appointment date Is "In the Last 30 days"

Related articles

• How to create a smart list
• How to send a message to multiple families
• How to export family data to a spreadsheet