Advanced list that excludes Anticipated Attrition Students

Lauren Marcus Eisenberg

Any tips on how to create an advanced list that excludes students who we know don't plan to reenroll next year? I've removed future enrollment years for these couple of students thinking that would work (it did not).

Background: our K12 school sends targeted communication to families with 8th grade students on the topic of the transition to high school. I want to build a dynamic/evergreen Advanced List based on those who already know that they will not reenroll for 24-25.

(The Advanced List will be the basis of a Pushpage Distribution list.)

Brian LeBlanc

@Lauren Marcus Eisenberg Removing future enrollment years should do the trick for you. That's what we do to get an evergreen advanced list of all students enrolled for a future year.

There is a demarcation point when re-enrollment starts, however. Prior to that time, our future year filter is simple: where (school year = 2024-25) and object filter (user role = incoming student OR student). After re-enrollment starts, we want to keep track of who has and hasn't re-enrolled yet, so the filters become:

where (school year = 2024-25) AND (contract.contract type ID = [the contract type ID of the new enrollment contract] OR contract.contract type ID = [the contract type ID of the re-enrollment contract]) (repeat for as many contract type IDs as you have)
AND
object filter (user role = incoming student OR student) AND (contract.school year = 2024.25)

For objects, prior to re-enrollment, you will need user register, school year and grade level (all with inner join unchecked), user detail and user role (both with inner join checked). After re-enrollment begins, you will need to add the contract object (with the user base parent object, and with inner join unchecked).

Lauren Marcus Eisenberg

@Brian LeBlanc thanks for this. I have concluded that, while I can build a dynamic list, it cannot be evergreen at this time of year.