Lead File - Student data in enrollment reports

Objective


Understand how moving a family to the Lead File impacts student data in enrollment reports.

Solution


When a family is moved to the Lead File, student enrollment data is retained and continues to be included in enrollment reports.

Student enrollment history remains part of reports such as Enrollment Detail, Enroll History, and Drop History, even though the family is no longer active in the main system.

While this data is still used in reporting, it is not directly viewable within the Lead File. To view full enrollment details, restore the family from the Lead File.

⚙️ User Permissions may limit access to this feature or functionality.

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