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STR - Communication Rules Listing

Communication Rules Listing Overview

'Communication Rules' provide a 'student-centric' way of defining precisely how different areas of your school communicate with parents. They are especially useful for communication with split families and families with students who have multi parenting arrangements.

For more information, refer to 'How to Handle Split Family Arrangements'.

You would run this report to:

  • Identify students who do not have certain 'Communication Rules' set up, e.g. students who don't have a 'Communication Rule' setup that defines the parents who will receive academic reports or attendance SMS notifications.
  • Check all students with 'Multi Parenting Arrangements'.
  • Print the 'Communication Rules' for a student who belongs to a family with a 'Complex Split'  arrangement.
  • Review a particular 'Communication Type' across the whole school, e.g. Emergency Contact.
  • Print a student based listing of parent addresses based on selected Communication Rules.

This report/export has extensive options that can be activated via run-time settings. These settings can be saved as your own report 'Configuration' profiles. A report 'Configuration' that you create can't be accessed by another user — and vice versa. This is because each 'Configuration' is dependent on the individual user's security permissions that determine the fields that can be included.

Click here for more information on Saving Configurations.

To use a previously saved report configuration, select it from the 'Use a Previously Saved Configuration' picklist and click 'Next'.

The 'Use a previously saved configuration' picklist will only be available if a saved configuration exists.

To create a new configuration, click the 'Next' button without selecting an option from the 'Use a Previously Saved Configuration' picklist.

Enter your runtime options for the program.

To save the runtime options that you have entered as a re-usable report configuration, enter a meaningful description into the 'Save this Configuration as' field on the 'Process' or 'Print' tab.

You can delete a report configuration by selecting it from the picklist, clicking the 'Next' button, and then clicking the 'Delete' option.

You can modify an existing configuration by selecting it, making the necessary changes to the run-time options, then clicking 'GO' on the 'Process' or 'Print' tab. You need to ensure the 'Save this Configuration as' field is populated with the report configuration name. This field is populated automatically when an existing configuration is selected.

Parent, Account Details, Parent UD, Student and Student UD Tabs

Using this mode of searching you can use any combination of fields on the 'Parent', 'Account Details' 'Parent User Defined', 'Student' or 'Student User Defined' tabs to select the 'Communication Rules' to include on your report or Excel® export.

The program will default to include Communication Rules for students who are current on the day you run the report/export.

To find students current as at a specific date (current, past or future date), go to the 'Student' tab and do the following:

  • Change the 'Date of Entry' field to be '< that date + 1 day'.
  • Change the 'Date of Leaving field to be '> that date – 1 day'.
  • Tick the 'OR Is Null' option.

You can also use the 'Date of Entry' field on the 'Student' tab to exclude or include students who have been transferred in from enrolments with a future date of entry, e.g. students who are starting next year.

Print Tab

The 'Print' tab is used to format the report.

Sort By

Choose the order in which data will be displayed in your report/export.

Formatting Options

Choose the 'destination' of the report. This can be to Adobe® PDF viewer, Microsoft Excel®, Microsoft Word® or a screen with hyperlinks.

The 'Screen with Hyperlinks' format is best if you need to 'drill-down' to further information.

Show Table Borders and Alternative Row Colours

The 'Table Borders' and 'Alternate Row Colours' options can enhance the readability of the report but are not available if the listing destination is Excel®.

Report Selections

Communication Types

Select the 'Communication Types' that you would like to include in your report.

Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of Communication Types.

Include Address

By default, the address line details for each 'Communication Type' for each parent will not be included.

Tick this checkbox to include this detail. This makes the report very wide, so it is a good idea to choose the Microsoft Excel® option if you want to include this detail.

Only Include Students with NO Communication Rules for the Selected Communication Types

Tick this checkbox to identify students who do not have a particular 'Communication Rule' setup. 

To produce a list of all students at the school who do not have a particular 'Communication Type', select the relevant 'Communication Type' above and do not include any filters on the previous tabs.

Only include students with no SMS enabled parent mobile numbers for the selected Communication Type

Tick this checkbox to identify students whose parents do not have mobile numbers setup (for the 'Communication Types' that you selected above).

To produce a list of all students at the school whose parents do not have mobiles setup, select the relevant 'Communication Types' above and do not include any filters on the previous tabs.

Only include Students with no parent email addresses for the selected Communication Type

Tick this checkbox to identify students whose parents do not have an email address setup (for the 'Communication Types' that you selected above).

To produce a list of all students at the school whose parents do not have an email address setup, select the relevant 'Communication Types' above and do not include any filters on the previous tabs.

Report Layout Options

Show all Communication Rules

This option will create a line on the report or Excel® export for each 'Communication Type' for each student or parent selected on the previous screens.

Consolidate Communication Rules by Address

This option will consolidate by address for each combination of parent and student.

Pupil Master Listing (PDF only)

Use this option to print a student based listing of parent address blocks that are linked to students' through Communication Rules.

The report will display a separate line for each address block where a Communication Rule has been applied (based on the 'Communication Type(s)' selected above).

Report Title 

This field can be used to enter an alternative name for this report.

Save this Configuration as 

If this field is populated with a value and you click 'GO', the current report/export settings will be saved using the configuration name entered in this field.


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