Classic Menu to the New Simplified Menu - Where is it now?
Last Modified on 03/25/2021 9:21 am EDT
In the Fall of 2020, Jackrabbit introduced a New Simplified Menu. Our goal was to streamline and simplify your processes while reducing clutter so you can quickly get to the data that runs your business.
We recognize that change can be challenging, so we've compiled some resources to help you hop into the Next Generation of Jackrabbit .
 | Follow the map! Expand each section below to see the changes that have been made to each menu; where things were in Classic and where they are now in the New Simplified menu. |
FAMILIES
| What's moved? | Where is it now? |
List Active Families
| - Families (menu) > All Families
Use the Status (data visual) to filter for active families only. Click on the portion of the visual representing active families to create a listing of them.
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| Add Family | - Families (menu) > All Families
Use the (button) on the All Families page to add a new family to Jackrabbit.
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| Quick Registration/Add Family | - Families (menu) > Quick Registration
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| Clear UDF Answers | - Families (menu) > All Families > More (menu) > Clear UDF Answers
Use the filters in All Families to drill down to the families whose User-defined Fields you want to clear. Select the check boxes for the families you want to be included in the mass action, click the More (menu), and select Clear UDF Answers.
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| Merge Families | - From the Gear (icon)
 > Tools (drop-down menu) > Merge Families
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| What's new? |
| Find a Report | - Families (menu) > Find a Report
Select Find a Report to navigate to the Families (tab) of the Families/Students Reports where you will find all reports related to families.
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STUDENTS
| What's moved? | Where is it now? |
| List Active Students | - Students (menu) > All Students
Use the Status (data visual) to filter for active students only. Click on the portion of the visual representing active students to create a listing of them.
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Skills/Levels,
Skills/Levels Search,
Skills/Levels Mass Update,
Skill/Levels Add to Classes
| - Modules (menu) > Skills (drop-down menu)
All Skills options are now located in the Modules (menu).
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| Who's Scheduled To Be Here | - Students (menu) > Find Report
Who's Scheduled To Be Here is found on the Students (tab) of the Families/Students Reports.
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| Clear UDF Answers | - Students (menu) > All Students > More (menu) > Clear UDF Answers
Use the filter in All Students to find the students you want to clear User-defined Field answers for. Select the check boxes for the students you want included in the mass action, click the More (menu), and select Clear UDF Answers.
|
| What's new? |
| Find a Report | - Students (menu) > Find a Report
Select Find a Report to navigate to the Students (tab) of the Families/Students Reports where you will find all reports related to students.
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CLASSES
| What's moved? | Where is it now? |
| List Active Classes | - Classes (menu) > All Classes
Use the filters in All Classes to select only active classes.
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| List All Classes | - Classes (menu) > All Classes
This page defaults to display all classes. Filters can be applied to drill down to specific classes.
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| List Archived Classes | - Classes (menu) > Find a Report
List Archived Classes is found on the Classes (tab) of the Classes/Enrollment Reports.
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Openings,
Class Schedule,
Class Rolls,
Class Skills/Levels Report,
Sign In/Out Sheets,
Search Wait Lists,
Wait Lists with Openings,
Weekly/Daily Calendar,
Monthly Calendar | - Classes (menu) > Find a Report
These reports are all found on the Classes (tab) of the Classes/Enrollment Reports.
TIP: Mark your top reports as My Reports ♥ to have them added to the simplified Reports (menu) for quick and easy access!
|
| What's new? |
| Find a Report | - Classes (menu) > Find a Report
Select Find a Report to navigate to the Classes (tab) of the Classes/Enrollments Reports where you will find all reports related to classes.
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EVENTS
| What's moved? | Where is it now? |
Calendar - Open,
Calendar - Booked,
Calendar - Hold,
Calendar - Unavailable,
Calendar - Notice,
Calendar - ALL, | - Events (menu) > Calendar
Open the Calendar and use the Calendar View filter to select which type of events to display.
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Events Detail Report,
Sign In/Out Sheets,
Online Registrations | - Events (menu) > Find Report
These reports are all found on the Events (tab) of the Events/Recitals Reports.
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| List Recital | - Modules (menu) > Recital
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| What's new? |
| Find a Report | Events (menu) > Find a Report- Select Find a Report to navigate to the Events (tab) of the Events/Recitals Reports where you will find all reports related to events.
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STAFF
| What's moved? | Where is it now? |
| List Active Staff | - Staff (menu) > Active Staff
|
List All Staff,
Instructor Scheduled Time Report,
Instructor Schedules,
Pay Rate Report | - Staff (menu) > Find Report
These reports are all found on the Staff (tab) of the Staff Reports.
TIP: Mark your top reports as My Reports ♥ to have them added to the simplified Reports (menu) for quick and easy access!
|
| What's new? |
| Staff Portal | - Staff Portal options have been moved from the Staff Portal (menu) into the Staff (menu).
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| Time Clock | - Time Clock options have been moved from the Staff Portal (menu) into the Staff (menu).
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| Find a Report | - Staff (menu) > Find a Report
Select Find a Report to navigate to the Staff (tab) of the Staff Reports where you will find all reports related to your staff.
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TRANSACTIONS
| What's moved? | Where is it now? |
| Post Fees to a Family | - Transactions (menu) > Post Transactions (drop-down menu) > Fees to a Family
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| Delete Transactions | - Transactions (menu) > Delete Transaction (drop-down menu) > Transaction Fees
Use this option to delete any fee transactions posted that are NOT tuition fees, e.g., late fees or class transactions.
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| Post Class Transactions | - Transactions (menu) > Post Transactions (drop-down menu) > Class Transactions
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| Post Annual Fees | - Transactions (menu) > Post Transactions (drop-down menu) > Annual Fees
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| Post Late Fees/Misc Fees | - Transactions (menu) > Post Transactions (drop-down menu) > Late Fees/Misc Fees
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| Delete Tuition Fees | - Transactions (menu) > Delete Transactions (drop-down menu) > Tuition Fees
Use this option to delete tuition fees specifically.
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| Process Credit Cards/Bank Accts | - Transactions (menu) > Process ePayments
|
| What's new? |
| Find a Report | - Transactions (menu) > Find a Report
Select Find a Report to navigate to the All (tab) of the Transactions/Financial Reports where you will find all reports related to transactions.
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STORE
| What's moved? | Where is it now? |
| The whole Store menu! | - Modules (menu) > Store (drop-down menu)
All Store options are now located in the Modules (menu).
|
| What's new? |
| Find a Report | - Modules (menu) > Store (drop-down menu) > Find a Report
Select Find a Report to navigate to the Store Reports where you will find all reports related to the store.
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REPORTS
| What's moved? | Where is it now? |
| Favorite Reports | - Reports (menu) > My Reports
Favorite Reports has been renamed to My Reports
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| New Reports | - Reports (menu) > Find Reports > New Reports (left menu)
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| All Reports | - Reports (menu) > Find Reports > All Reports (left menu)
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Families / Students,
Classes / Enrollment,
Events / Recitals,
Staff,
Transactions / Financials,
Store,
Staff Portal,
Email / Text / Marketing
Costumes | - Reports (menu) > Find Reports > categories (left menu)
The report categories have been removed from the top level of the Reports (menu) and are now accessed from Find Reports.
- Find a Report, in the various menus, gives quick access to the respective categories of reports.
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| What's new? |
| Customize your Reports menu! | - When you add reports to My Reports by marking them with a
 , they are added to your Reports (menu) for quick and easy access. This listing of reports is unique to your Jackrabbit User ID.
Go to the Reports (menu) > Add a Report to add a report to My Reports.
Go to the Reports (menu) > My Reports and clear the heart for a report to remove it from your Reports (menu).
View a PDF that steps through this process.
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STAFF PORTAL
| What's moved? | Where is it now? |
| Guided Staff Portal Setup | - Go to the Gear (icon)> Set Up (drop-down menu) > Guided Staff Portal
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| Launch Staff Portal | - Staff (menu) > Staff Portal (drop-down menu) > Launch Staff Portal
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| Attendance > Incomplete Portal Attendance | - Staff (menu) > Staff Portal (drop-down menu) > Find a Report
Incomplete Portal Attendance is found on the Attendance (tab) of the Staff Portal Reports.
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| Time Clock | - Staff (menu) > Time Clock (drop-down menu)
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| Settings | - Staff (menu) > Staff Portal (drop-down menu)
Portal Settings, Staff & Department News, Edit All Portal Logins, and Edit All Staff Settings are located in the Staff Portal (drop-down menu).
- Staff (menu) > Staff Portal (drop-down menu) > Find a Report
Portal Login ID Report and Staff Portal Log are found on the Attendance (tab) of the Staff Portal Reports.
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| What's new? |
| Find a Report | - Staff (menu) > Staff Portal (drop-down menu) > Find a Report
Select Find a Report to navigate to the Staff Portal Reports where you will find all reports related to the staff portal.
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TOOLS
(button) on the All Families page to add a new family to Jackrabbit.
> Tools (drop-down menu) > Merge Families
, they are added to your Reports (menu) for quick and easy access. This listing of reports is unique to your Jackrabbit User ID.
> Account (drop-down menu) > My Account > Billing Portal (link)
