Company roster

Filters

Report Filter

Hyperlink

The following filters are available on the Company Roster page: Company, Activity, Parent Season, Child Season, Organization Department, Activity Category, Activity Type, Activity Start Date Range, Center, Supervisor, Instructor, Activity Skill, POS Product and Transaction Date and Time Range.

Note that the center associated with an activity is the center where the first activity booking/meeting occurs.

So if someone selects one or more centers for the new filter, the report includes only those activities whose first booking is at a facility belonging to that center.

Click the Report Filter link to learn more about reports and their filters.

Options

Activity Status

Dropdown list

Option to only include activities with a particular status, as selected from a predefined list.

The options include:

• Open - Activities that are still open for registration.

• Closed - Activities that have been closed for registration.

• Cancelled - Activities that have been cancelled and will not be held anymore.

• Tentative - Activities that are scheduled but not yet fully certain to run. Activities whose enrollment are way below the minimum enrollment required may be placed on Tentative status. Note that retired activities that are copied to a new season will also get this status, until the status is changed to Open.

• On Hold - Activities that have some technical issues (for example, instructor may not be available) and may end up not running.

• Retired - Activities that will not be offered anymore.

• Date Conflicted - Activities whose facility schedules have conflicting dates. These activities may end up not running at their original facilities so will need to have them updated prior to being switched to Open.

• Any Status - Include all activities regardless of status.

Residency

Dropdown list

Include enrollees on the list based on their residency status:

• Active Residents (have current residency status)

• Non-Residents (do not have residency status)

• Expired Residents (have residency status, but it has expired)

• All Customers

Customer Name Format

Dropdown list

Option to list customers by Lastname, Firstname, or Firstname, Lastname.

Show All Custom Questions?

Checkbox

Option to display all of the custom questions and customers' answers on the roster.

Custom questions are attached to activities and are asked during a transaction to gather additional information about customers.

Include Medical Alert Notes?

Checkbox

Option to include medical alert notes on the roster.

Medical alert notes are medical notes for agency staff that are entered on the customer record (for example: customer allergies or medication).

Include Customer's Transaction Notes?

Checkbox

Option to include customer's transaction notes on the roster.

Customer transaction notes are entered during activity registration.

Include Staff's Transaction Notes?

Checkbox

Option to include agency staff's transaction notes on the roster.

Staff transaction notes are entered during activity registration.

Sort By

Dropdown list

Option to sort contents by different options, as selected from a predefined list.

The options include: Activity and Company.

Output Type

Dropdown list

Option to select the output type or format of the report, from a predefined list.

The options are Adobe Acrobat Reader, HTML, or Microsoft Excel.

Save Report Definition

Report Title

Text

Option to save the report definition for later use.

Click the Report Filter link to learn more about report titles.