This report shows the roster of students enrolled in a daycare program for a specified date or date range, and can include enrollee details such as age, gender, emergency contact information, customer and staff notes, and payment information.
The Roster is similar to the Enrollee List, except that the roster provides a daily list of enrollees for each day specified, while the Enrollee List only provides one general list of all enrollees without specifying the dates when they are attending.
Reports > Daycare Reports > Roster
Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Form Definitions page, where you can select a previously saved report definition.
The following fields are available on the Roster page:
Name of Field |
Type |
Description |
Filters |
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Report Filter |
Hyperlink |
The following filters are available on the Roster page: Daycare Program Type, Program, Department, Category, Session, Dates (From, To), Program Site, Geographic Area, Custom Question Answer, Daycare Fee, Package and Package Category.
Click the Report Filter link to learn more about reports and their filters. |
Sort by Filter |
Dropdown list |
The following filters are available on the Roster page: Customer Name and Age + Customer Name.
Click the Report Filter link to learn more about reports and their filters. |
Options |
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Residency |
Dropdown list |
Include enrollees on the list based on their residency status:
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Status |
Dropdown list |
Filter the report based on the status of the daycare program. |
Optional Field 1, 2, 3 and 4 |
Dropdown list |
Option to display up to 4 optional customer detail fields on the roster, as selected from the following: Cell Phone, Customer #, Date of Birth, Email, Emergency Contact Name 1, Emergency phone 1, Emergency Contact Name 2, Emergency phone 2, Home Phone, Other Phone, Pager, Payer's Name, Payer Email, Head of Household, Head of Household Email, Member Number, and Work Phone. |
Customer Name Format |
Dropdown list |
Display format of the customer name, as selected from either Lastname, Firstname or Firstname Lastname. |
Group By |
Dropdown list |
To group the data in the report, choose one of the following from the Group by list:
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Calculate Age Based On |
Radio button |
Option to select the start date to calculate customer ages:
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Show Customer Registration Date |
Checkbox |
Option to include registration dates in the report |
Include Check In Notes |
Checkbox | Option to include the check in notes on the roster.
Check in notes can be added when a student is checked in for a session. |
Show Authorized Pick Ups |
Checkbox | Option to show the list of people who are authorized to pick up the student.
If Microsoft Excel (Tabular Format) is selected as the output type, then only one of the following options can be selected. Other check boxes are automatically disabled.
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Show Emergency Contacts |
Checkbox | Option to show the list of people who are emergency contacts.
If Microsoft Excel (Tabular Format) is selected as the output type, then only one of the following options can be selected. Other check boxes are automatically disabled.
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Show Charges for Customer |
Checkbox | Option to show the daycare fees charged to the customer.
If Microsoft Excel (Tabular Format) is selected as the output type, then only one of the following options can be selected. Other check boxes are automatically disabled.
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Include Customer Notes |
Checkbox | Option to include customer notes on the roster.
Customer notes are general notes that entered on the customer record (for example: customer preferences). |
Include General Alert Notes |
Checkbox | Option to include general alert notes on the roster.
General alert notes are alert notes for agency staff that are entered on the customer record (for example: Do not accept checks from this customer). |
Include Medical Alert Notes |
Checkbox | Option to include medical alert notes on the roster.
Medical alert notes are medical notes for agency staff that entered on the customer record (for example: customer allergies or medication). |
Show Customer Skill? |
Checkbox |
To include the customer's skills in the report, select this option.
Note: When you select Show Customer Skill?, the evaluator's name is also included on the report.
If Microsoft Excel (Tabular Format) is selected as the output type, then only one of the following options can be selected. Other check boxes are automatically disabled.
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Show All Custom Questions |
Checkbox |
Option to include all custom questions and the customers' answers on the roster.
Custom questions are attached to daycare programs and are asked during registration.
If Microsoft Excel (Tabular Format) is selected as the output type, then only one of the following options can be selected. Other check boxes are automatically disabled.
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Show Incomplete Waivers Only? |
Checkbox | Option to only include customers who have incomplete waivers.
Waivers are attached to daycare programs and are normally required to complete daycare registration.
If Microsoft Excel (Tabular Format) is selected as the output type, then only one of the following options can be selected. Other check boxes are automatically disabled.
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Include Staff's Transaction Notes |
Checkbox | Option to include agency staff's transaction notes on the roster.
Staff transaction notes are added during daycare registration. |
Include Customer's Transaction Notes |
Checkbox |
Option to include customer's transaction notes on the roster.
Customer transaction notes are added during daycare registration. |
Show Total Balance? |
Checkbox | Option to show the customer's payment balance on the roster. |
Show Past Due |
Checkbox | Option to show the past due balance. |
Show Payer Names |
Checkbox | Option to include the names of the payers who paid for the daycare registration. |
Show Customer Alternate Keys? |
Checkbox |
Option to include alternate keys and information relating to the alternate keys in the report.
If Microsoft Excel (Tabular Format) is selected as the output type, then only one of the following options can be selected. Other check boxes are automatically disabled.
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Show Customer Pass Numbers? |
Checkbox |
Option to include customer pass numbers and information relating to customer pass numbers in this report.
If Microsoft Excel (Tabular Format) is selected as the output type, then only one of the following options can be selected. Other check boxes are automatically disabled.
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Enrollment Status |
Dropdown list |
Option to include enrollees on the roster based on their enrollment status, as selected from either Roster - all current enrollees, Waitlist - all current waitlist entries or All - Both enrollees and waitlist entries. |
Output Type |
Dropdown list |
The output type or format of the report, as selected from a predefined list.
The available output types are Adobe Acrobat Reader, HTML, Microsoft Excel and Microsoft Excel (Tabular Format).
If Microsoft Excel (Tabular Format) is selected as the output type, then only one of the following options can be selected. Other check boxes are automatically disabled.
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Each Customer as One Record |
Check box |
Option to display multiple customer skills or custom questions and answers in multiple columns This option is displayed only when Microsoft Excel (Tabular Format) is selected as the output type. When either Show All Customer Skills or Show all Flex Registration Custom Questions is checked, customer skills or custom questions and answers are displayed in multiple columns. |
Save Report Definition |
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Report Title |
Text | Option to save the report definition for later use.
Click the Report Filter link to learn more about report definitions. |