This report displays a standard activity roster similar to the Roster (Brief) report, but will include payment details. The report can be configured to display different kinds of customer information by selecting various report options.
A legend of the different types of enrollments can be found at the bottom of the report.
Note: When comparing the Roster - With Payment to the Activity Revenue report or to the Net Revenue report by Activity Name, keep in mind that the Roster - With Payment includes tax but does not include refund charge amounts. As a result, the amounts in this report may not match up exactly to the amounts in either the Activity Revenue report (which does not include tax or refund charges) or the Net Revenue report (which includes both tax and refund charges).
Reports > Registration Reports > Roster (with Payments)
Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.
Click the Activity link to pop-up the Activity Search page and then enter some criteria to select the activities. The activity search results will be displayed on the Select Activity page.
From the Select Activity page, select the activities.
Click Add All Selected. To remove the activities, you can select the activity in the list box then click Remove at the right side.
Click the Season link to pop-up the Season List page.
From the Season List page, select the seasons.
Click Add All Selected. To remove the seasons, you can select the season in the list box then click Remove at the right side.
Click the Term link to pop-up the Term List page.
From the Term List page, select the terms.
Click Add All Selected. To remove the terms, you can select the term in the list box then click Remove at the right side.
Click the Department link to pop-up the Department List page.
From the Department List page, select the departments.
Click Add All Selected. To remove the departments, you can select the department in the list box then click Remove at the right side.
Click the Activity Category link to pop-up the Activity Category List page.
From the Activity Category List page, select the activity categories.
Click Add All Selected. To remove the activity categories, you can select the activity category in the list box then click Remove at the right side.
Click the Activity Type link to pop-up the Activity Type List page.
From the Activity Type List page, select the activity types.
Click Add All Selected. To remove the activity types, you can select the activity type in the list box then click Remove at the right side.
Click the calendar
icon 
beside the From
box and select a Beginning Date
for the activity from the pop-up calendar.
Click the calendar
icon beside the To
box and select an Ending Date
for the activity from the pop-up calendar.
The day of the week field beside the calendar icon is automatically completed.
Click the Activity Site link to pop-up the Activity Site List page.
From the Activity Site List page, select the activity sites.
Click Add All Selected. To remove the activity sites, you can select the activity site in the list box then click Remove at the right side.
Click the Center link to pop-up the Center List page.
From the Center List page, select the centers.
Click Add All Selected. To remove the centers, you can select the center in the list box then click Remove at the right side.
Click the Supervisor link to pop-up the Supervisor List page.
From the Supervisor List page, select the supervisors.
Click Add All Selected. To remove the supervisors, you can select the supervisor in the list box then click Remove at the right side.
Click the Instructor link to pop-up the Instructor Search page and then enter some criteria to select the instructors. The instructor search results will be displayed on the Instructor List page.
From the Instructor List page, select the instructors.
Click Add All Selected. To remove the instructors, you can select the instructor in the list box then click Remove at the right side.
Click the Team link to pop-up the Team Search page and then enter some criteria to select the teams. The team search results will be displayed on the Team List page.
From the Team List page, select the teams.
Click Add All Selected. To remove the teams, you can select the team in the list box then click Remove at the right side.
Click the Charges link to pop-up the Charges List page.
From the Charges List page, select the charges.
Click Add All Selected. To remove the charges, you can select the charge in the list box then click Remove at the right side.
Click the Activity Skill link to pop-up the Activity Skill List page.
From the Activity Skill List page, select the activity skills.
Click Add All Selected. To remove the activity skills, you can select the activity skill in the list box then click Remove at the right side.
Click the Team link to pop-up the Team Search page and then enter some criteria to select the teams. The team search results will be displayed on the Team List page.
From the Team List page, select the teams.
Click Add All Selected. To remove the teams, you can select the team in the list box then click Remove at the right side.
Click the POS Product link to pop-up the POS Product Search page and then enter some criteria to select the teams. The team search results will be displayed on the POS Product List page.
From the POS Product List page, select the POS products.
Click Add All Selected. To remove the POS products, you can select the POS product in the list box then click Remove at the right side.
Click the calendar
icon beside the From
box and select a Beginning Date
of a transaction from the pop-up calendar.
Click the calendar
icon beside the To
box and select an Ending Date
of a transaction from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Enter in the Time box the times of day for transaction.
Choose the option from the Type of Transactions drop-down list to display different types of transactions, as selected from a predefined list. The options include:
All - Displays all transactions for the selected activities (this includes all customers who have withdrawn or transferred).
Roster - Displays the enrollee roster for the selected activities (this does not include participants who have withdrawn, transferred or are scheduled to be enrolled).
Waiting List - Displays only the customers who are waitlisted for the selected activities. These names will appear in the order that they are listed on the Change Waiting List page.
Choose one of the following options from the Activity Status drop-down list, to only include activities with that status. The options include:
Open - Activities that are still open for registration.
Closed - Activities that are closed for registration.
Cancelled - Activities that are 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.
Choose the option from the Residency drop-down list to include enrollees on the list based on their residency status. The options include:
All Customers
Residents - have current residency status
Non-Residents - do not have residency status
Expired Residents - have residency status, but it has expired
Choose the option from the Customer Name Format drop-down list to list customers by:
Lastname, Firstname
Firstname Lastname
Choose the option from the Retired drop-down list to include memberships of customers in the report depending on their status. The options are:
All Customers - include both retired and active customers
Exclude Retired - retired customers will not be included
Only Retired - will only include retired customers
Select the Include Medical Alert Notes? checkbox 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).
Select the Show Prerequisites? checkbox to display activity prerequisites on the activity roster.
Select one checkbox from the Calculate Age Based On section to calculate age based on the options:
Report Date
Activity Start Date
Specified Age Calculation Date
Choose the option from the Optional Fields 1, 2, 3, and 4 drop-down lists to display up to 4 optional customer detail fields on the roster, as selected from the following:
Cell Phone
Customer #
Date of Birth
Customer Email
Customer Address
Emergency Contact Name 1
Emergency phone 1
Emergency Contact Name 2
Emergency phone 2
Home Phone
Other Phone
Pager
Primary Payer Name
Primary Payer Address
Member Number
Work Phone
Select the Team/Group Roster checkbox to display the team/group roster on the report. These will be displayed after the individual enrollees are listed.
Select the Include Team Contacts? checkbox to include team contacts on the roster. These will be displayed in the team roster.
Select the Sort by Team? checkbox to sort by team on the report.
Select the Include Team Totals? checkbox to include team totals on the report.
Select the Include League Contacts? checkbox to include league contacts on the roster. These will be displayed in the team roster.
Select the Show Transaction Date and Time checkbox to include registrant’s transaction dates and times on the report.
Choose the option from the Show all Activity Custom Questions? drop-down list 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.
Note: When you select this option, the report displays all custom questions attached to the activity and all custom questions (not attached) where customers have provided answers.
Click the Show Specific Custom Questions link to pop-up the Custom Question List page.
From the Custom Question List page, select the custom questions.
Click Add All Selected. To remove the custom questions, you can select the custom question in the list box then click Remove at the right side.
Choose the option from the Custom Question Text to Print drop-down list to select which text to be displayed on the report. The options are:
Full Question, OR
Title Only
Select the Show Coupons? checkbox to display on the roster the activity coupons that were redeemed by customers during registration.
Note: Coupons are promotional tools used to provide discounts to registration or merchandise fees, or for marketing campaigns.
Select an option from the Show Customer Skills dropdown list to specify whether or not to display customer skills on the report. The options are:
None
Only Specific Customer Skills
All Customer Skills
Note: When you select Show Customer Skills, the evaluator's name is also included on the report.
Click the Show Specific Customer Skills link to pop-up the Skill List page.
From the Skill List page, select the customer skills to display on the report.
Click Add All Selected. To remove the customer skills, select the customer skill in the list box then click the Remove button.
Note: The Show Specific Customer Skills listbox is only visible if the Show Customer Skills dropdown list above is set to Only Specific Customer Skills.
Select the Show Incomplete Waivers Only? checkbox to only include on the roster those customers who have incomplete waivers in the activity.
These are waivers that still require the customer's signature in order to be considered complete.
Select the Show Charges for Customer? checkbox to include customer's charges on the roster.
Select the Customer Alternate Keys? checkbox to include alternate keys and information relating to alternate keys on the report.
Select the Show Customer Pass Numbers? checkbox to include customer pass numbers and information relating to customer pass numbers on the report.
Select the Show Customer Type? checkbox to include customer type on the report.
Choose the option from the Output Type drop-down list to select 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 the Microsoft Excel Tabular Format is selected, then staff users can select none or only one of the following options to run the report:
Show Prerequisites?
Include Team Contacts?
Include League Contacts?
Show all Activity Custom Questions? / Show Specific Custom Questions
Show Coupons?
Show Customer Skills
Show Incomplete Waivers Only?
Show Charges for Customer?
Show Customer Alternate Keys?
Show Customer Pass Numbers?
Include Planned Absences?
Show POS merchandise totals?
Selecting Microsoft Excel Tabular Format automatically unselects the following report options:
Output as an enrollee list?
Team/Group Roster
Sort by Team?
Include Team Totals?
Show Sub Totals and Grand Totals?
Select the Output as an Enrollee List? checkbox to display a list of all enrollees in selected activities without grouping them together by activity.
Note: While a Roster shows a list of enrollees grouped together for each activity (for example: for use by instructors), an Enrollee List only shows a general list of all enrollees for all selected activities (for example: for use by admin staff only).
Select the Include Customer's Transaction Notes? checkbox to include customer's transaction notes on the roster. Customer transaction notes are entered during activity registration.
Select the Include Staff's Transaction Notes? checkbox to include agency staff's transaction notes on the roster. Staff transaction notes are entered during activity registration.
Select the Only Outstanding Balances checkbox to only include customers with outstanding balances (payment amounts due) on the roster.
Select the Show POS merchandise totals? checkbox to include POS merchandise purchased by each customer for an activity on the roster.
Select the Include Head of Household? checkbox to include the head of household on the roster.
Note: The name of the head of household will appear immediately below the enrollee's name.
Select the Use Head of Household Contact Information? checkbox to display the head of household's contact information on the roster.
Note: These will be displayed in place of the enrollee's contact information.
Select the Show Bib Numbers? checkbox to display bib numbers on the roster.
Select the Show Corral Numbers? checkbox to display corral numbers on the roster.
Select the Include Trial? checkbox to show a list of all enrollees who are registered in trial classes on the roster.
Select the Include Planned Absences? checkbox to include a sub-section that lists the dates of planned absences for each full-time enrollee.
Select the Include Make-up Class Customers? checkbox to include make-up class customers as part of the roster.
in the report results:
Enrollee name column is named as Enrollee / Make-up Customer Name.
‘Make-up customer?’ and ‘From Activity’ columns are displayed.
Click the calendar
icon beside the Print
Rosters That Have Changed Since box and select a Beginning Date of print rosters
that have changed from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Note: Only rosters that have been modified since this date will be displayed.
Choose the option from the Sort Contents by drop-down list to sort contents by different options, as selected from a predefined list. The options include:
Enrollee Name: Enrollees will be listed on the activity roster in alphabetical order.
Age + Enrollee Name: Enrollees will be listed on the activity roster by age (beginning with the youngest), then by name in alphabetical order.
Geographic Area + Entry Order: Enrollees will be listed on the activity roster grouped by geographic area, then the order in which they enrolled.
Geographic Area + Enrollees Name: Enrollees will be listed on the activity roster grouped by geographic area, then the name in alphabetical order.
Entry Order: Enrollees will be listed on the activity roster in the order in which they enrolled.
Gender: Enrollees will be grouped on the activity roster by their gender.
Bib + Corral: Enrollees will be sorted and listed on the activity roster by bib number followed by corral number.
Corral + Bib: Enrollees will be sorted and listed on the activity roster by corral number followed by bib number.
Customer Type: Enrollees will be sorted and listed on the activity roster by customer type.
Choose the option from the Sort Pages by drop-down list to sort pages by different options, as selected from a predefined list. The options are:
Activity Name
Activity Number
Instructor Name
Location
Select the Show Private Lessons in Summary Form? checkbox to replace private lesson details with a summary on the report.
Click the Run Report button to generate the report.
Enter in the Report Title box the desired report title.
Click Save to save the report definition using the current report title entered. If the report title has been changed, the original report title will be replaced by the new one.
Click Save As to save another version of the report definition using a different report title.
Click Recall/Schedule on top of the page to access a previously saved report definition from the Report Definitions page.
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