Roster

Filters

Report Filter

Hyperlink

The following filters are available on the Activity Roster page: Activity, Department, Activity Category, Activity Type, Activity Start Date Range, Activity Site, Center, Center, Instructor,  and Custom Question Answer.

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

Privacy Compliant Version

Checkbox

Option to run the report with the privacy compliant version, in which specific customer information options, filters, and columns are hidden.

Type of Transactions

Dropdown list

Option 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• All - Displays all transactions for the selected activities (this includes all customers who have withdrawn or transferred).

• Roster - Displays the enrollee roster for the selected activities (this does not include participants who have withdrawn, transferred or are scheduled to be enrolled).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.

Note that a transaction legend is displayed at the bottom of the report.

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.

Waiver Status

Dropdown list

Option to include customers on the list based on their waiver status, as selected from Incomplete, Completed, or Completed + Incomplete.

Customer Name Format

Dropdown list

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

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).

Calculate Age Based On

Radio button

Option to select the start date to calculate customer ages:

• Report Date
• Program start date
• Specified Age Calculation Date

Optional Fields 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: , Customer #, Customer Email, Primary  Phone, Work Phone, Cell Phone, Other Phone, Pager, 1st Emergency Contact Name, 1st Emergency Contact Phone, 2nd Emergency Contact Name, 1st Emergency Contact Phone, Primary Payer Name, Payer Email, Age, Total Fee for the Activity, Total Paid for the Activity, Amount Due for the Activity, Earned Activity grade, Total owed on Account, Quantity, Waitlisted Time, and Reserved Time.

Show Customer Pass Number?

Checkbox

Option to include customer pass numbers and information relating to customer pass numbers in this report.

Show Historical Activity Grades?

Checkbox

Option to include historical activity grades in this report.

Only Outstanding Balances

Checkbox

Option to only include customers with outstanding balances (payment amounts due) on the roster.

Output Type

Dropdown list

The output type or format of the report.

The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.

Sort Contents By

Dropdown list

Option 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.

• Customer Type  - Enrollees will be sorted and listed on the activity roster by customer type.

• Receipt Date - Enrollees will be sorted and listed on the activity roster by receipt date in chronological order.

Sort Pages By

Dropdown list

Option to sort pages by:

• Activity Name

• Activity Number

• Instructor Name

• Location

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.