How to get a Standard Roster Report

To jump directly to the written, step-by-step instructions, click here.

• For the Class Roster & Schedule Report, simply ensure the Schedule button is toggled on before selecting the report.

1. Use the ^vcaret to expand the Reports option.
2. Select Roster from the Navigation Bar.
3. Select Standard Roster Report from the Report Selector.
4. Set the filter values that will be inclusive of all records you would like on the report:
   • Term: The filter will automatically select the term you selected on the last page. You can change this to another term as needed.
   • People: Select from Students, Volunteers, or Both
   • Order By: This option allows you to choose how to sort the report. For the best outcome, think about your Classes Filter option when selecting how to sort your report. It wouldn't make sense to filter for only one grade and then also sort by grade. Options are:
     • Last Name
     • Grade
     • Birth Date 
     • Class Name
     • Family Last Name
   • Classes Filter: Choose the category on which you would like to filter (if any). Otherwise, leave the default All Classes in Term. This filter works in conjunction with the next filter.
     • By Grade: If you would like to list only students in a particular grade(s), select this filter category. The next filter will allow you to select the grade(s).
     • By Session: If you would like to list only students in a particular session(s), select this filter category. The next filter will allow you to select the session(s).
     • By Department: If you would like to list only students in a particular department(s), select this filter category. The next filter will allow you to select the department(s).
     • Selected Classes: If you would like to list only students in a particular class(es), select this filter category. The next filter will allow you to select the class(es).
   • This next filter works in conjunction with the Classes Filter. If you use the default, "All Classes in Term' for the Classes Filter, you will not even see this last filter. It will only display if you choose one of the filter categories listed under the Classes Filter.
     • The name of this filter will change depending on the category you select for the Classes Filter.
     • The options for this filter will change depending on the category you select for the Classes Filter. If you select By Grade, it will allow you to mark which grades you would like to include. Likewise, if you chose Selected Classes, it will allow you to mark which classes you would like to include, etc. 
5. You may add or remove additional information to your report by toggling the Summary button, the Schedule button or the Show Student Notes button displayed just under the filter options.
   
   
   • Report Summary: Adds a comprehensive summary to the top of the report that gives cumulative information for all of the filtered records on the report.
     
   • Class Summary: Adds class summary information to the top of each class listed shown highlighted in the report below. Currently, the Standard Roster Report does not provide a Class Summary Section when the Class Summary button is toggled alone. It is provided in conjunction with the Schedule whether or not it is toggled.
     
     
   • Schedule: For each class listed, there will be a schedule grid giving the Date, Day of Week, Start Time, End Time, Building, and Room.
     
     
     
   • Show Student Notes: For each class listed there there will be notes from Students that have that field populated in their Member Record.

Updated March 25, 2024 18:21