Rosters are customizable to fit your needs. Follow the steps outlined below to create your perfect, personalized roster.
You can print one or more Class Rosters from either the Classes page or the Reports page. This article explains how to print rosters from the Reports page.
Step 1 - Choose Location & Enrollment Period
Go to the Reports page and click on "All Rosters." Choose which Location you want (or choose "All Locations." Then select which Enrollment Period from the drop-down menu.
Step 2 - Filter by Tag(s)
You can also filter the Enrollees who show up on the Roster Sheet by Tag(s).
Step 3 - Configure Roster
In this step, you will configure the dates, columns, and headers, as well as decide if you want to include any Activities.
Class Dates in Roster
Click on the date selector and a calendar will pop up where you can choose your dates. Choose your dates and click OK.
NOTE: Make sure the dates you select are the dates the Class is in session.
Date Columns per Page
Choose which Weekday display preference you want:
Daily: One day per page (e.g., selecting Monday-Friday within the same week will be five pages)
Weekly: One week per page (e.g., selecting Monday-Friday within the same week will be one page)
Monthly: One month per page (e.g., selecting each day within the same month will be one page)
Classes per Roster
Choose the Class display preference you prefer:
Single: Each Class has its own roster
Multiple: Combine Classes that happen within the same week on the same roster
Configure Columns
To save time, you can have up to three saved header configurations. Toggle between these three headers to see the configuration you have set for each.
Add Header(s)
First, add new Headers to your columns. You can then customize these by doing the following:
Edit the labels
Increase/decrease the width
Add Header to the left or right
Remove headers (NOTE: If there is only ONE Header, you cannot remove it; there must be at least one Header)
Change Values
Here you can set the value of the column to any field that is on your Enroll Form. These are listed when you click "Change Values." Just select the box to add the value.
Important Note About Adding Tags on Rosters
If you want to view Tags on Rosters, currently the only Tags you can view are "Enrollment Tags," which are Tags on the enrollment card (NOT Account Tags or Enrollee Tags). We have plans to add these Tags to Rosters in the future.
You also must have the value "Tags on Enrollment" as a value under the Column settings in order to view Enrollment Tags:
Columns Repeated/Activities
You also have the option to add a column that is repeated per Class date (e.g., Check In/Check Out) and add one or more Activities.
NOTE: This is an unlockable feature, so if you want this feature, please let us know via the chat button).
Choose one column (only one column can be under "Columns repeated her date" for Activities to show up).
Click "Change Values" and select from your list of Activities. See this support article if you need to create an Activity.
Print Roster
When finished customizing the sheet, click "Submit" then "Print" to print the Roster.
Export Roster
When finished customizing the sheet, click "Submit" then "CSV" to export the Roster to a spreadsheet (in CSV format).
Use Cases & Examples
The following are a few use cases we've seen using this Roster.
Field Trip Roster
This attendance sheet is for one day (in our example: Oct. 10, 2022)
Display Preferences are set at:
One weekday per sheet
Each Class is its sheet
The Header is customized to:
Sign-In/Sign-Out Sheet
This attendance sheet is for one week (in our example: Oct. 10-14)
Display Preferences are set at:
One week per sheet
Combine Classes that happen within the same week on the same sheet
The Header is customized to:
