Rosters

Navigation:    Report Menu »» Attendance

Rosters

Attendance rosters used to collect attendance data.
Applies To:    Enterprise    Plus    Basic

• Report Date:  Required.  Enter a date for the report to be run.  This date will determine which clients are listed and what dates display on the report.  Clients will display if they have an active assignment during the dates of the report using their Assignment start and end dates.  If a client is not active during the dates chosen for a report, they will not display.  Default date is current date.
• Blank Roster: Yes/No option to print the report without client names and with a blank grid under the course header.  This option is not valid for Daily Scan and Weekly Scan.
• Filter By:  Select between filtering active clients based on Assignment Dates, Assignment Status, or Ignore both (default).  This report option is ignored if one or more values are selected for the Enrollment Status search field.Display Residency: If version Enterprise, will display the current School Residency record.  Versions Basic and Plus will display Current Grade and Current School fields from Client Record in the roster templates Number of Classes and Totals Only. Scan roster templates have various L (left) and T (top) margin settings.  The user may have to test print the templates to determine which template aligns correctly for the printer being used.
  • Dates: Using the Report Option Report Date, roster will include clients based on their Assignment Start and End Dates.  If the Report Date is blank, it defaults to current date.  Enrollment Status is ignored.
  • Status: Include active clients with active including these status = "Enrolled/Active", "Enrolled/Hold" and "Approved Visitor".  Dates are ignored
  • Ignore: Option ignores both Assignment Dates and Assignment Enrollment Status.
• The following three display options will change the report row height based on the options chosen and may cause rows to wrap to more pages.  These options are ignored for Monthly, Daily Scan, and Weekly Scan. (a) Display Phone Numbers, (b) Display Residency, (c) Display Roster Notes.
• Number of Classes Roster Template:  This roster template looks up the Total Number of Classes for each class and selects to display either 4, 8, 12, or 18 columns.  If Total Number of Classes is not set or is zero, 18 columns display.  The "B" version of this roster automatically displays the following additional fields:
  • Parent/Guardian name from the Client record.
  • Medical Alerts and Allergy Info from the Client record.
  • Replies to custom Registration Classification Questions that match the specific course section and assignment. (Plus and Enterprise only)
    
• Totals Only Roster Template:  This roster template contains a single column to record a total attendance only.  The "B" version of this roster automatically displays the following additional fields:
  • Parent/Guardian name from the Client record.
  • Medical Alerts and Allergy Info from the Client record.
  • Replies to custom Registration Classification Questions that match the specific course section and assignment. (Plus and Enterprise only)
    
• Registration Classification Questions Template: This template displays the replies to custom Registration Classification Questions that match the specific course section and assignment. (Plus and Enterprise only)
  
• Quantity:  If a Corporate client has a Quantity greater than one in the Assignment record, the Quantity will appear after the name in the roster as (##) such as (7).
• Signature w/Contact Info Template:  The Blank option and the four Display options have no effect on this report and are ignored during the preview/print process.
• For purposes of this report, Approved Visitor is included in the Active enrollment status.