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Problem displaying records in Attendance Roster report

Roster is Blank

Set the Filter By option to ONE of the following depending on the desired results.

  • Ignore: Using this option, rosters will include all Client Assignments.  Both Assignment Dates and Assignment Enrollment Status values are ignored.  This option will result in a list of all clients regardless of Enrollment Status or Assignment dates.
  • Status: Using this option, rosters will include Client Assignments that are listed with an Enrollment Status that is considered "Active" including these status values "Enrolled/Active", "Enrolled/Hold" and "Approved Visitor".  Assignment Start and End Dates are ignored using this option.  This option will result in a list of all active clients regardless of Assignment dates.
  • Dates: Using this option, rosters will include Client Assignments based on their Assignment Start and End Dates for the date entered in the Report Date field.  If the Report Date is blank, it defaults to current date.  Enrollment Status is ignored using this option.  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.  If a Client Assignment does not have dates, the Assignment record will display.  This option will result in a list of all active clients based on the Assignment start and end dates that match the Report Date option.  If the Report Date is blank, it defaults to the current date.

Roster has Inactive Clients

  • Set the Filter By option to "Status".
  • Using this option, rosters will include Client Assignments that are listed with an Enrollment Status that is considered "Active" including these status values "Enrolled/Active", "Enrolled/Hold" and "Approved Visitor".  Assignment Start and End Dates are ignored using this option.

Roster is Missing Clients

  • Set the Filter By option to "Ignore".
  • Using this option, rosters will include all Client Assignments.  Both Assignment Dates and Assignment Enrollment Status values are ignored.

 

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  1. Rick Stern

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