When staff are running the Course Roster report, there is a way to set up defaults columns of data and to indicate other desired settings that would automatically apply for all staff generating a Roster. You have two options for setting up the Roster Defaults: at the Category or the Subcategory level. Use the steps below to set them for the desired Category or Subcategory.
- Point to Courses
- Select Categories.
- Select the Category (or Subcategory) and select the Set Admin Report Defaults button.
- Select the Course Roster check box then select Save Defaults for Selected Reports. A new menu will be displayed.
- Set the desired columns and any other settings.
- The Paper Type/Orientation allows you to print the roster Portrait (vertical) or Landscape (horizontal). Using Landscape can be helpful if including a large number of columns on that particular roster.
- Include 'Confidential' puts the word confidential at the top as a watermark.
- Include 'Waiting' will include any enrollments on the wait list along with the active enrollments.
- When Include Date Columns is set to Yes, the system will automatically include a box to allow staff to put a checkmark for attendance. Either 14 or 21 Dates (month and day) will also be reflected at the top. If the Start and/or End Date fields are left blank, the system will automatically include the dates that correspond with the pre-set class dates.
- If your team is using the Course Rosters app for attendance or manually entering attendance on the Admin side, the Mark Attendances will put an X for each date that person attended.
- On the right, set the desired Columns. Any custom registration questions will be reflected at the bottom of the list after the system column options. Note: If you wish to sort by a particular parameter, ensure that is the first column as the roster will sort automatically by the first column (if you wish to sort the roster by Grade, make it the first column).
- Select Continue.
- Select Close when prompted.