Roster Report

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The Roster Report provides a listing of all registered users for a program.

Instructions

  1. Sign in to Recreation Management

  2. Navigate to the Reports tab:Menu displaying various options with Reports highlighted for selection.

  3. Select User/Roster Reports and then Roster Report or Roster Report (With Report Pickup):The Reports screen with the User/Roster Reports tab expanded and the Roster Report and th eRoster Report (With Report Pickup) highlighted.

    Note:

    The Report Pickup option is recommended for larger data sets that take more time to process.

  4. Click Filters and select any relevant User Filters:The Roster Report screen with the Filters drop-down menu expanded and the User Filters tab highlighted.

  5. On the Activity Filters tab, select the desired activities/sessions:The Roster Report screen with the Filters drop-down menu expanded and the Activity Filters tab highlighted.

  6. Select additional filters as needed:The Roster Report screen with the Add-On/Discount Filters, Participant Filters, Waiver Filters, and Custom Data Filters tabs highlighted.

  7. Click the Fields drop-down menu, then on the User Fields tab choose the information you wish to display for participants: The Roster Report screen with the Fields drop-down menu expanded and the User Fields tab highlighted.

  8. Choose to display any Transaction Fields:The Roster Report screen with the Fields drop-down menu expanded and the Transaction Fields tab highlighted and displayed.

  9. Select additional fields as needed and click Apply:The Roster Report screen with the Fields drop-down menu expanded and the Apply button highlighted.

  10. Review the report:Example results of a successfully run Roster Report with fields for Name, Street Address, City, State, and Email displayed.

  11. If desired, choose to Print, Export, Email, Schedule, Save, or Communicate the report:The Roster Report toolbar with the buttons for export options highlighted.