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In this exercise, you will create a Program Roster report. This report will display a Header with the name of each program in your current filter set, with the program’s registrants listed below.
| 1. | Go to Tools > Report Center and create a new Report by clicking the new report icon (paper with Green plus) |
| 2. | In the report type selection box that appears, click on the button to the left of the “General Information Report” option. |
| 3. | Select Program Characteristics from the “<Type of Field to Display>” drop down list (note: the term for Program may vary – class, camp, session, etc) |
| 4. | Click and drag the Program fields you want to include into the “Selected Fields” box (e.g. Name, Start Date, End Date, etc) |
| 5. | Select Participant Fields from the “<Type of Field to Display>” drop down list (note: the term for Participant may vary – Camper, Student, Player, etc) |
| 6. | Click and drag the Participant fields you want to include into the “Selected Fields” box (e.g. First Name, Last Name, End Date, etc) |
| 7. | If you want to include fields specific to the registration (for example, the Participant’s current balance for that specific registration), select Registration Fields from the “<Type of Field to Display>” drop down list and select the appropriate fields |
| 8. | Scroll down to the Grouping Section of the Report and in the first Group By, select Group By: Program (page break will automatically be checked) |
| 9. | Save your report, and click “Run” making sure “Grid Layout – With Grouping” is selected as the layout. |
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