Custom rosters are helpful when you want to download customized information about your students, or create custom mailing lists for specific students. The downloaded file is a CSV file that can then be opened in any type of spreadsheet application, such as Excel or Google Sheets. If you use a custom roster as a mailing list you are able to email that list directly from the customer rosters page. The instructions below show you how to create a custom roster from the Provider Dashboard (https://www.6crickets.com/provider).
- From the menu to the left, under "Roster & Analytics", click on "Rosters (Refund, Attendance, Add Stude..."
- At the top of the Rosters page, click on the "Custom Rosters" tab. (refer to image below)
- Click on the pink "+ Create a New Custom Roster" button.
Step 1 is where you choose the students by the sessions they are registered to. You can filter the sessions by dates, location, or program.
By default, only enrolled students will be on the downloaded roster. If you'd like to include waitlisted and unenrolled students or include one category of students only, please check or uncheck the boxes in front of "enrolled", "waitlisted" and/or "unenrolled" respectively.
Step 2 is where you choose the information you want to be included in the custom roster. The information here is all the information the parents would have provided during registration, including any custom questions you have set up. You can also choose how you want the information ordered in the area to the right.
Note that If you'd like to include the students' waitlisted and unenrolled statuses, please make sure to check the boxes for "Waitlist" and/or "Unenrolled" in Step 1.
Note: if you want to see which registrations came from the 6crickets public marketplace and the ones from your provider registration portal, please scroll down and add the field "Referred by". To identify if the registration came from your provider registration portal you’ll see the word “provider” in your CSV file. “6crickets” means that the registration came from the public marketplace. “School or district” indicates registrations of after-school sessions from a school registration portal.
Step 3 is where you give a name to your customer roster. Be sure to use a descriptive name so you can remember what information it provides. Once you have entered a name you can then click "Save" or "Download".
After you saved the custom roster, you will have the options to delete, edit, duplicate, download or email. The email option will allow you to send an email or collect the email addresses for the parents of that particular custom roster.
Note: The school custom questions "Pickup Question" and "Pickup Notes" are currently not a custom field for providers, so you'd pull them from the downloaded roster. "Pickup Notes" show on the printed attendance roster.
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