How to Create a Custom Roster from the District or School Dashboards

Overview

Custom rosters allow School and District staff to generate specific student lists across multiple programs and sessions. You can use them to:

• Download customized information about your students
• Create custom mailing lists for specific groups
• Generate lists of students by enrollment status (enrolled, waitlisted, or unenrolled)

The downloaded file is a CSV that can be opened in any spreadsheet application like Excel or Google Sheets.

Creating a Custom Roster

Step 1: Access the Custom Roster Feature

1. Navigate to the District Dashboard or School Dashboard
2. Under Reporting, select Custom Rosters
3. Click the teak “+ Create a New Custom Roster” button

Step 2: Choose Students

1. In the "New Roster: Choose Students" screen:

• Under "Include students," select which students to include (enrolled, waitlisted, and/or unenrolled)
• By default, only "enrolled" is checked
• Important: If you want to see waitlisted or unenrolled student statuses in your report, make sure to check these boxes

2. Filter sessions using the options on the left

• You can filter by dates, location, or program

3. Select sessions by:

• Checking individual session boxes
• OR checking the “All matching sessions” box at the top

4. Click the teal Next button in the bottom right

Step 3: Choose Fields 

1. On the “New Roster: Choose Fields" screen:

• The left panel shows available Standard & Custom Fields (includes both fields synced from your Student Information System (SIS) and custom questions parents answer during registration).
• The right panel displays the columns for your custom roster you will download. 

2. Select fields from the left panel by clicking the radio button next to each desired field

• Custom question fields are labelled as “District Question,” “School Question,” “Optional,” or “Inactive” to indicate the origin, type, and status of the questions. For example, “District Pickup Question” tells us where the question was created (District Dashboard) and the type of question it is (built-in Pick up question).

3. Manage selected fields in the right panel using:

• Up/down arrows to reorder fields
• Trash icon to remove fields
• Pencil icon to edit field names

4. Click the teal Next button in the bottom right

Step 4: Name Your Roster

1. In the “New Roster: Name” screen:

• Enter a descriptive name that will help you recognize your roster later
• Choose a name that indicates what information the roster contains
• Example: "School Roster with Waiver Responses"

2. You have three options:

• Previous: Return to the previous step
• Download: Download the roster immediately without saving
• Save: Save the roster for future use

Managing Your Custom Rosters

Your saved rosters appear in the Custom rosters tab with three action icons:

• Download icon (down arrow): Export the roster as a CSV file and open in your favorite spreadsheet application
• Email icon (envelope): Contact families or collect parent email addresses
• Trash icon (garbage can): Delete the roster when no longer needed
• Edit icon (pencil): Modify the roster settings

Additional Notes

• Provider questions: Custom questions added by a provider are not available fields on a school’s custom roster. 

Additional Resources

Need help working with your exported data?

• Google Docs Editors Help Page
• Microsoft Excel Help Center