RE: Creating class roster lists

Hi Kelsey –

 

My guess is that report is custom to your organization… my two thoughts would be:

 

1.       If you save that report as an excel document, does it include the constituent ID’s in one of the columns? If so, you can import those ID’s into a list using the Import button in List Manager.

2.       Are the class orders sold to the student or the parent? If sold to the student, you could use Season Manager>Order Search to pull up all orders for that class and save to a list.

 

Hopefully one of those works for you!

 

-p.

 

Patrick Schley
Academy Services Manager

FIRST STAGE

Transforming Lives Through Theater

325 West Walnut Street | Milwaukee, WI 53212
(414) 267-2970 direct
| (414) 267-2976 fax

 

 

  • In addition to Patrick's solutions, you could also create a list in List Manager, and look through the "Ticketing" section of criteria to select customers who purchased a seat in the particular class performance. Using the radio button at the bottom to replace constituents with their household will clean up the list a bit, too.

    -Michael