1. Go to Analysis > Manage Lists
  2. Select Manage Basic and Advanced Lists
  3. Select List Templates
  4. Select the category Constituent Information
  5. Click View/Copy across from Parents of Students
  6. On the Select Objects tab, add the following:
    1. Constituent Information > User Role (select the Parent Object User Base.User ID=User Role.User ID. This will display as User Role [2])
    2. Constituent Information > User Register (select the Parent Object User Base [1].User ID=User Register.Student User ID)
    3. Platform > Grade Level
    4. School > School Level
  7. Select Display Fields
  8. Mark Enable Grouping Options
  9. Select the Filters tab
  10. Use the following Global Filters:
    1. ( User Role.Role is any of Parent
    2. AND User Role [2]. User ID is not null)
    3. User Role [1].Role Any of Student
    4. User Register.School Year is Any of [Selected school year]
    5. Grade Level.Grade Level Description any of [Selected grade levels
    6. User Role [2].Role any of Non-Teaching Staff and Teacher
  11. Enter a name and select a Category (if desired)
  12. Click Save
  13. Click Preview