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