# Review enrollment and export the roster

Category: Reporting

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

1. Confirm the school in the workspace header.
2. From **Dashboard**, select **View enrollment status**, or open **Insights & Reputation → Enrollment status**.
3. Review current totals grouped by classroom and age; search for the intended child or classroom.
4. Resolve unexpected classroom or enrollment-status discrepancies in the underlying record using verified school information.
5. Use the available CSV, PDF or print action for the reviewed view.
6. Verify the exported school, scope and totals before storing or sharing it. Use **Show Past & Other** in the family workspace when reviewing historical records.

## Verify the result

Export totals and active roster agree with the selected school.

## If something goes wrong

Historical or withdrawn records must not be mistaken for current enrollment. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/DIRECTOR_SOP.md. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.