How To Create and Filter by Groups?

Create a group

You can manage groups within the Student Details report, which provides a breakdown of participant information such as allergies, medical notes, special requests, private notes, and more. It also allows you to create and assign custom groups.

To access the report:

1. From your dashboard, hover over Registrations & Payments and click Registration Reports.
2. In the left-hand menu, click on Student Details.

To add a participant to a group:

1. Find the participant in the report and click Add Group.
2. Enter a group name. This field is flexible — you can use letters, numbers, or words (e.g., Group A, Group 2, Red Team).

Once groups are assigned, you can use filters in reports and features like Check-In to view and manage participants by group.

Filter by Group

Reports

To filter a report by group:

1. Locate the Group filter and click on it to open the dropdown menu.
2. Select the group you want from the list.
3. Click Apply Filter to display only participants in the selected group.

Check-in Feature

To filter the check-in list by group:

1. Click the Group filter to open the filter window.
2. Select one or more groups from the list.
3. Click Apply to close the window and filter the participant list by the selected group(s).

For more information about the Check-in feature check out our help article: How Do I Track Attendance in ActivityHero?