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Generate a roster

Following are some things to know before generating a roster.

  • Data included in the roster only comes from your Clearpath organization. If a carrier requires unique data outside your Clearpath organization, you need to manage it outside the roster.
  • To edit a producer's data in a roster, edit the producer's profile in Clearpath and re-generate the roster. You can't edit a roster directly.
  • The roster outputs only one row per unique producer that includes all of their associated data.
  • You can't preview data in the roster before generating it.

Steps​

Export a roster report to a CSV file using a saved template. The file may need to be manipulated further after export if data outside the Clearpath ecosystem needs to be included.

  1. Click the menu icon () at top left.

  2. Click View All.

  3. Click Accounts.

  4. Click the name of an account, which may also be the name of a carrier. If no accounts are visible, select All Accounts in the dropdown under Accounts at top left.

  5. In the Roster Managed modal, click New Report.

  6. Select the roster template to use to generate a roster for the carrier.

tip

A best practice is to give a template the name of the carrier it's for. You can change a template's name anytime.

  1. Click Create.

  2. A report takes from 30 seconds to a minute and a half to generate. You receive an email when the roster is generated. Download the file anytime under the Related tab in the Clearpath Roster Reports modal. In the Details tab, see details like the template used, who generated the report, the status of the report, and any errors. To download the exported file, click the file's name in the Files modal.

A report is generated by a batch job, which executes the query/export in batches of 200 before combining those queries into a single CSV. This enables the query to avoid heap-size limits when large amounts or producers and fields are in play. The report generation batch job initiates when a job completes.

Preview the roster​

The Preview panel at right shows a model of what the roster output will look like. Changes you make to the template are reflected in the preview in real time.

To change a column's width, drag the column's left or right edge in the heading row.

See and download previous exports​

  1. Click the menu icon () at top left.

  2. Click View All.

  3. Click Accounts.

  4. Click the name of an account, which may also be the name of a carrier. If no accounts are visible, select All Accounts in the dropdown under Accounts at top left.

  5. See previous exports under the Related tab in the Clearpath Roster Reports modal. Click a report name to download the exported file, see details like the template used and who generated the report, the status of the report, and any errors.

note

An exported roster may require manual manipulation before sharing it with a carrier. For example, a carrier may require a cover sheet on a separate Excel tab, splitting data among multiple sheets, changing a column's data format using Excel, or including data not sourced from Clearpath. Clearpath doesn't currently support these scenarios.