This report is for branches and displays a list of all registrations of its child organizations. This is a registration report, but at the branch level.
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Branch - Summary Report:
This report will give you a total number of registration by division. If you need a detailed report that includes names of registrations, use the Action button and select Go to detailed report.
Branch - Detailed Report:
This report will give you a detailed report for registrations that include member’s information. If you need a summary report for registration number per division, use the Action button and select Go to summary report.
Filter options:
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Using the filter options allow you to narrow your search results. By leaving a filter blank, your report will include all options in that field.
The * indicates that it is a mandatory field.
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Date - Start & End: You can search for registration that came in during a date range by adding a start and end date.
Action Button:
Go to detailed report - This will take the report from a summary to a detailed report that includes names of members.
New custom report - You can create you own custom appeals report that will allow you to choose the columns that are generated.
Export excel - Click to export your report
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Custom Reports:
To create this report, click New Custom Report. Give the report a name, and a description (optional but is useful if you want to save the custom report and use it again later). Click the box Save Filter Values if you want to save this custom report. Next, select all, or choose from the column options, then click Save.
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Branch Summary Report Default Columns:
Registration's Member Type Name
Division Name
Registration's Class Name
Team Category Name
Registration Name
Organization Name
Registration Count
Branch Detailed Report Default Columns:
Amount Due
Amount Paid
Affiliation Due
Affiliation Paid
Rebate Amount
Tax Amount
Outstanding Balance
HCR Number
First Name
Last Name
Birthdate
Gender Identity
Email
Phone
Team Name
Shared Team Name
Primary Organization Name
Shared Organization Name
Registration's Member Type Name
Division Name
Registration's Class Name
Team Category Name
Confirmation Date
Cancellation Date
Fee Type
Fee Name
Registration Amount
Registration Early Amount
Registration Late Amount
Late Amount After
Invoice Number
Early Amount Until
Invoice Date
Origin
Organization Name
Name on the Invoice
Email on the Invoice