This report is aimed at branches and organizations that have used a questionnaire in their online store. It allows you to display the answers to your questionnaires.
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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.
Organization*: This is a mandatory filter - You can use the drop down or the tree to select an organization. (Selecting another MHA is permission based).
Period*: This is a mandatory filter - By default it will the period will be set to the current season. Use the drop down to select a different season if needed.
Form*: This is a mandatory filter - Forms can be used by registration fees, membership fees or clinics.
Registration Fee: You can use the drop to select all registration fees, or target the registrations fees you want to report on.
Membership Fee: You can use the drop to select all membership fees, or target the membership fees you want to report on.
Clinic: This will be greyed out, unless you select a form that was used in a clinic.
Gender Identity: Use drop down to filter by male, female, prefer to to say or prefer to self describe.
Date of Birth - Start & End: You can use the birth date range to narrow your search.
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Action Button
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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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Questionnaires Report Default Columns
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Invoice Number
Item Name
Item Type
Division Name
HCR Number
First Name
Last Name
Birthdate
Gender Identity
Email
Mother's First Name
Mother's Last Name
Mother's Email
Mother's Phone
Father's First Name
Father's Last Name
Father's Email
Father's Phone
Amount
Paid Amount
Due Amount
Owed Amount
Name on the Invoice
Email on the Invoice
The next columns will be the questions you have listed on your questionnaire.