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Filter options: for the Outstanding balances report are:This report is for branches and organizations, it allows you to generate a report of all members with qualifications.

Table of Contents

Filter options

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, or select All. (Selecting another MHA is permission based).

Qualifications*:

With Registration: You can use the drop down to filter by all registrations, no registrations, registrations in my organization only, or registrations with other organizations.

With Team: You can filter by yes, on a team, no, not on a team or both.

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.

Member Type: Select the member type - player, coach, official, volunteer, bench staff, dreams come true and / or first shift.

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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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Qualifications Deficiencies Report Default Columns

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  • HCR Number

  • First Name

  • Last Name

  • Email

  • Birthdate

  • Gender Identity

  • Unit Number

  • Street Number

  • Street

  • City

  • Postal Code

  • Province

  • Country

  • Member Organization

  • Teams Information

  • Missing Qualifications