This report is intended for branches and organizations, it allows you to generate the list of all the participants of an organization.
| 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).
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.
Member Type: This is an optional filter, and if used, only 1 member type at a time and be filtered.
Gender Identity: Use drop down to filter by male, female, prefer to to say or prefer to self describe.
Status: You can search by the status of a members profile - draft, unconfirmed, confirmed, inactive, blocked, ineligible, deceased or released.
No member type / Unregistered members: By selecting the filter option for No member type / unregistered members, you can search for members that have no registration on file or have not been rostered to a team in the current season.
Missing documents: If you have selected to ask for mandatory documents in your organization's settings, you can search for only those members who have not added the required documents during registration or when you submit a change of address.
Missing required fields: Selecting this filter option for Missing required fields, you will narrow your search to members that are missing information from the primary information select of their profile.
With Unconfirmed Address: You can filter by Unconfirmed Addresses to display only members with addresses that have need to be verified.
...
Action Button
...
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
...
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.
...
Participants Report Default Columns
...
HCR Number
First Name
Last Name
Email
Birthdate
Gender Identity
Member Status
Active
With Unconfirmed Address
Incomplete Profile
Missing Documents
Age
Organization Name
Branch Name
Primary Organization Path
Position
Identify as Indigenous
Indigenous Group
Ethnicity
Ethnicity Note
Criminal Record Check is Expired
Outstanding Balance
Source
Member Types
Team Name
Team Abbreviation
Division Name
Registration's Class Name
Father's First Name
Father's Last Name
Father's Email
Father's Phone
Mother's First Name
Mother's Last Name
Mother's Email
Mother's Phone
Unit Number
Street Number
Street
City
Province
Country
Postal Code
Birth Country
Primary Language
Secondary Language
Citizenship
Member Contact Emails
Member Identity Emails