...
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
...
Custom Reports
You can create a custom report using any combination of the default columns listed below.
To create this report, click New Custom Report. custom report from the Action button, or the New custom report button located at the top of the search result display.
...
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.
...
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
Search Results
In each of the columns, you will find a sort option with a directional arrow letting you know which way the sort is going in.
The blue arrows allow you to move move from left to right when viewing the columns of your report.
Click on the Show box to change the amount of lines visible in your search results.
...
Exports
You can export your reports by click on the Action button and selecting Export Excel, or from the export button located at the top of the search display results. Using the export button, you can export to CSV or Excel.
...
A history of your exported reports can be retrieved from the Exports menu.
...
Tips
When using any of the filters for your search, the system will save your most recent options. to clear your search history, either click Clear, or click on Reset filters.
There will be times that your report is too large to display on the screen. A message will appear - You report is too heavy, click her to download the complete report. Click on it, and you can view the full report from the export.
...