Branch - Summary Report
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Note |
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It is important to remember, if you your association has done any manual registrations or an exchange of a package, please leave the filter for online store stores blank. Selecting an online store for your report, will only include registrations completed online. |
Filter
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Options for the Summary Report
Using the filter options allow allows you to narrow your search results. By leaving a filter blank, your report will include all options in that field.
Fields marked with an * are mandatory
* Organization: You can use the drop down or the tree to select an organization. (Selecting another MHA is permission based).
* Period: By default it will the period will be set to the current season. Use the drop down to select a different season if needed.
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Other Item: This will be made available if you select the registration type - other. You can select All, or filter by each other item.
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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
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Options for the Detailed Report
Using the filter options allow allows you to narrow your search results. By leaving a filter blank, your report will include all options in that field.
* Organization: You can use the drop down or the tree to select an organization. (Selecting another MHA is permission based).
* Period: By default it will the period will be set to the current season. Use the drop down to select a different season if needed.
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Go to summary report - This will take the report from a detailed to a summary report that includes reports on the total in each division.
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 your 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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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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Registrations Report - Summary - Default Columns
Item Name
Division Name
Registration's Class Name
Team Category Name
Item Type
Available Place
Item Sold
Item Left
Confirmed
Cancelled
Pending
Waiting List
Registrations Report - Detailed - Default Columns
Member ID Number
First Name
Last Name
Birthdate
Gender Identity
Gender Identity Description
Email
Missing Document
Member Type Name
Member Status
Amount Due
Amount Paid
Amount Owed
Affiliation Due
Affiliation Paid
Affiliation Owed
Rebate Amount
Tax Amount
Fee Amount
Affiliation Fee Amount
Payment Method
Team Name
Primary Organization Name
Shared Organization Name
Previous Team Name
Previous Division Name
Previous Class Name
Previous Team Category Name
Unit Number
Street Number
Street
PO Box
City
Postal Code
Province
Parent 1 - First Name
Parent 1 - Last Name
Parent 1 - Email
Parent 1 - Phone
Parent 2 - First Name
Parent 2 - Last Name
Parent 2 - Email
Parent 2 - Phone
Confirmed By
Confirmation Date
Cancelled by
Cancellation Date
Registration Status Date
Registration Status
Position
Position Group
Fee Type
Fee Name
Item's Organization
Registration's Member Type Name
Division Name
Registration's Class Name
Team Category Name
Registration Amount
Registration Early Amount
Early Amount Until
Registration Late Amount
Late Amount After
Invoice Number
Invoice Date
Origin
Invoice Status
Organization Name
Name on the Invoice
Email on the Invoice
Registered in another organization
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.
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You can export your reports by click clicking 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.
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There will be times that your report is too large to display on the screen. A message will appear - You Your report is too heavy, click her here to download the complete report. Click on it, and you can view the full report from the export.
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