This report is for branches and organizations, it allows you to generate a report of background checks in an organization.
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Filter options
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.The * indicates that it is a mandatory field.
Fields marked with an * are mandatory
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).
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Period: This filter will be greyed grayed out unless you choose a member type - by default it will search in the current season. Member types reset every season, which is why, if you filter by member type, you now need to select a period to search in.
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With Active Roster: You can filter by member members that are on an active roster, not on an active roster or all members.
Expiration Date - Start & End: You can narrow your search by entering a time period, or leave it blank to search for all background checks in the selected season.
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Action Button
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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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.
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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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The default columns for the appeals report are:
Background Check Type
Status
Issue Date
Expiration date
Organization Name
First Name
Last Name
HCR Number
Email
Gender Identity
Gender Identity Description
Member's Organization Name
Member Type
Rostered Team Name
Rostered Team Status
Division Name
Registration's Class Name
Team Category Name
Member Organization Tree
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 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.
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Exports
You can export your reports by 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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A history of your exported reports can be retrieved from the Exports menu.
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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 - Your report is too heavy, click here to download the complete report. Click on it, and you can view the full report from the export.
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