This report is aimed at branches and organizations that have used a questionnaire in their online store. It allows you to display the answers to your questionnaires.
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Filter
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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.
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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*: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.
* Form*: This is a mandatory filter - Forms can be used by registration fees, membership fees or clinics.
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Membership Fee: You can use the drop to select all membership fees, or target the membership fees you want to report on.
Clinic: This will be greyed grayed out, unless you select a form that was used in a clinic.
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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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Invoice Number
Item Name
Item Type
Division Name
HCR Number
First Name
Last Name
Birthdate
Gender Identity
Gender Identity Description
Email
Mother's Parent 1 - First NameMother's
Parent 1 - Last Name
Mother's Parent 1 - EmailMother's
Parent 1 - Phone
Father's Parent 2 - First NameFather's
Parent 2 - Last Name
Father's Parent 2 - EmailFather's
Parent 2 - Phone
Amount
Paid Amount
Due Amount
Owed Amount
Name on the Invoice
Email on the Invoice
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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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