Reports

Here is the list of all the reports available in the HCR, click on one of the reports to get the full description.

Reports:

• Appeals

• Background Check

• Background Check Deficiency

• Branch

• Cheque Issued for Insurance Claim

• Clinic Attendees

• Credits

• Duplicate Participants

• Game Incidents

• Injury

• Maltreatment Complaint

• Outstanding balances

• Participants on Multiple Teams

Detailed or Summary Report

The Registration, Branch and Team Roster reports default to the Summary Report. To view the detailed report, click on the Action button and select Go to Detailed Report. If you wish to return to the summary report, click on the Action button again and select Go to Summary Report.

The detailed report allows you to see a list of all members and the summary report displays the statistics for the selected report.

Custom Report

It is possible to customize your reports by clicking on the Action button on  the report page and selecting

New Custom Report. This will allow you to include only the desired columns and their order.

To create your custom report

• Click on Action and New Custom Report

• Give your report a name

• Enter a description (optional)

• Click on Save filter values

• Select the desired columns by checking them on the right

  • We suggest that you check the Email on the invoice column since it is the member's registration email. You are assured to have a recent email.

• You can move the columns to the desired order by clicking on them, holding down the mouse button and moving it up or down

• Click on Save at the bottom of the page

You will find your custom reports in the ‘dashboard’ of the ‘Report’ menu by clicking on the ‘Custom’

square

 Exports

You can run all reports in CSV or Excel, report processing may take a few minutes. You can go to other screens during this time and find your report in the export tab of the Report menu. Your report will remain in the export tab for a few days. In order to export the file, you just have to click on Action and on Export Excel.

Participant without a team

This report can show you registered members that have not been rostered to a team, or can be used to compare season registrations.

Previously in a team

This report allows you to take out the list of members who have previously played in a team, but who are not yet registered in the season. You have the option to filter by division, class, team category, date of birth range and by position groups (player, coach, bench staff).

Print the Registration Form

This report allows you to print a registration form including the mandatory information that must be collected when registering a member. This will allow you to ensure that all information is collected in order to validate a member's profile in HCR. The printed information will also include a list of documents and mandatory exemptions.

Qualifications

You can select from the qualifications listed and run based on ‘expired’, ‘valid’ and ‘all’.

Qualifications Deficiencies

This report will allow you to generate a report of anyone missing a qualification. A filter will allow you to select members with or without registration for the current season.

Questionnaires

If you have set up questions in your online store, you can run a report on the answers to your questionnaire.

Refunds

This report lists all refunds made by an organization during a given period. This report includes the account email address and allows you to filter by organization, date range and status of the refund.

Registration by member type

This report allows you to run the list of registered members according to the type of member: player, coach, referee, volunteer, bench staff, Dreams come true and first attendance.

Registrations

This report shows a list of all registrations for a specific MHA.

By default this report displays the "Summary Report" in order to get the complete and detailed list of registered members, you must click on the "Action" button on the right and select "Go to detailed report".

You can add the following filters to your report:

• Organization: If you have access to multiple organizations, select the desired organization

• Period: Select the desired season, by default the current season is displayed

• Online stores: If you have several online stores, you can select the desired one. However, in order for your manual registrations to appear on your report, make sure that the "online store" filter is empty and that you do not select anything in the drop-down list.

• Registration Type: You have two options:

  • Registration: These are the registrations of your members

  • Other: This is the list of your "Other Items".

• Start and End Date: You can display your report according to the registration dates of your members by entering the desired start or end date

• Origin: You can select three options:

  • Online transaction: transaction made online by your members

  • Administrators: transaction made by a HCR user

  • Import: transaction imported from a third party software

• Registration status: You can select three options:

  • Confirmed

  • Cancelled

  • Pending

• Date of birth: You can select the range of the date of birth of the members you want to display in the report

• Gender Identity: Select by the gender of your members

• Division: You can select the division of enrollment of your members that you want to display in the report

The summary report will show you a summary of the number of items and registration fees sold in your online stores.

You can add the following filters to your report:

• Organization: If you have access to multiple organizations, select the desired organization

• Period: Select the desired season, by default the current season is displayed

• Online stores: If you have several online stores, you can select the desired one. However, in order for your manual registrations to appear on your report, make sure that the "online store" filter is empty and that you do not select anything in the drop-down list.

• Registration Type: You have two options:

  • Registration: These are the registrations of your members

  • Other: This is the list of your "Other Items".

• Gender Identity: Select by the gender of your members

• Start and End Date: You can display your report according to the registration dates of your members by entering the desired start or end date

Rostered Participants

This report allows you to generate the list of members registered on the team’s roster. You have the option to filter the division, team category, member status, etc.

Suspensions

This report allows you to get the suspension for a specific MHA or for a complete branch.

To select a child organization, click the tree on the left side of the Organization box.

The filter options for the suspension report are:

• Organization

• Period

• Start and End date

• Duration

• Suspension type

• Gender identity

• Birth date range

Team Deficiency

This report will allow you to generate a list of members registered in a team roster and who have deficiencies in their file such as "Missing Waiver", "Expired Background checks", "Missing Documents", "Outstanding Balance", "Missing Required Fields", "Unconfirmed Address". A filter will allow you to select the status of the members you are looking for.

Team List

This report allows you to generate a list of teams by season and status. By clicking on the "Action" button on the right, you have two options:

• Summary Report : Will show you the number of regular players, affiliate players and bench staff for the selected AHM.

• Detailed report : Will show you for each of the selected MHA teams its status, the number of regular players, affiliated players and bench staff.

Transactions

This report allows you to output the list of transactions for a given period of time. You have the option to filter date ranges, payment type, transactions to display and payment method.

Transfer

This report will show you a list of transfers. You can sort it by transfer type, transfer duration, status, reason, direction, approval status, and date range. You also have the option to view manual transfers by clicking on "Manual Transfer".

User Report

This report generates a list of users in your organization and shows each member's role, email address, last login, creation date, and whether that member is active or inactive.

Waiver

You can select your time period or date range, which waivers and your waiver status you’d like to include on your report.