This report is intended for branches and organizations, it allows you to generate a list of participants registered in the courses according to your selection of filters.
Filter options:
Using the filter options allow 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.
Organization*: This is a mandatory filter - You can use the drop down or the tree to select an organization, or select All. (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.
Clinic*: This is a mandatory filter -
Qualification Category: You can filter by the category of the qualification - specialty skills, instructor, coach, general or official.
Qualifications: Use the filter for qualifications to target your search or your can select all.
Date - Start & End: You can search for registration that came in during a date range by adding a start and end date.
Attended Date - Start & End: You can search for attendee during a date range by adding a start and end date.
Passed Date - Start & End: You can search for attendee that passed during a date range by adding a start and end date.
Certified Date - Start & End: You can search for attendee that were certified during a date range by adding a start and end date.
Attendee Status: Use the drop down to select a status to filter by - registered, attended, passed or certified.
Gender Identity: Use drop down to filter by male, female, prefer to to say or prefer to self describe.
Date of Birth - Start & End: You can use the birth date range to narrow your search.
Action Button
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
To create this report, click New Custom Report. 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.
Clinic Attendees Report Default Columns
Invoice Number
Invoice Status
Registration Date
HCR Number
First Name
Last Name
Email
Birthdate
Gender Identity
Street Number
Street
City
Province
Postal code
Unit Number
Member Status
Teams (Player)
Teams (Coach)
Teams (Staff)
Organization Name
Clinic Reference
Clinic Name
Clinic Organization Name
Qualification Name
Clinic First Session Location
Clinic First Session Date
Attendee Status
Attended
Attended Date
Passed
Passed Date
Certified
Certified Date
Cancellation Date
Cancelled by
Cancellation Reason
Name on the Invoice
Email on the Invoice
Total Amount
Clinic Amount
Clinic Additional Fee
Tax Amount
Paid Amount
Rebate Amount
Refund Amount
Due Amount
Owed Amount