Reports - Participants

This report is intended for branches and organizations, it allows you to generate the list of all the participants of an organization.

1 Filter Options
2 Action Button
3 Custom Reports
4 Participants Report Default Columns
5 Search Results
6 Exports
7 Tips

Filter Options

Using the filter options 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

The * indicates that it is a mandatory field.

* Organization: You can use the drop down or the tree to select an organization, or select All. (Selecting another MHA is permission based).

* Period: By default, it will be set to the current season. Use the drop down to select a different season if needed.

Member Type: This is an optional filter, and if used, only 1 member type at a time and be filtered.

Gender Identity: Use drop down to filter by male, female, prefer to to say or prefer to self describe.

Status: You can search by the status of a member's profile - draft, unconfirmed, confirmed, inactive, blocked, ineligible, deceased or released.

No member type / Unregistered members: By selecting the filter option for No member type / unregistered members, you can search for members that have no registration on file or have not been rostered to a team in the current season.

Missing documents: If you have selected to ask for mandatory documents in your organization's settings, you can search for only those members who have not added the required documents during registration or when you submit a change of address.

Missing required fields: Selecting this filter option for Missing required fields, you will narrow your search to members that are missing information from the primary information select of their profile.

With Unconfirmed Address: You can filter by Unconfirmed Addresses to display only members with addresses that need to be verified.

Action Button

New custom report - You can create your own custom appeals report that will allow you to choose the columns that are generated.
Export excel - click to export your report

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 from the Action button, or the New custom report button located at the top of the search result display.

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.

Participants Report Default Columns

HCR Number
First Name
Last Name
Email
Birthdate
Gender Identity
Gender Identity Description
Member Status
Active
With Unconfirmed Address
Incomplete Profile
Missing Documents
Age
Organization Name
Branch Name
Primary Organization Path
Position
Shared Organization Name
Identify as Indigenous
Indigenous Group
Indigenous Group Note
Race & Ethnicity
Race & Ethnicity - Note
Criminal Record Check is Expired
Outstanding Balance
Source
Member Types
Team Name
Team Abbreviation
Division Name
Registration's Class Name
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
Unit Number
Street Number
Street
PO Box
City
Province
Country
Postal Code
Address Note
Birth Country
Phone Number
Primary Language
Secondary Language
Citizenship
Member Contact Emails
Member Identity Emails

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.

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.

A history of your exported reports can be retrieved from the Exports menu.

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.