Reports - Rostered Participant Deficiency

This report is for all Organizations and Branches and allows you to generate a list of members rostered to a team that have deficiencies in their member profile.

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

* 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.

Division: Use the drop down to select all or select from the list of divisions.

Team Category: You can filter by team category.

Team: You can filter by selecting all teams, or select for the list to target your search.

Qualifications: Use the drop down to select All or select one or multiple qualifications.

Team Member Status: You can filter by all status, or select from the list.

Position Group: You can use the drop down to filter by all, player, coach and / or staff.

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 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.

 

Rostered Participant Deficiency Report Default Columns

  1. HCR Number

  2. First Name

  3. Last Name

  4. Email

  5. Gender Identity

  6. Gender Identity Description

  7. Outstanding Balance

  8. Birthdate

  9. Street Number

  10. PO box

  11. Street

  12. City

  13. Postal Code

  14. Member Address Status

  15. Team Name

  16. Division Name

  17. Team Category Name

  18. Organization Name

  19. Shared Organization Name

  20. Position Group

  21. Qualification Name

  22. Missing Qualification Name

  23. Member Status

  24. Missing Document

  25. Incomplete Profile

  26. Unsigned Critical Waivers

  27. Missing Required Fields

  28. Criminal Record Check Status

  29. Identify as Indigenous

  30. Birth Country

  31. Race & Ethnicity

 

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.

 

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