Reports - Qualifications

This report is aimed at branches and organizations, it allows you to view the list of qualifications by type of participants, including coaches, officials, and bench staff.

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

Note: don't forget to check the expiry date of your members' qualifications when searching. The system always compares the date you generate the report with the qualification's expiry date. For example, if the qualification expires on August 6, 2023, and you generate your report on August 8, 2023, it will be displayed as a deficiency.

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).

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

Status: This will be grayed out until a qualification is selected. You can use the drop down to select All, or select certified, trained, attended and/or not renewed.

Expiration Status: You can filter by expired only, valid only or all.

Gender Identity: Use the drop down to filter by male, female, prefer not to say or prefer to self describe.

Date of Birth - Start & End: You can search for registration that came in during a date range by adding a start and end date.

On a Team Roster: By putting a check mark in the box, it will filter for members on a team roster only.

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.

Qualifications Report Default Columns

HCR Number
First Name
Last Name
Email
Birthdate
Gender Identity
Gender Identity Description
Member Status
Unit Number
Street Number
PO box
Street
City
Postal Code
Province
Country
Member confirmed by (Name)
Member confirmed by (Email)
Member Organization
Qualification Name
Qualification Organization
Qualification Level
Qualification Category
Validation Date
Qualification Location
Qualification City
Qualification Province
Memo
Status
Certification Number
Certification Expiration

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.