Reports - Participants

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

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

  1. HCR Number

  2. First Name

  3. Last Name

  4. Email

  5. Birthdate

  6. Gender Identity

  7. Gender Identity Description

  8. Member Status

  9. Active

  10. With Unconfirmed Address

  11. Incomplete Profile

  12. Missing Documents

  13. Age

  14. Organization Name

  15. Branch Name

  16. Primary Organization Path

  17. Position

  18. Shared Organization Name

  19. Identify as Indigenous

  20. Indigenous Group

  21. Indigenous Group Note

  22. Race & Ethnicity

  23. Race & Ethnicity - Note

  24. Criminal Record Check is Expired

  25. Outstanding Balance

  26. Source

  27. Member Types

  28. Team Name

  29. Team Abbreviation

  30. Division Name

  31. Registration's Class Name

  32. Parent 1 - First Name

  33. Parent 1 - Last Name

  34. Parent 1 - Email

  35. Parent 1 - Phone

  36. Parent 2 - First Name

  37. Parent 2 - Last Name

  38. Parent 2 - Email

  39. Parent 2 - Phone

  40. Unit Number

  41. Street Number

  42. Street

  43. PO Box

  44. City

  45. Province

  46. Country

  47. Postal Code

  48. Address Note

  49. Birth Country

  50. Phone Number

  51. Primary Language

  52. Secondary Language

  53. Citizenship

  54. Member Contact Emails

  55. 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.

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