Reports - Qualifications Deficiencies

This report is for branches and organizations, it allows you to generate a report of all members with qualifications.

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.

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

* Qualifications: Select all or the qualifications you want to filter by.

With Registration: You can use the drop-down to filter by all registrations, no registrations, registrations in my organization only, or registrations with other organizations.

With Team: You can filter by yes, on a team, no, not on a team, or both.

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

Date of Birth - Start & End: You can narrow your search by using the birth date range.

Member Type: Select the member type - player, coach, official, volunteer, bench staff, dreams come true and/or first shift.

Open

Action Button

• New custom report - You can create your own custom appeals report that will allow you to choose the generated columns.

• Export Excel - click to export your report

Open

Custom Reports

You can create a custom report using any combination of the default columns listed below.

To create this report, click the New Custom report from the Action button or the New custom report button at the top of the search result display.

Give the report a name and a description (optional but helpful if you want to save the custom report and use it again later). Click the Save Filter Values box to save this custom report. Next, select all, choose from the column options, then click Save.

Qualifications Deficiencies Report Default Columns

1. HCR Number

2. First Name

3. Last Name

4. Email

5. Birthdate

6. Gender Identity

7. Gender Identity Description

8. Unit Number

9. Street Number

10. PO box

11. Street

12. City

13. Postal Code

14. Province

15. Country

16. Member Organization

17. Teams Information

18. Missing Qualifications

Search Results

In each column, 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 number 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.

Sometimes, 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.