Reports - Demographic Data

This report is for organizations to view member's demographic data. It allows you to view information on the Gender Identity, Race & Ethnicity and Indigenous groups. This report can be run at any level and include the sub-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.

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

Gender Identity: Use drop down to filter by Boy/Man, Girl/Woman, Prefer not to say, Not captured in these options, or Non-binary.

Race & Ethnicity: Use the drop down to select All, or to select the race & ethnicity you want for your report.

Identify as Indigenous: Use the drop down to select yes, no, prefer not to say, not determined or all options.

Indigenous Group: Select All, or choose from the drop down First Nations, Metis, Inuit, Prefer not to say or Prefer to self-describe.

Open

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

Open

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.

Demographic Data Report Default Columns

The default columns for the appeals report are:

1. HCR Number

2. First Name

3. Last Name

4. Birthdate

5. Organization Name

6. Organization Path

7. Gender Identity

8. Gender Identity Description

9. Identify as Indigenous

10. Indigenous Group

11. Indigenous Group Note

12. Race & Ethnicity

13. Race & Ethnicity - Note

14. Birth Country

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.