Reports - Organization Staff

This report is intended for branches and organizations and enables you to generate a list of your organization's personnel. Organization personnel are added in the menu Organization - Personnel tab. Consult the page documentation for more information.

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 list or the tree to select an organization or select All (the selection of another MHA is subject to authorization).

Organization Contact Type: Use the drop-down menu to select the type of contact you are looking for, or click Select All to generate all contact types.

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 New Custom Report from the Action or New Custom Report button at the top of the search result display.

Give the report a name and a description (optional but useful if you want to save the custom report and use it again later). Click the Save Filter Values box to save this custom report. Then select the fields you want to keep in your report, drag them to the desired order, and click Save.

Users Report Default Columns

1. HCR Number

2. First Name

3. Last Name

4. Email

5. Phone

6. Visible on website

7. Email visible on website

8. Phone visible on website

9. Active

10. Organization Name

11. Functions
    
    

Search Results

In each column, you will find a sort option with a directional arrow letting you know how the sort is going.

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.

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.