Reports - Branch
- Annick Chiasson
- Donna Harrington
- Gilles Taillon
This report is for branches and displays a list of all registrations of its child organizations. This is a registration report, but at the branch level.
Branch - Summary Report
This report will give you a total number of registration by division. If you need a detailed report that includes names of registrations, use the Action button and select Go to detailed report.
Branch - Detailed Report
This report will give you a detailed report for registrations that include member’s information. If you need a summary report for registration number per division, use the Action button and select Go to summary report.
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
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* Child Organizations: You can use the drop down or the tree to select an organization, or select All. (Selecting another club 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.
* Division: Use the drop down to select all divisions or select a targeted list.
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.
Date of Birth - Start & End: You can use the birth date range to narrow your search.
Date - Start & End: You can search for registration that came in during a date range by adding a start and end date.
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Action Button
Go to detailed report - This will take the report from a summary to a detailed report that includes names of members.
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
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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.
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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.
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Branch Summary Report Default Columns
Member Type Name
Division Name
Registration's Class Name
Team Category Name
Registration Name
Organization Name
Registration Count
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Branch Detailed Report Default Columns
Amount Due
Amount Paid
Affiliation Due
Affiliation Paid
Rebate Amount
Tax Amount
Outstanding Balance
Member ID
First Name
Last Name
Birthdate
Gender Identity
Gender Identity Description
Email
Phone
Team Name
Shared Team Name
Primary Organization Name
Shared Organization Name
Registration's Member Type Name
Division Name
Registration's Class Name
Team Category Name
Confirmation Date
Cancellation Date
Fee Type
Fee Name
Registration Amount
Registration Early Amount
Registration Late Amount
Late Amount After
Invoice Number
Early Amount Until
Invoice Date
Origin
Organization Name
Name on the Invoice
Email on the Invoice
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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.
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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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