Reports - Branch

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.

* 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.

Open

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

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.

Branch Summary Report Default Columns

1. Member Type Name

2. Division Name

3. Registration's Class Name

4. Team Category Name

5. Registration Name

6. Organization Name

7. Registration Count

Branch Detailed Report Default Columns

1. Amount Due

2. Amount Paid

3. Affiliation Due

4. Affiliation Paid

5. Rebate Amount

6. Tax Amount

7. Outstanding Balance

8. Member ID

9. First Name

10. Last Name

11. Birthdate

12. Gender Identity

13. Gender Identity Description

14. Email

15. Phone

16. Team Name

17. Shared Team Name

18. Primary Organization Name

19. Shared Organization Name

20. Registration's Member Type Name

21. Division Name

22. Registration's Class Name

23. Team Category Name

24. Confirmation Date

25. Cancellation Date

26. Fee Type

27. Fee Name

28. Registration Amount

29. Registration Early Amount

30. Registration Late Amount

31. Late Amount After

32. Invoice Number

33. Early Amount Until

34. Invoice Date

35. Origin

36. Organization Name

37. Name on the Invoice

38. Email on the Invoice

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.