Reports - Clinic Attendees

This report is intended for branches and organizations, it allows you to generate a list of participants registered in the courses according to your selection of filters.

Note: This report is permissions based, and will only show in the list of reports if your roles allows for it.

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

* Organization: You can use the drop down or the tree to select an organization, or select All. (Selecting another MHA 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.

* Clinic: Select from the drop down, or select All.

Qualification Category: You can filter by the category of the qualification - specialty skills, instructor, coach, general or official.

Qualifications: Use the filter for qualifications to target your search or you can select all.

Date - Start & End: You can search for registration that came in during a date range by adding a start and end date.

Attended Date - Start & End: You can search for attendee during a date range by adding a start and end date.

Passed Date - Start & End: You can search for attendees that passed during a date range by adding a start and end date.

Certified Date - Start & End: You can search for attendee that were certified during a date range by adding a start and end date.

Attendee Status: Use the drop down to select a status to filter by - registered, attended, passed or certified.

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.

 

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

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.

 

Clinic Attendees Report Default Columns

  1. Invoice Number

  2. Invoice Status

  3. Registration Date

  4. Member ID Number

  5. First Name

  6. Last Name

  7. Email

  8. Birthdate

  9. Gender Identity

  10. Gender Identity Description

  11. Street Number

  12. Street

  13. City

  14. Province

  15. Postal code

  16. Unit Number

  17. Member Status

  18. Teams (Player)

  19. Teams (Coach)

  20. Teams (Staff)

  21. Organization Name

  22. Clinic Reference

  23. Clinic Name

  24. Clinic Organization Name

  25. Qualification Name

  26. Clinic First Session Location

  27. Clinic First Session Date

  28. Attendee Status

  29. Attended

  30. Attended Date

  31. Passed

  32. Passed Date

  33. Certified

  34. Certified Date

  35. Cancellation Date

  36. Cancelled by

  37. Cancellation Reason

  38. Name on the Invoice

  39. Email on the Invoice

  40. Total Amount

  41. Clinic Amount

  42. Clinic Additional Fee

  43. Tax Amount

  44. Paid Amount

  45. Rebate Amount

  46. Refund Amount

  47. Due Amount

  48. Owed Amount

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.

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