Reports - Qualifications

This report is aimed at branches and organizations, it allows you to view the list of qualifications by type of participants including coaches, officials and bench staff.

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, or select All. (Selecting another MHA is permission based).

Qualifications: Use the drop down to select All or select one or multiple qualifications.

Status: This will be grayed out until a qualification is selected. You can use the drop down to select All, or select certified, trained, attended and/or not renewed.

Expiration Status: You can filter by expired only, valid only or all.

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 search for registration that came in during a date range by adding a start and end date.

On a Team Roster: By putting a check mark in the box, it will filter for members on a team roster only.

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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

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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.

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.

Qualifications Report Default Columns

1. Member ID Number

2. First Name

3. Last Name

4. Email

5. Birthdate

6. Gender Identity

7. Gender Identity Description

8. Member Status

9. Unit Number

10. Street Number

11. PO box

12. Street

13. City

14. Postal Code

15. Province

16. Country

17. Member confirmed by (Name)

18. Member confirmed by (Email)

19. Member Organization

20. Qualification Name

21. Qualification Organization

22. Qualification Level

23. Qualification Category

24. Validation Date

25. Qualification Location

26. Qualification City

27. Qualification Province

28. Memo

29. Status

30. Certification Number

31. Certification Expiration

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.