Reports - Registrations

To find the user guide for Registration Report go to Reports menu and select Registration

This report is for provincial, regional, and local organizations and displays a list of all registrations for a specific organization.

Things to Remember

• If your association has done any manual registrations or an exchange of a package, please leave the filter for online stores blank. Selecting an online store for your report, will only include registrations completed online.

• If you are including Other Items and Registration Fees on the same report - they will be on 2 separate lines in the report.

• If you are searching for a member that you believe should be in the report, down the report to Excel - you report maybe too large to show on search.

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Registration - 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.

Filter Options for the Summary Report

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. (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.

Online Store: Select from the drop down the online store. Please remember to leave blank, if you want to include registrations that have been completed manually, or if you have done an exchange of a package.

Registration Type: You can filter by registration fee or other items - leave blank to include both.

Gender Identity: Use drop down to filter by male, female, prefer to to say or prefer to self describe.

Date - Start & End: You can narrow your search by entering a time period, or leave it blank to search for all appeals in the selected season.

Registration Fee: This will be made available if you select the registration type - registration. You can select All, or filter by the registration fee.

Other Item: This will be made available if you select the registration type - other. You can select All, or filter by each other item.

Open

Registration - 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 for the Detailed Report

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. (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.

Online Store: Select from the drop down the online store. Please remember to leave blank, if you want to include registrations that have been completed manually, or if you have done an exchange of a package.

Registration Type: You can filter by registration fee or other items - leave blank to include both.

Date - Start & End: You can narrow your search by entering a time period, or leave it blank to search for all appeals in the selected season.

Origin: Use the drop down to filter by online transactions, admin or import.

Registration Status: Use the drop down to filter by the registration status - pending, confirmed or cancelled.

Date of Birth - Start & End: You can use the birth date range to narrow your search.

Gender Identity: Use drop down to filter by male, female, prefer to to say or prefer to self describe.

Division: Use the drop down to filter by online transactions, admin or import.

Registration Fee: This will be made available if you select the registration type - registration. You can select All, or filter by the registration fee.

Other Item: This will be made available if you select the registration type - other. You can select All, or filter by each other item.

Open

Action Button

• Go to summary report - This will take the report from a detailed to a summary report that includes reports on the total in each division.

• 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

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.

Registrations Report - Summary - Default Columns

1. Item Name

2. Division Name

3. Registration's Class Name

4. Team Category Name

5. Item Type

6. Available Place

7. Item Sold

8. Item Left

9. Confirmed

10. Cancelled

11. Pending

12. Waiting List

Registrations Report - Detailed - Default Columns

1. HCR Number

2. First Name

3. Last Name

4. Birthdate

5. Age

6. Gender Identity

7. Gender Identity Description

8. Email

9. Missing Document

10. Member Type Name

11. Member Status

12. Amount Due

13. Amount Paid

14. Amount Owed

15. Affiliation Due

16. Affiliation Paid

17. Affiliation Owed

18. Rebate Amount

19. Tax Amount

20. Fee Amount

21. Affiliation Fee Amount

22. Payment Method

23. Team Name

    • the team name will be displayed only if a primary team is defined in the member's profile

24. Team Sponsor

25. Primary Organization Name

26. Shared Organization Name

27. Previous Team Name

28. Previous Division Name

29. Previous Team Sponsor

30. Previous Class Name

31. Previous Team Category Name

32. Member Unit Number

33. Member Street Number

34. Member Street

35. Member PO Box

36. Member City

37. Member Postal Code

38. Member Province

39. Phone Number

40. Invoice Unit Number

41. Invoice Street Number

42. Invoice Street

43. Invoice PO box

44. Invoice City

45. Invoice Postal Code

46. Invoice Province

47. Parent 1 - First Name

48. Parent 1 - Last Name

49. Parent 1 - Email

50. Parent 1 - Phone

51. Parent 2 - First Name

52. Parent 2 - Last Name

53. Parent 2 - Email

54. Parent 2 - Phone

55. Confirmed By

56. Confirmation Date

57. Cancelled by

58. Cancellation Date

59. Registration Status Date

60. Registration Status

61. Position

62. Position Group

63. Fee Type

64. Fee Name

65. Item's Organization

66. Registration's Member Type Name

67. Division Name

68. Registration's Class Name

69. Team Category Name

70. Registration Amount

71. Registration Early Amount

72. Early Amount Until

73. Registration Late Amount

74. Late Amount After

75. Invoice Number

76. Invoice Date

77. Origin

78. Invoice Status

79. Organization Name

80. Name on the Invoice

81. Email on the Invoice

82. Registered in another organization

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.