Report - Travel Permit

This report is for branches and organizations, it allows you to view travel permit requests that have been made by one or more organizations.

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 organization 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.

 

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.

 

Travel Permit Report Default Columns

  1. Organization Name

  2. Organization Path

  3. Team Name

  4. Travel Permit Type

  5. Travel Game Type

  6. Travel Event Name

  7. Travel Date Submitted

  8. Location Name

  9. Unit Number

  10. Street Number

  11. PO Box

  12. Street

  13. Country

  14. Province

  15. City

  16. Postal Code

  17. Note

  18. Travel Permit Status

  19. Start Date

  20. End Date

  21. Travel Permit Fee

  22. Host Team Name

  23. Number of Game

  24. Host Division

  25. Host Organization

  26. Host Class

  27. Host Category

  28. Host Website

  29. Active

  30. Creation Date

  31. Created by - Full Name

  32. Created by – Email

  33. Updated at

 

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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