Each week I will post a Tip of the Week to answer some of the top FAQ’s from tickets or that was asked during the drop in sessions.
https://youtu.be/kjMHQODoKWI
To find the user guide for Registration Report go to Reports menu and select Registration
This report is for all branches, regional offices and local organizations, it displays the list of all registrations of a specific MHA.
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.
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.
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.
Fields marked with an * are mandatory
* 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.
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 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.
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
Item Name
Division Name
Registration's Class Name
Team Category Name
Item Type
Available Place
Item Sold
Item Left
Confirmed
Cancelled
Pending
Waiting List
Registrations Report - Detailed - Default Columns
HCR Number
First Name
Last Name
Birthdate
Gender Identity
Gender Identity Description
Email
Missing Document
Member Type Name
Member Status
Amount Due
Amount Paid
Amount Owed
Affiliation Due
Affiliation Paid
Affiliation Owed
Rebate Amount
Tax Amount
Fee Amount
Affiliation Fee Amount
Payment Method
Team Name
Team Sponsor
Primary Organization Name
Shared Organization Name
Previous Team Name
Previous Division Name
Previous Team Sponsor
Previous Class Name
Previous Team Category Name
Member Unit Number
Member Street Number
Member Street
Member PO Box
Member City
Member Postal Code
Member Province
Invoice Unit Number
Invoice Street Number
Invoice Street
Invoice PO box
Invoice City
Invoice Postal Code
Invoice Province
Parent 1 - First Name
Parent 1 - Last Name
Parent 1 - Email
Parent 1 - Phone
Parent 2 - First Name
Parent 2 - Last Name
Parent 2 - Email
Parent 2 - Phone
Confirmed By
Confirmation Date
Cancelled by
Cancellation Date
Registration Status Date
Registration Status
Position
Position Group
Fee Type
Fee Name
Item's Organization
Registration's Member Type Name
Division Name
Registration's Class Name
Team Category Name
Registration Amount
Registration Early Amount
Early Amount Until
Registration Late Amount
Late Amount After
Invoice Number
Invoice Date
Origin
Invoice Status
Organization Name
Name on the Invoice
Email on the Invoice
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.
It is important 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.