Here is the list of all the reports available in the HCR, click on one of the reports to get the full description.
Reports:
Detailed or Summary Report
The Registration, Branch and Team Roster reports default to the Summary Report. To view the detailed report, click on the Action button and select Go to Detailed Report. If you wish to return to the summary report, click on the Action button again and select Go to Summary Report.
The detailed report allows you to see a list of all members and the summary report displays the statistics for the selected report.
Custom Report
It is possible to customize your reports by clicking on the Action button on the report page and selecting
New Custom Report. This will allow you to include only the desired columns and their order.
To create your custom report
Click on Action and New Custom Report
Give your report a name
Enter a description (optional)
Click on Save filter values
Select the desired columns by checking them on the right
We suggest that you check the Email on the invoice column since it is the member's registration email. You are assured to have a recent email.
You can move the columns to the desired order by clicking on them, holding down the mouse button and moving it up or down
Click on Save at the bottom of the page
You will find your custom reports in the ‘dashboard’ of the ‘Report’ menu by clicking on the ‘Custom’
square
Exports
You can run all reports in CSV or Excel, report processing may take a few minutes. You can go to other screens during this time and find your report in the export tab of the Report menu. Your report will remain in the export tab for a few days. In order to export the file, you just have to click on Action and on Export Excel.
If you have a delay when exporting a report or if the report fails, we advise you to do the following trick:
Go to the Exports page of the Reports menu
Refresh your page by clicking on the arrow to the right of the word Exports
The notification received when the export of a report is completed, may also appear after a certain delay. We suggest that you go to the Exports page to see if your report is ready and not wait for the notification.
Note: When there is a red asterisk (*) next to a filter in the report, it means that it is mandatory
Note: Each report is limited to a maximum of 1000 lines on the screen. A message will appear if the report you are running exceeds 1000 lines. The arrow on the right will allow you to download the full report. CSV and Excel downloads will always give you the complete data of the report.
Print the Registration Form
This report allows you to print a registration form including the mandatory information that must be collected when registering a member. This will allow you to ensure that all information is collected in order to validate a member's profile in HCR. The printed information will also include a list of documents and mandatory exemptions.
Registrations
This report shows a list of all registrations for a specific MHA.
Please note that manual registrations and item or registration exchanges will not appear in the registration report if you select an online store.
By default this report displays the "Summary Report" in order to get the complete and detailed list of registered members, you must click on the "Action" button on the right and select "Go to detailed report".
You can add the following filters to your report:
Organization: If you have access to multiple organizations, select the desired organization
Period: Select the desired season, by default the current season is displayed
Online stores: If you have several online stores, you can select the desired one. However, in order for your manual registrations to appear on your report, make sure that the "online store" filter is empty and that you do not select anything in the drop-down list.
Registration Type: You have two options:
Registration: These are the registrations of your members
Other: This is the list of your "Other Items".
Start and End Date: You can display your report according to the registration dates of your members by entering the desired start or end date
Origin: You can select three options:
Online transaction: transaction made online by your members
Administrators: transaction made by a HCR user
Import: transaction imported from a third party software
Registration status: You can select three options:
Confirmed
Cancelled
Pending
Date of birth: You can select the range of the date of birth of the members you want to display in the report
Gender Identity: Select by the gender of your members
Division: You can select the division of enrollment of your members that you want to display in the report
The summary report will show you a summary of the number of items and registration fees sold in your online stores.
You can add the following filters to your report:
Organization: If you have access to multiple organizations, select the desired organization
Period: Select the desired season, by default the current season is displayed
Online stores: If you have several online stores, you can select the desired one. However, in order for your manual registrations to appear on your report, make sure that the "online store" filter is empty and that you do not select anything in the drop-down list.
Registration Type: You have two options:
Registration: These are the registrations of your members
Other: This is the list of your "Other Items".
Gender Identity: Select by the gender of your members
Start and End Date: You can display your report according to the registration dates of your members by entering the desired start or end date
Note: Remember that each report is limited to a maximum of 1000 lines on the screen. A message will appear if the report you are running exceeds 1000 lines. Simply click on "download" in order to get the full report.
