Reports - Background Check

This report is for branches and organizations, it allows you to generate a report of background checks in an organization.

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. (Selecting another MHA is permission based).

Background Check Type: Select using the drop down the background check type - criminal record check (CRC), local police information (LPI), enhanced police information check (E-PCI), vulnerable sector check (VSC), child abuse registry check (CAR) and declaration.

Member Type: Select the member type - player, coach, official, volunteer, bench staff, dreams come true or first shift.

Period: This filter will be grayed out unless you choose a member type - by default it will search in the current season. Member types reset every season, which is why, if you filter by member type, you now need to select a period to search in.

Background Check Status: You can use the drop down to select all background check status, or filter by open, completed, expired and not accepted.

With Active Roster: You can filter by members that are on an active roster, not on an active roster or all members.

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

Open

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

Open

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.

Background Check Report Default Columns

The default columns for the appeals report are:

1. Background Check Type

2. Status

3. Issue Date

4. Expiration date

5. Organization Name

6. First Name

7. Last Name

8. HCR Number

9. Email

10. Gender Identity

11. Gender Identity Description

12. Member's Organization Name

13. Member Type

14. Rostered Team Name

15. Rostered Team Status

16. Division Name

17. Registration's Class Name

18. Team Category Name

19. Member Organization Tree

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.