This report is for branches and organizations, it allows you to generate a report of all members with qualifications.
Note: don't forget to check the expiry date of your members' qualifications when searching. The system always compares the date you generate the report with the qualification's expiry date. For example, if the qualification expires on August 6, 2023, and you generate your report on August 8, 2023, it will be displayed as a deficiency.
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 All. (Selecting another MHA is permission based).
* Qualifications: Select all or the qualifications you want to filter by.
With Registration: You can use the drop-down to filter by all registrations, no registrations, registrations in my organization only, or registrations with other organizations.
With Team: You can filter by yes, on a team, no, not on a team, or both.
Gender Identity: Use the drop-down to filter by male, female, prefer to say, or prefer to self-describe.
Date of Birth - Start & End: You can narrow your search by using the birth date range.
Member Type: Select the member type - player, coach, official, volunteer, bench staff, dreams come true and/or first shift.
Action Button
New custom report - You can create your own custom appeals report that will allow you to choose the generated columns.
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 the New Custom report from the Action button or the New custom report button at the top of the search result display.
Give the report a name and a description (optional but helpful if you want to save the custom report and use it again later). Click the Save Filter Values box to save this custom report. Next, select all, choose from the column options, then click Save.
Qualifications Deficiencies Report Default Columns
HCR Number
First Name
Last Name
Email
Birthdate
Gender Identity
Gender Identity Description
Unit Number
Street Number
PO box
Street
City
Postal Code
Province
Country
Member Organization
Teams Information
Missing Qualifications
Search Results
In each column, 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 number 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.
Sometimes, 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.
