Reports - Membership Fees

This report is intended for branches, and will generate a list of members on their primary team and will allow the invoicing of the insurance fees between the governing body and the sub organization. It will also show the distribution of the membership fees for the federation, the branch and other organizations based on the number of players, coaches and bench staff.

Membership Fees - Summary Report

This report will give you a total number of registration by division, and the breakdown of the membership fees. If you need a detailed report that includes names of registrations, use the Action button and select Go to detailed report.

Membership Fees - Detailed Report

This report will give you a detailed report for registrations that include member’s information and the breakdown of the membership fees. If you need a summary report for registration number per division, use the Action button and select Go to summary report.

 

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 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.

* Division: Use the drop down to select all divisions or select a targeted list.

Member Type: This is an optional filter, and if used, only 1 member type at a time and be filtered.

Gender Identity: Use drop down to filter by male, female, prefer to to say or prefer to self describe.

Date of Birth - Start & End: You can use the birth date range to narrow your search.

Date - Start & End: You can search for registration that came in during a date range by adding a start and end date.

Specific Date: To search for members that were added to a team on a specific date, you can use this filter option.

 

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.

 

Membership Fee Summary Report Default Columns

  1. Division Name

  2. Federation Fee

  3. Branch Fee

  4. Other Organization Fee

  5. Number of Players

  6. Number of Players (Male)

  7. Number of Players (Female)

  8. Number of Players (Prefer not to say)

  9. Number of Players (Prefer to self-describe)

  10. Number of Coaches

  11. Number of Coaches (Male)

  12. Number of Coaches (Female)

  13. Number of Coaches (Prefer not to say)

  14. Number of Coaches (Prefer to self-describe)

  15. Number of Bench Staff

  16. Number of Bench Staff (Male)

  17. Number of Bench Staff (Female)

  18. Number of Bench Staff (Prefer not to say)

  19. Number of Bench Staff (Prefer to self-describe)

 

Membership Fee Detailed Report Default Columns

  1. Member ID Number

  2. First Name

  3. Last Name

  4. Email

  5. Birthdate

  6. Gender Identity

  7. Gender Identity Description

  8. Member Type Name

  9. Street Number

  10. PO Box

  11. Street

  12. City

  13. Province

  14. Country

  15. Zip Code

  16. Unit Number

  17. Member Primary Organization

  18. Division Name

  19. Team Category Name

  20. Registration's Class Name

  21. Team Number

  22. Team Name

  23. Team Organization Name

  24. Team Status

  25. Team Member Status

  26. Position

  27. Position Type

  28. Player Status

  29. Affiliate

  30. Tryout

  31. Import

  32. Registration Date

  33. Release Date

  34. Third Party Registration

  35. Comments

  36. Federation Fee

  37. Branch Fee

  38. Other Organization Fee

  39. Double Carded

  40. Double Carding Team

 

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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