Reports - Membership Fees
- Annick Chiasson
- Donna Harrington
- Gilles Taillon
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.
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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.
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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.
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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.
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Membership Fee Summary Report Default Columns
Division Name
Federation Fee
Branch Fee
Other Organization Fee
Number of Players
Number of Players (Male)
Number of Players (Female)
Number of Players (Prefer not to say)
Number of Players (Prefer to self-describe)
Number of Coaches
Number of Coaches (Male)
Number of Coaches (Female)
Number of Coaches (Prefer not to say)
Number of Coaches (Prefer to self-describe)
Number of Bench Staff
Number of Bench Staff (Male)
Number of Bench Staff (Female)
Number of Bench Staff (Prefer not to say)
Number of Bench Staff (Prefer to self-describe)
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Membership Fee Detailed Report Default Columns
Member ID Number
First Name
Last Name
Email
Birthdate
Gender Identity
Gender Identity Description
Member Type Name
Street Number
PO Box
Street
City
Province
Country
Zip Code
Unit Number
Member Primary Organization
Division Name
Team Category Name
Registration's Class Name
Team Number
Team Name
Team Organization Name
Team Status
Team Member Status
Position
Position Type
Player Status
Affiliate
Tryout
Import
Registration Date
Release Date
Third Party Registration
Comments
Federation Fee
Branch Fee
Other Organization Fee
Double Carded
Double Carding Team
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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.
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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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