Product Documentation

Membership Reports

Membership Reports are available to Data Admin Volunteers only – Regional & Community Coordinators, Regional, Community & Club Data Admins

Currently seven reports are available to Admin Volunteers and more to come.  Data Admins can run these reports and will be able to get list of members according their access.

Membership Reports

Select Membership Reports from Pink menu. Screen with reports list will be displayed.

All reports run in a similar manner, but will have different filters depending on the report.

General Instructions to run a Report:

Step 1 Select the report from the list to open the filters

Step 2 – Select filters as outlined in each report

Step 3 – Select Report type Excel or Word

Step 4 – Click Submit to run the report

Step 5 – Select where to save the Excel or Word file on your computer and click Save

Detail of Filters

Region, Community, Club

Select your Region, Community and Club to get accurate report

Sports

Default Filter is all Sports

Select Sport(s) from Sports filter if Regional/Community Admin needs a list of registered members in specific sport(s) otherwise use default filter

Participant Types

Default filter is all Participants Type.

Select one or combination of Participants Types to get list of athletes on that particular type. Otherwise use Default filter

Enrollments Status Filters

Detail of Enrollment filters to get report of members on specific status

You can select any combination of the listed statuses.

Select Approved & Active to get list of members of Active Session (default settings of Reports)

Select Expired & Cancelled to get list of members of Expired Session and Cancelled members of active session

Select Submitted to get list of members who are New or have just submitted enrollments

Select Pending Approval/Pending Documents to get list of members for whom you are waiting for some documents/reference check

Select Waiting List to get list of members who are waiting to get involved in club

Select In Progress to get list of members for whom you have to make decision to keep or delete their enrollments

Program Type

Default filter is all – Generic, Special Olympics, or Unified

Regional / Community Admins can select any one/combination to get report on the clubs in Region /community. Otherwise use default filter

Organization Type

If you have selected a specific club, you don’t need to set this filter.  It’s most useful for Region and Community level Data Admins according to your access to organization types.

Gender

Default filter is all – Female, Male, X & (Blank where Gender is not provided)

Select any one/ combination to get report on specific gender. Otherwise use default filter

Membership Status

This is overall Membership Status, members could be Active or Inactive.

Default is All – All, Active or Inactive

Select Active / Inactive to get list of members on a specific status. Otherwise use default filter

Age Range

To get a list of all Athletes, the minimum age must be set to 0 (zero).

To select a specific range of ages, enter the Age Start and Age End.  Age for the report is based on the Contact Age field, which is re-calculated monthly.

Output Type

In reports there are three output types provided – HTML, Excel or Word

HTML is displayed on the screen.  It doesn’t always format properly, so the safest bet is to export to Excel or Word where these options are provided.  You will be prompted to save the file on your computer.

How to Save Report

After appropriate filters selection, click on Submit to generate the report. A prompt to save the report will pop up at the bottom of the screen, to Save or Cancel

 

To save this report to you computer in a specific folder, click on the drop down arrow beside the Save button, then select Save as, a window will open which will allow you to save this report in a specific folder on your commuter.

After giving appropriate name to this report click on Save 

If you will click on Save button, file will automatically be saved in your PC’s Download folder with auto generated name ending with a number  – you can see this name in prompt bar on LHS. Now you will have three options:

Open – click on it to open report ( then you can save in a specific folder)

Open folder – click on it to open Download folder where your report is saved and will be selected (you can open and save in a specific folder)

View downloads – clicking on it will take you to the Save As window where you have to open Download folder to find this report.

Download Folder with Auto saved report name Report (125) 

Note – Report number shows how many reports have been generated so far and saved in download folder.

Refresh report list & Back hyperlinks

Both have same function, clear current report filters and bring back Report List.

13 – All Members Report Detail – Club & Up

This report provides detailed information on members, both Participants and Volunteers

List of Members with Active & Approved Enrollment (Active Session members)

Filters

Select your Region/Community/Club as appropriate for the results you require.

Sport – use default –  All Sports

Participant Type – use default –All Types

Enrollment Status – use default – Approved & Active

Output Type – Select Excel

Submit to run report. You will be prompted to save the file on your computer

Report Information

The report is grouped into three sections:

Participants – SO Athletes, Unified Partners, Potential Athletes

Volunteers – Coaching Volunteers (i.e. – Assistant Coach & Head Coach, Team Managers, Program Volunteers, Junior & Occasional volunteers )

Admin Volunteers (no Sports) – Volunteers above the club level (Regional / Community Council Members – if Regional/Community Admins run report for all clubs)

Members Information – The report contains member information such as name, address, phone numbers, Emergency Contacts 1 & 2, Enrollment(s) including Position, Session Name, Start & End Dates in club(s), Media Release Waiver & Enrollment Fee

List of Members with Cancelled/Expired Enrollment (Inactive Session members & Cancelled members of Current Session)

Filters

Select your Region/Community/Club as appropriate for the results you require.

Sport – use default –  All Sports

Participant Type – use default –All Types

Enrollment Status – use default – Cancelled & Expired

Output Type – Select Excel

Submit to run report. You will be prompted to save the file on your computer

Report Information

The report is grouped into three sections:

Participants – SO Athletes, Unified Partners, Potential Athletes

Volunteers – Coaching Volunteers (i.e. – Assistant Coach & Head Coach, Team Managers, Program Volunteers, Junior & Occasional volunteers )

Admin Volunteers (no Sports) – Volunteers above the club level (Regional / Community Council Members – if Regional/Community Admins run report for all clubs)

Members Information – The report contains member information such as name, address, phone numbers, Emergency Contacts 1 & 2, Enrollment(s) including Position, Session Name, Start & End Dates in club(s), Media Release Waiver & Enrollment Fee

54 – Detailed Member Listing for Athletes

This report is similar to the All Members Detail but only lists Participants, and has more detailed information specific to Athletes

Filters

Select your Region/Community/Club as appropriate for the results you require.

Sport – default is All Sports, but you can select any combination of the listed sports

Program Type – Generic, Special Olympics, or Unified

Organization Type – if you have selected a specific club, you don’t need to set this filter.  It’s most useful for Region and Community level volunteers.

Gender – Female, Male, X

Enrollment Status – the default is Approved & Active.  You can select any combination of the listed statuses.

Membership Status – All, Active or Inactive (Select Active or Inactive if you want to run report o a specific Membership Status)

Age Range – to select all Athletes, the minimum age must be set to 0 (zero).  To select a specific range of ages, enter the Age Start and Age End.  Age for the report is based on the Contact Age field, which is re-calculated monthly.

Output Type – Excel.

Submit to run report. You will be prompted to save the file on your computer.

Report Information

The report has the name, address, email and other contact information for the Participant, as well as Sex, Gender Identity, Birth Date, Media Release Answer, Medical Information, Awards, Training Courses, Emergency Contact.

56 – Detailed Member Listing for Volunteers

This report is similar to the All Members Detail but only lists Volunteers, and has more detailed information specific to them.

Filters

Select your Region/Community/Club as appropriate for the results you require.

Programs (Sport) – default is All Sports, but you can select any combination of the listed sports

Program Type – Generic, Special Olympics, or Unified

Organization Type – if you have selected a specific club, you don’t need to set this filter.  It’s most useful for Region and Community level volunteers.

Gender – Female, Male, X

Enrollment Status – the default is Approved & Active.  You can select any combination of the listed statuses.

Membership Status – All, Active or Inactive

Output Type –  Excel.  HTML is displayed on the screen.

Submit to run report. You will be prompted to save the file on your computer.

Report Information

The report has the name, address, email and other contact information for the volunteers, as well as Sex, Gender Identity, Birth Date, Awards, Training Courses, Coach Certification No., Date Joined & YOS,CRC Completed Date and more

57 – Individual Profile Report

This report provides a formatted report of individual members’ information.  It may be one or more pages depending on how many enrollments the person has.Filters

Select your Region/Community/Club as appropriate for the results you require.

Athlete/Volunteer – You can include both Athletes and Volunteers or select one or the other.

Enrollment Status – the default is  Active.  You can select any combination of the listed statuses.

Output Type – select Word.

Submit to run the report. You will be prompted to save the file on your computer.

Report Information

The individual reports are in alphabetical order by Last Name, First Name.

There is contact information for the member, medical information, CRC dates, Emergency Contacts, active & expired Enrollments.

58 – Individual Profile Report One Page

This report provides a formatted report for individual members limited to one page per member.  Enrollments are not included on this report.Filters

Select your Region/Community/Club as appropriate for the results you require.

Athlete/Volunteer – You can include both Athletes and Volunteers or select one or the other.

Enrollment Status – the default is Active.  You can select any combination of the listed statuses.

Output Type – Word

Submit to rune report. You will be prompted to save the file on your computer.

Report Information

The individual reports are in alphabetical order by Last Name, First Name.

There is contact information for the member, medical information and Emergency Contacts.


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