Last Updated: Saturday, 02-Nov-2024 18:01:18 EDT

Membership Reports

At the club level one of the additional functionalities available are the Membership reports available in the menu for a manager or head coach. Note there are now more reports available then shown in the example.

Be careful to select the format in which you wish to receive a report, as the default format seems to be html, not very useful for spreadsheets.

The data for these reports is not live, but is refreshed from the database several times a day. Changes made on the portal will not be available for the reports until after a refresh.

The default membership status of "Approved, Active" will give you the most current information. See: Member Enrollment Status - Full Explanation

Some notable reports

13 - All Members Report Detail

Summary of all members, athetes and volunteers in a club. Includes all contact information.

54 - Detailed Member Listing for Athletes, and: 56 - Detailed Member Listing for Volunteers

These reports contain a lot more detail, including medical information and certificaion levels

57 - Individual Profile Report, and: 58 - Individual Profile Report One Page

These reports replace the Athlete profile and medical information paper form collected from athletes. This would depend on the database being kept fully up to date.

Note that the 'one page' report is not reliably one page. If printed as PDF the tail end of one member's report may appear at the top of the next throwing things off. If printed as a DOC there is a page break inserted. (observed September 2022)

66 - Family Admin Report

If any athlete in the club has a family admin responsible for managing them on the portal their information will be included here. Remember that the family admin is enrolled at the provincial level, not the club level.

Regarding Spreadsheets

For those experienced in extracting information from spreadsheets be aware; SOC has added additional fields to some of these spreadsheets and renamed others. Some of the new fields were NOT added to the bottom of the report which will change the order of the columns. This will effect any spreadsheets you have created to extract information from the report. Doing a mail merge will be effected by the renaming of fields.