Add a custom report

Overview

This article describes how to create a custom report.
The article is divided into the following seven topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Organisation level
Add a custom report

 

Prerequisites

Role

Your Role must have the Manage reports Permission.

 

Scope

You require a Role with Permission to access Organisation level.
You must have a Role in all of the Branches within an Organisation.

 

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

A custom report can be created to detail specific information the Clubware reports are not able to.
Unlike Clubware reports, custom reports can include specific columns, grouped by a certain header and create column totals.
Custom reports can be saved for future use.
Custom reports are available to all staff with Run Report and View Report permissions.

 

Navigation

Custom reports are added at Organisation level:

Organisation level

To add a custom report:
Navigate to Organisation level (light coloured menu)

Click on Reports

 

Add a custom report

To add a custom report:

		Click Create report
		Enter the report's name in the Name field. This will become the name of the report on the Custom Report menu.
		Enter a detailed report description in the Description field. A detailed description of the report will help other users decide if the report will contain the information they are after.
		Select a Dataset from the dropdown. A dataset contains selected information from various sources to form the report base. Currently, there are two options available: Memberships - 'Active and Suspended' Memberships - 'Inactive'
		Select the Columns you want the report to contain from the dropdown. These will become the report headers. Tick the required fields. Note: Each custom report requires at least one column selected which refers to a date. i.e. Join Date, Suspension Start Date
		The double ellipse   allows you to change the order of your columns with your mouse into the required order for the report.  The funnel indicates that there will be a date filter on this field when the report is run. You click the funnel to turn off the filter and the funnel will turn grey.  Note: Each custom report requires at least one filter. This will allow a date range to be applied for the selected filter. Click the X to remove the column from the report output.
		Select columns to sort the results by. You can select multiple columns: e.g. Group by Branch name, then Member ID. This will return all members sorted by Branch, then by the Member ID When the report is run, the output will display with collapsible headers.
		Select a column to show the total for that field e.g. Overdue will provide a total overdue amount for the branch. To remove a column total from your selection, click the X to the right of the column name
		Click Save.
		The report will now appear in the custom report list in alphabetical order. Click Custom to display the custom reports. Reports will display the Tag for the first 3 days to help others identify the new report.
		The report will now appear in the custom report list in alphabetical order. Click on the three vertical dots (top right-hand side of the Report name.). Select Run report.
		Enter the From date The From and To dates determine the scope of your report. Either enter the date manually or use the calendar icon to select a date via the calendar: Use the Left and right arrows to scroll back or forward a month Click the desired date, or click Today to select today's date. To select another year, use the drop down on the right of the month to select the year.
		Enter the To date The From and To dates determine the scope of your report. Either enter the date manually or use the calendar icon to select a date via the calendar: Use the Left and right arrows to scroll back or forward a month Click the desired date, or click Today to select today's date. To select another year, use the drop down on the right of the month to select the year. Note: At least one filter option needs to be completed. There is no need to complete all available date fields.
		Click Generate.