Generate a Pickleball Guest Report

Module 6 (12/17)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Generate a list of true guests for a period.

  • Use Cases: System users can see every true guest added to a reservation or event by a club member or admin. A true guest is a player who does not have a club account.


SETUP REQUIREMENTS

Go to the side menu and click REPORTS > GUESTS REPORTS. Manually set the reservation start and end dates or click the custom field and select a pre-built period (e.g. Current Year).

Use the checkboxes to include (or exclude specific values in the report. Click the Run Report button.

Viewing the report

Click the Run Report button (at the top or bottom of the page). A new tab opens with the report in a table format. Click a button to export the report (.xlsx or PDF).

To filter table data, click the filter icon, select an operator (e.g. is equal to), and enter a value. To change the sort order, go to a column heading and change the direction of the arrow.

Saving a report

Click the Save Report button to keep the report on the platform. Enter a report name and select a Visibility option. Check the box to make it available publicly. If unchecked, only the user who created the report can see the report.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 6's video that covers the information in this article.

Watch the entire Module 6 video to learn about Reporting.

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