Generate a Pickleball Waivers Report

Module 6 (16/17)

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

INTRODUCTION

  • Feature Summary: Create a report that shows every signed waiver report for a period.

  • Use Cases: The report shows signatures and displays a link to every member's profile. Save the report to archive waiver signatures.

PREREQUISITES

Enable the Advanced Liability Forms & Membership Agreements w/ Electronic Signature Capture feature.


SETUP REQUIREMENTS

Go to the side menu and click REPORTS > WAIVERS. Manually set the start and end dates.

Enable any combination of filters to narrow the data set (e.g. membership type or waiver agreement type).

Scroll down to the Setup Report Output heading. The table shows all possible columns that could be included in the report (based on the enabled filters). Check or uncheck boxes to add or exclude report columns.

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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