Editing Reports: Commonly Used Field Conditions

In the Field Conditions section, you can restrict/filter the report to run for certain conditions, such as program name, order status, even division end date. There are a number of different combinations of filters you can set here.

Quick Tip: It’s important that you keep the “Orders Order Payment Status is not equal to…” field conditions checked in the Enrollment Details Report, otherwise you are telling the Report Wizard to run on every single order in your system - even those that failed or were cancelled. If you keep these two field conditions checked, the system will overlook these orders and only run for complete (the user paid in full) or pending (the user still owes money) orders.

You may need to add these field conditions to other reports in the Report Wizard as well, especially reports like the Line Item Order Report, there they are not included by default.

Commonly Used Field Conditions:

Reporting on last season's program(s):

*Note: Before going to the Report Wizard, head over to Registration and make sure the program and the division(s) you would like to report on are not archived

  1. After unarchiving your program (if it was archived), copy the exact program name as it appears on the Registration Forms screen. You will need to paste this exact program name text in the Field Conditions section later.



  2. Go to Reports >> click on Edit next to the Enrollment Details Report >> and scroll down to the Field Conditions section.

  3. Make sure you take the check mark out of the “Divisions Division End Date is after Today” condition check box. *Note: Division End Date is after Today means the Season End Date for these divisions has passed. If you take the check mark out of this check box, you are telling the system you would still like to report on a program, regardless if it has "ended."

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  4. Click on [Click here to add new condition].

  5. Choose Programs >> Program Name.

  6. Click on starts with and choose is equal to.

  7. In the [enter value] text box, paste the exact program name text as it appeared on the Registration Forms screen. This report will only run for this program name - so make sure that there are no extra spaces and that you copied the program name exactly as it appeared. 

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  8. Click Run Report - this will display the report results at the bottom of the page.

Reporting on a current program(s):

 

  1. Go to Registration and copy the exact name of the program you would like to report on. It is important copy this program name exactly as it appears on the Registration Forms screen. You will need to paste this text in the Field Conditions section later.

  2. Go to Reports >> click on Edit next to the Enrollment Details Report >> and scroll down to the Field Conditions section.

  3. Click on [Click here to add new condition].

  4. Choose Programs >> Program Name.

    2014-03-24_14h04_59.png

  5. Click on starts with and choose is equal to.

    2014-03-26_08h57_51.png

  6. In the [enter value] text box, paste the exact program name text as it appeared on the Registration Forms screen. This report will only run for this program name - so make sure that there are no extra spaces and that you copied the program name exactly as it appeared. 

    2014-03-26_09h00_04.png

  7. Click Run Report - this will display the report results at the bottom of the page.

 

Reporting on allocated players:

  1.  Go to Reports >> click on Edit next to the Enrollment Details Report >> and scroll down to the Field Conditions section.

  2. Click on [Click here to add new condition].

  3. Choose TeamPlayers >> Allocated to Team?

    2014-03-24_14h13_08.png

  4. Click on is equal to and select is greater than or equal to.

    2014-03-24_14h17_14.png

  5. Click on [enter value] and put 1 in this box.

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  6. Click Run Report - this will display the results at the bottom of the page.

Filtering by player birth date:

*Note: This is useful when searching for players born before, after, or between certain dates.

  1.  Go to Reports >> click on Edit next to the Enrollment Details Report >> and scroll down to the Field Conditions section.

  2. Click on [Click here to add new condition].

  3. Choose Players >> Birth Date Time Stamp.

    2014-03-24_14h26_44.png

  4. If, for example, you are looking for players born after a precise date (in this case, 08/01/1999), click on is and then select is after (precise date).

    *Note: Anything with (precise date) after the text means you can choose to search from an actual date on a calendar. Anything with (special date) after the text means you can search before or after Today, Yesterday, Tomorrow, First day of month, or First day of year.

    2014-03-24_14h35_09.png

  5. Choose the actual date you want to search by from the calendar. You can also type this date in to the text box. Make sure it is in this format: 08/01/1999.

    2014-03-24_14h36_33.png

  6. Click Run Report - this will display the results at the bottom of the page..

 

Filtering for users who are in a payment plan:

  1.  Go to Reports >> click on Edit next to the Line Item Order Report >> and scroll down to the Field Conditions section.

  2. Click on [Click here to add new condition].

  3. Choose OrderDetails >> OrderDetails IsPaymentPlan.

    *Note:
    Please note that this column is only available when editing a Line Item Order Report.

    2014-03-24_14h43_35.png

  4. Click on starts with and choose is equal to.

    2014-03-24_14h45_44.png

  5. In the [enter value] box, type Yes if you would like to see a list of users who are in a payment plan. If you want to see a report of users who are not in a payment plan, type No in this box.

    2014-03-24_14h46_52.png

  6. Click Run Report - this will display the results at the bottom of the page.

 

Reporting on users who paid a deposit at the time of registration:

  1.  Go to Reports >> click on Edit next to the Enrollment Details Report >> and scroll down to the Field Conditions Section.

  2. Click on [Click here to add new condition].

  3. Choose OrderDetails >> Order Deposit Only.

    2014-03-24_14h55_37.png

  4. If you want to see a list of users who paid a deposit at the time of registration, click on False and choose True. If not, leave False as it is.

    2014-03-24_15h02_34.png

  5. Click Run Report - this will display the results at the bottom of the page.
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