Custom Reports and What They Mean

Custom Reports let you build a report view that matches what you need, then save it so you can pull the same report again later without starting from scratch. They are especially helpful when you are running the same checks weekly or monthly, or when different staff members need consistent reporting views.

A custom report is a report you can tailor by adjusting the filters and the fields included in the results. Once you have the report set the way you want, you can save it in that state and run it again in the future.

This is useful when you want to:

To use Custom Reports, a staff member must have the Custom Reporting permission enabled on their profile. If you do not have this permission, you will not be able to access or create custom reports.

Below is a list of the custom report types available and what each one is typically used for.

Use this report to review and manage player’s team status assignments across your club. This is commonly used when you need to confirm which players have accepted a team placement spot or are still in the process of accepting or declining their invitation.

Use this report to review credits on accounts, including how much credit exists and who it is tied to. This is helpful for reconciliation and for supporting families who have credits applied to future payments.

Use this report to review demographic trends across your player base.

Use this report to understand how discounts are being used, including which discounts were applied and how they impacted totals. This is helpful for auditing discount programs and assessing effectiveness.

Use this report to track donations collected through your club’s workflows. It can help with donor follow up, acknowledgment tracking, and campaign performance reporting.

Use this report to identify registrations that were started but not completed. This is helpful for follow-up outreach and for troubleshooting registration issues.

Use this report to find players who are missing required profile information. This is useful when eligibility requirements depend on fields like grade or graduation year.

Use this report to review payments tied to player registrations, including what has been paid and what may still be outstanding. This is useful for finance review and family support.

Use this report for a high-level view of registrations by program or season. It is often used to monitor enrollment trends and registration volume.

Use this report when you need a more detailed view of registration data, including financial data

Use this report to review detailed registration demographic data along with selected checkout options. This is helpful when you need visibility into add-ons, option selections, and form-driven registration choices.

Use this report to track participation in Sign Ups registrations.

Use this report to review volunteer requests and role-based assignments. It can help you track who has volunteered and where coverage gaps exist.

Use this report for more structured tracking of volunteer commitments, status, and fulfillment. This is helpful when volunteer requirements need to be monitored consistently over time.

A standard report has preset filters and fields. A custom report allows you to adjust filters and fields, then save that configuration for future use.

You must have the Custom Reporting permission enabled on your staff profile to access and create custom reports.

Yes, if it is saved and shared appropriately based on permissions, multiple staff members can use consistent reporting views.

Use a custom report when you need to repeatedly run the same filters and field selections or when you want consistent reporting across your staff.