CREATE ACCOUNT | LOGIN
781-205-2800 | support@familyid.com

Creating & Sharing Reports

FamilyID makes it easy to organize the data you collect from your registrants. We call this functionality " Reports"

Your rosters, emergency cards, class lists, etc. are all created in the Reports tab of your FamilyID account. You can even set your reports to automatically generate an email granting access to your report on a regular basis (Daily, Weekly, Monthly) to authorized viewers.

This article will cover how to view your reports, how to create reports, and the different options you have when sharing reports.

IN THIS ARTICLE

View your existing reports

1
You can create an unlimited number of reports. To access your Reports, hover over the 'REPORTS' tab in the blue menu bar at the top of the page, then select Registrations in the drop-down menu. 

2
You will see your reports listed on this page. The down-arrow associated with the 'TABLE VIEW'  button will allow you to view the report in table view, page view, download the contents of the report to CSV or PDF, edit/share the report, clone the report to create an exact copy, share a public link, or delete the report.

Create and edit custom reports

1
To create a new report, select the blue Create a button.

2
Name your report and then select a filter. 

3
You can filter by Programs and Sections, Program Add-Ons, Registration Date (to find registrations that were submitted within a specific date range), Payment Status, Approval Status, Registrant Name, Invitation Status and/or Internal Fields.

4
Next, select the information you want to include in your report. On the left, you’ll see a list of every available field of information. 

5
The fields you select for your report will appear in the column on the right. You can move the fields up or down so they display in the order you want by selecting the three grey bars next to the given field and dragging it up or down.

6
You can sort the information by three of the fields in the report, and specify the order – either ascending or descending.  Last name or Program Sections are common fields to sort by.

Secure report sharing

1

You can invite individuals to your organization's FamilyID account as an authorized ' Viewer' and allow them to log in securely and view only the reports you'd like to share. This gives you more control over who can see what data and for what period of time.

To set your report sharing settings, select the 'Share access to this report' checkbox and enter the information requested. Your Authorized Viewers will receive an email granting them access to the report.

If you choose to send periodic emails, the email will be generated and sent via email between 4 am and 6 am EST to the recipient email addresses.

These Authorized Viewers of your reports will have the ability to changes to data that you allow them to access -- this may include approval status, payment status, registration status, and internal fields.

You may also choose to allow them to message the FamilyID account owners. This will let them email the account owners of the participants in their report. For example, a Coach may want to alert all of the parents that practice has been moved today due to weather.

Read more about Authorized Report Sharing by clicking here.

2
Select the blue  Save & View button and you're done!

Sharing Reports via a Live or Public Link

Sometimes there's a need to share a live, public link to a report. For example, you may want to post tonight's roster on your Athletics website homepage. The best way to share a report meant for the public is via a live/public link.

Generating a public link is quite easy.

1

When viewing your report, click the down-arrow next to the Table View button and select PUBLIC LINK from the drop-down to generate a live link to the report.

2
You will then see a pop-up window asking you to confirm that you want to generate a live and non-secure public link. Check the box and select Generate Public Non-secure Link.

3
You may now copy the link and send the URL directly to a recipient and they will be able to view a table view or page view of the current report. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us