REPORT – Who is NOT REGISTERED for the current season
Go to New Custom Report
Tick on LHS – Member ID, First Name & Last Name (from within the General Details section) and the following below from within the Organisation Membership details section
REPORT: FIND OUT ACTIVE MEMBERS FOR THE 2023/24 SEASON THAT EITHER DON’T HOLD A BM OR SRC AWARD OR THEIR PROFICIENCY HAS EXPIRED
General Details: Tick LHS: Member ID, First Name, Last Name & Age
Membership Type: Tick LHS and Active (15-18yrs) and Active (18yrs & over)
Status: Tick LHS and Highlight Active
Registered for Season: Tick LHS and put in 2023
Award Name: Tick LHS
Award Expiry Date: Tick LHS
Display the Report.
Use the template first to generate the Report for Bronze Once you generate the report if you scroll to the bottom you will see that there are Active members who hold no Awards. I have copied and pasted these into the 2nd tab of the spreadsheet. We then sorted the spreadsheet by Awards and Expiry date. You can then scroll down and find the Bronze members who have expired proficiency. I have copied these members into the 3rd tab. Then sorted the 2 extra tabs (No Awards & Expired BM) by the club.
To find Active members for the 2023/24 season that either has no SRC or expired SRC change the Membership Type to Cadet Member
REPORT: EMAIL ADDRESS FOR MEMBER/S
Reports – General Reports – Member Reports
Report Type: Email Lists
Report Output: CSV Style
REPORT – EMAIL ADDRESS FOR MEMBERS TO PUT IN OUTLOOK
Why Do It: Get emails to send out in Outlook to see if they bounce back
General Reports – Member Reports
Report Type: Email Lists
Output: Semi Colon Delimited (Text Format)
Display Report
Copy & Paste into outlook email.
You will then see what emails bounce back
REPORT – CLUB WANTING TO KNOW HOW MANY MEMBERS THEY HAD IN A PREVIOUS SEASON
Option 1
Reports – General Reports – Member Reports
Report Type – Membership History
Report Output: CSV
Season: put in date you are checking for
You will get the number of members for the season listed at top and also name of each member.
Option 2
If you just want total numbers for each Sub-Membership Category for a specific season you can also go to the Summary Tab
Summary Tab
Display: Sub-Membership Categories
Season: Type in the season you want stats for
You will then be given a list of members in each Membership Category. If you click on the Membership Category you will then be given a list of members in that category
REPORT: FIND OUT WHO DOES AND DOESN’T HAVE A MEMBERS AREA ONLINE ACCOUNT
Go to Reports > General Reports > Member Reports
Report Type: Member Area Accounts
%(color-red)*REPORT – FIND OUT MEMBERS WHO HAVE RENEWED VIA MEMBERS AREA* %
(Can Be Generated For Club, Branch, State Etc)
Reports > General Reports >Member Reports
Report Type: Pending Member Requests
Output Format: CSV Style
Click “Advanced Search”
Leave Branch & Organisation as “All”
Organisation Type: Highlight SLS Organisations, Support Operations, Other SLS Organisations
Pending Member Request Type: Highlight “Renew Club Membership”
Pending Members Request Date: 01/07/2023 – 30/06/2024
Display Report
When you have it in Excel format you may want to De-duplicate by Member ID & Organisation.
REPORT – LIST ALL AWARDS HELD BY EACH MEMBER OF A PATROL TEAM
Reports – Custom Report – New Custom Report
General Details: First Name & Last Name
Organisation Membership Details: Active & fill in Registered for xxx season
Awards: Tick Award Name on LHS only
Patrol Rosters: Tick Rostered Team Name on LHS and also Patrol Roster Date (you will need to go to the Patrol Roster for a specific date for a specific team.
REPORT – SENDING OUT MEMBERSHIP RENEWALS
The first step is to amend the ‘Cover Letter’ Template to ensure it has all the information your members need to renew their membership eg. preferred renewal method; club contact details; club fees, etc. Go to Maintenance > Templates > Edit Membership Renewal Form. Amend and save this template. Then:
• Go to ‘Reports’ > ‘General Reports’ > ‘Member Reports’.
• Click on ‘Advanced Search’
• Report Type = ‘Membership Renewal Form’
• Output Format = PDF
• Renewal Season = 2023
• Status = ‘Active’/
• Registered Season = 2023
• Tick the ‘Email to Members’ box
• Tick the ‘Declaration’ box
• Print Cover Letter: ‘Yes’
• Print Declaration: ‘Yes’
• Print Membership Details: ‘No’
• Tick the Display Report Here box.
• Display Report.
Surfguard will then produce a report of members that have been emailed their pre-filled membership form and provide you with pre-filled forms for those without email addresses.
REPORT – SHOW WHO DOESN’T HAVE OR HAS EXPIRED MEMBER PROTECTION
Reports – Custom Reports – New Custom Report
Once report is created you can save a Template of the report for future use.
General Details:
Member ID – Tick LHS only
First Name – Tick LHS only
Last Name – Tick LHS only
Age – put in 18-99
Phone
Mobile – Tick LHS only
Email
Email address 1 – Tick LHS only
Organisation Membership Details
Status – Tick LHS & Active in Green section
Registered for season – Tick LHS and date for current season in Green section
Pick Membership Categories it is relevant to.
State Based Details
Tick all boxes on LHS except for Student Number
REPORT – CHILD PROTECTION DETAILS & PATROL TEAM
Reports – Custom Reports – New Custom Report
Once report is created you can save a Template of the report for future use.
General Details: Member ID – Tick LHS only
First Name – Tick LHS only
Last Name – Tick LHS only
Age – put in 18-99
Phone
Mobile – Tick LHS only
Email
Email address 1 – Tick LHS only
Organisation Membership Details Status – Tick LHS & Active in Green section
Registered for season – Tick LHS and date for current season in Green section
Pick Membership Categories it is relevant to.
State-Based Details
Tick all boxes on LHS except for Student Number
Patrol Rosters
Rostered Team Name – Tick LHS only
Patrol Roster Date – Tick LHS only
Display Type: CSV (Excel)
Display Report
Once in Excel De-Duplicate by Member ID
REPORT – FIND OUT MEMBERS WHO HAVE RENEWED VIA MEMBERS AREA
(Can Be Generated For Club, Branch, State Etc)
Reports > General Reports >Member Reports
Report Type: Pending Member Requests
Output Format: CSV Style
Click “Advanced Search”
Leave Branch & Organisation as “All”
Organisation Type: Highlight SLS Organisations, Support Operations, Other SLS Organisations
Pending Member Request Type: Highlight “Renew Club Membership”
Pending Members Request Date: 01/07/2023 – 30/06/2024
Display Report
When you have it in Excel format you may want to De-duplicate by Member ID & Organisation.
REPORT – FIND OUT WHO HAS PAID THEIR GYM FEES VIA PAYMENT GATEWAY
Reports – General Reports – Member Reports
Report Type – Transactions
Click on Advanced Search
Transaction Type – Gym
Transaction Payment Method – Credit Card
Date range – default for dates of current season
Display Report
Note: Transaction No. & Payer Name come over from the Members Area
BRANCH NEED TO RUN A REPORT ON ALL U13’S FROM EACH CLUB REGISTERED FOR 2020
To create report:-
Reports – General Reports
Report Type: Membership History
Organisation: need to do for each individual organisation
Age: 12 to 14
Status: Active
Registration Date: 01/07/2019 to 31/03/2020
Download report.
Highlight Column A and then under Data tab click Remove columns not required.
Then sort by Date of Birth.
Looking for DOB between 01/10/1999 to 30/09/2000
REPORT – MEMBER ATTRITION / HOW MANY MEMBERS HAVE LEFT/NOT RETURNED
Reports – General Reports – Member History
Advanced Search
Age 14 – 99 (if desired)
Status: Archived / Deceased / Transferred Out
Membership Type: Active (15-18) / Active (18 and over)
Membership Date: last five years
Go.
Note the CSV/Excel version of this report is horrible. If you need it, best bet is to select the table and sort by member id. You lose some relevant data because the records are not flat but there isn’t much else you can do with it in it’s current format.
FAMILY GROUP REPORT WITH MEMBER CURRENT REGISTERED SEASON
Create a custom report to display all family groups, the members of each family group and the members current registered season.
Use the selection criteria as displayed below
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