15.7. Surfguard Reporting

Surfguard Reporting – Click here for Instructions and Overview of common reports

General Reports

Commonly used reports (click here for all general report descriptions)

Report Category	Report Name	Description
Assessment, Awards and License	Assessor Activity History	A report that lists your organisations Assessors Activity History. Refer to SLSQ Education for reports through aXcelerate education@lifesaving.com.au
	Trainers Activity History	A report that lists your organisations trainers Activity History Refer to SLSQ Education for reports through aXcelerate education@lifesaving.com.au
Member Reports	Family Groups	This report is for Clubs to determine the Number of Family Groups that have been created within the Club, Members who have a Family Group, Primary and Standard Members of each Family Group and Contact Information.
	Members Area Account	This report is for Clubs to determine if Members do or do not have a Members Portal Account. Report also details members Account Usernames and when Portal accounts were created and last used.
	Membership History	Provides a list of dates for when a members membership record was updated including registered seasons, membership categories and competition rights.
	Membership Protection Details	This report is for Clubs to determine who is up to date with their Member Protection and who is required to update their Members Protections (WWCC).
	Nipper Attendance Sheet Template	A list of members, that can be determined by competition age category, membership type, registered season, gender. Can be exported into excel format to be used as a nipper attendance sheet.
	Pending Member Requests	Provides a club with a list of all transactions that have passed through the pending member request function. Report can be filtered by Pending Member Request status i.e: completed, pending, rejected for a specific date period.
	Transactions	A list of members transactions for a specific period of time. Can be filtered by a particular transaction type, date period or payment method
Organisational Management Reports	Gear and Equipment	Lists all (or selected) organisation equipment, detailing equipment information such as make, date of purchase, gear inspection dates, registration numbers.
	Gear and Equipment Totals	An equipment list containing total numbers of inventory for each type of equipment
	Officers Club/Organisation	List of club officers that can be filtered by date, registered season, position, person. List also contains Officers contact information
	Organisation details	Details an organisations address, contact information, GPS location, bank account information, RTO info (if applicable),
	Service Profiles	A report that details when an organisation is providing a lifesaving service including, dates, days & times and a description on where an organisation provides such services ie: location
	Users	This report is for Clubs to determine who has Active access to Surfguard. You can also check who has previously had access and is now inactive.
Patrol Reports	Member Patrol Summary	Can provide a report on an individual, whole patrol or all members total patrol hours for a particular season/s broken down into Lifesaving and/or competition seasons
	Patrol Attendance: 100%	Provides a list of patrolling members who have completed 100% of their own rostered patrols during a season
	Patrol Service	Details an organisations patrol service history including Beach Attendance and Activity, Prevention Actions, First Aids with last year comparisons. Report can be filtered using monthly or weekly breakdowns
	Total Member Patrol Hours	A detailed report of all patrolling members total patrol hours performed in a specific season including a breakdown for rostered hours, patrol rostered hours completed, substitute, volunteer, water safety. (report can be filtered for individuals a registered season, membership type
	Total Team Patrol Hours	A report that gives a patrol by patrol breakdown of each teams total patrolling hours and the make up of these hours.
Transfer Reports	Transferred Out Members	Members that transferred out of the organisation
	Transfers	A report that details all transfers, both in and out of an organisation. Includes transfer type, winning/ loosing club and the transfer approval process

Custom Reports

To create a custom report, select the output fields that you wish to see in your report by clicking the applicable check-box on the left (blue column). A tick will appear, indicating your selection. The right side of the report (green column) is used to determine your selection criteria. You can also select the display type and the desired document set-up

For example, to create a report to see the first name, last name and age of all male members with the occupation of Student. Add a tick beside the first name, last name, and age on the left, and select gender as Male and occupation as Student on the right. Click ‘Display Report’ at the bottom.

Saving a Custom Report

To save a Custom Report as an XML file you will need to run the report and then save the template file to your computer.
Note: The Display Type needs to be selected as CSV to see this screen to save your report.

Example Reports:

Member Reports

• Email address for member/s
• Email address for members to put in outlook
• Club wanting to know how many members they had in a previous season
• Find out who does and doesn’t have a members area online account
• List all awards held by each member of a patrol team
• Sending out membership renewals
• Find out members who have renewed via members area
• Branch need to run a report on all u13’s from each club registered for a season
• Member attrition / how many members have left/not returned

Member Reports

• Who is not registered for the current season
• Find out active members for the 2021/22 season that either don’t hold a BM or SRC award or their proficiency has expired
• Show who doesn’t have or has expired member protection
• Child protection details & patrol team
• Family group report with member current registered season

Assessment Reports

• Who is proficient for current season for an award
• Historical assessment report – Refer SLSQ Education team
• Check requirements of the award for candidate, trainer & assessor – Refer SLSQ Education team
• Branch trying to find out where a member has done an award or proficiency
• List of awards gained in a season
• Club wants to find out who is eligible/qualifies to be raised in an assessment for an award – Refer SLSQ Education team
• Can’t add a member to a new assessment request it says they are already in an assessment – Refer SLSQ Education team
• Show when awards expire before 31/12/xx

Assessment Reports

• To find out who is not proficient in an award for current season (can be used for other proficiencies)

Patrol Reports

• Patrol type hours for a member
• How to ascertain total patrol hours for each member
• Total rostered patrol hours and water safety for each member breaking it down by membership category
• Find members who are not completing their patrol hours
• Total member patrol hours
• Total members patrol hours for a month

Patrol Reports

• Total member patrol hours report

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