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Get to Know: User Reports
Get to Know: User Reports

Lear how to gather information from the system using reports

Updated over a week ago

Campminder has many great built-in reports, but sometimes, you want the data your way, with specific filters or showing certain fields. That's why we built the user report module, so you can get all the information on camper, staff, and alumni that you put in.

User Report Permissions

To allow Campminder users to access reports and make field changes, you must grant them specific permissions.

  1. Navigate to Admin > Logins and Permissions > User Groups. From your list, select the groups who need access to user reports and edit the following.

  2. The first permission is to set "Camper Reporting" to "Authorized" or "Administrator".

  3. Next, you will set the "Field Changer" dropdown to "Authorized". This will allow the user to Edit Inline on the generated reports.

  4. Complete these steps for Staff, and Alumni reporting fields as well if needed, and click the green "Save" button on the bottom.

📖Related Help Materials:


Generate User Reports

  1. Navigate to Reporting > User Reports > Camper/Staff/Alumni. Click on the green ''New Report'' button at the top left.

Once you're in a user report, there are three separate tabs to work through to generate the report.

Selection Criteria

  1. Select the season from the dropdown (it will default to the oldest open season) and the partition(s) from which you would like to pull information for your report.

    Note: If Adult & Family Registration is enabled, select your camper type and the sessions to include in your report.

  2. Select the program(s) (opt), and Days of Operation (opt).

  3. Select the session status(s) and Person Status.

  4. You may now add any advanced criteria for your report.

    📖Related Help Materials:

    💡Tip: A common example of advanced criteria is using a filter like "Last Year Attended" set to "Equals" and "2018" to find campers who were last enrolled in that year.

Video Tutorial


Field/Sort

Now that your filters are set up, it's time to choose what you want to display in your report.

  1. Select Your Fields:

    Use the arrows or double-click on fields in the first column to move them to the second column. To find additional fields, use the dropdown menu at the top. By default, it’s set to "Camper/Staff/Alumni," but for fields like mailing address state, select "Primary Childhood Family."

    💡Tip: Unsure where a field is located? Use the search option in the dropdown for quick access.

  2. Arrange the Display Order:
    In the second column, highlight fields and use the up or down arrows to adjust their order in your report.

  3. Set the Sorting Preference:
    The third column lets you customize how your report is sorted. For example, to sort by last name, highlight it and use the up or down arrows to adjust its position.

Video Tutorial


Options/Finish

On the final tab, customize your report by adding a title, choosing display options like line numbers, and setting additional formatting preferences.

  1. Create a Report Title and Set Display Options:
    Enter a title to save the report for future use. If you'd like line numbers displayed on the left of the report, select "Yes" under the line number option.

  2. Customize the Report Layout:

    • Use the "Skip line when" dropdown to insert blank lines, making large reports easier to read.

    • Select "Break Page" to insert a blank page between sections for clearer organization.

  3. Hide Repeated Data (Optional)
    Use the "Don't display when" dropdown to hide repeated fields. For example, to display each U.S. state only once, select "Primary Childhood HomeState."

  4. Generate and Export Your Report

    • Click the green "Generate Report" button to create the report.

    • To save the report as a PDF, click the blue "Print" button.

    • For an Excel version, click the green "Export CSV" button.

  5. Save and Edit the Report
    Save the report to your reports page to easily run it again with the same settings.

    💡Tip: Some fields in the report may be editable, allowing you to update data directly without opening individual records.

Video Tutorial

📖 Related Help Materials:

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