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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.

  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.

  2. If you have Adult & Family Registration enabled, select your camper type. the session or sessions from which you would like to pull information for your report.

  3. Select the program or programs for your report. (camper user reports only).

  4. Select the status or statuses for your report.

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

    📖Related Help Materials:

    Note: Common advanced criteria is a filter like "last year attended" "equals" "2018" to find campers who were last enrolled during that specific year.

Video Tutorial


Field/Sort

Now that you have your filters all set up, it's time to pick what you want to display on the report.

  1. Select the fields you would like to show on your report by using the arrows or double clicking on them in the first column. When you click on a field, it will move to the second column. To access more fields, use the dropdown menu on the top. The default is 'Camper/Staff/Alumni,' but for specific fields like mailing address state, choose 'Primary Childhood Family.'

    💡Tip: If you're unsure which grouping your field is in, use the search option in the drop-down list for quick access to less-common fields.

  2. After selecting your fields, decide their display order in your report using the second column. To rearrange, highlight a field and use the up or down arrow to move it.

  3. The third column allows you to sort your report differently. If you'd like to sort by last name rather than last name, you may use the up and down arrows in the third column to do so.

Video Tutorial


Options/Finish

On the final tab, create a report title, show line numbers, and other options.

  1. Enter a report title (for saving the report). Click the radio button ''Yes'' if you wish to show line numbers to the left of the report.

  2. If you have a report with a lot of data, you have the option to insert blank lines with the "Skip line when" dropdown. This can make large reports easier to read. Click "Break Page" to insert a whole blank page between changes in the report.

  3. If you have a large report and you're looking for only unique data, use the "Don't display when" is repeated dropdown to hide certain fields. Example: if you only want to see each US state one time in the report, pick "Primary Childhood HomeState" in this field).

  4. Click the green ''Generate Report'' button.

  5. Click the blue ''Print'' button to print the report to a PDF

  6. Click the green ''Export CSV'' button to create an excel spreadsheet of the report.

  7. Save report as: you can save a copy of all the criteria and settings for this report to your reports page so you can run it again.

  8. Some fields are editable, so you can change data directly from the report without opening records.

Video Tutorial

📖 Related Help Materials:

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