How do I customise my saved Member report template?

If you are looking for more detailed payment information, or answers to questions you’ve added to your registration form, there is a way to add customized headings on your saved templated reports in Search Submitted Members.

Step 1 - Choose your saved template
Hover over the Memberships tab and select Search Submitted Members. On the left, you will see a saved templates section. This is where you can access all of your previously saved templates. If you have not yet created a template, then click HERE to see the steps involved in this process.

Choose the template you wish to update by clicking on the title of the template in this menu. , 

Step 2 - Go to the Edit section
After choosing your template, instead of clicking export, scroll to the bottom of the page and click the Next button on the bottom right hand corner. This will bring you to a new page where you can pick and choose the headings you want on the report.

Step 3 - Add/Remove headings to the report
In the edit section, you will see a full list of all the headings you can have on your report. These will be listed to the left of the page, and all corresponding information on the right is a sample membership taken from your registrations.

Some fields may be blank for this particular sample but may apply for other members. For example, a Parent/Guardian isn’t required to enter a Date of Birth so if the sample contained that member, there would be no data visible beside Date of Birth.

It is recommended you spend 5-10 minutes picking and choosing the headings you want. You only need to focus on the member data that is relevant for this particular report. All the information shaded in green is financial information. And below that are the additional questions that may be on your club’s registration form.

Step 4 - Save and Export
Once you have chosen your headings, click Save & Export. This will save the template for future use so you don’t have to choose the same headings again. You’ll be able to access the report from the template menu in the previous screen. When you click the button, you will see a disclaimer. Clubforce is committed to protecting your members data and we ask you to ensure the data you are downloading is through a secure WiFi connection/Laptop Computer.

Click Proceed if you are happy that your device is secure and the excel file will be downloaded. 

It is recommended that you practice creating several reports focusing on different areas eg. Financial, volunteering, age grades etc. This will help you become accustomed to creating reports and how to navigate through the data on excel.