How to create a report

To edit or create standard reports in the corresponding section of Sportrick, just click on Settings -> Reports -> Add and select the data source for the report you intend to add or click on Edit next to the name of the report to change its settings.

Please note that before editing/creating a report, it is advisable to check the available filters described in the "available filters" paragraph of this manual.


In order to create/edit a report you will have to specify the details listed below. PLEASE NOTE THAT WHEN YOU EDIT A REPORT YOU DON'T HAVE TO NECESSARILY GO THROUGH ALL THE STEPS BUT YOU CAN CLICK DIRECTLY ON "END" TO SAVE THE CHANGES.

  • Name of the Report
  • Columns: you can drag the columns and drop them into the "selected columns" box according to the data you require for your report
  • Grouping: you can group the results of various columns and set the ascending/descending order
    • Default closed groups: if you close a group its details will not be shown unless you click to open the table. To see the results you will just have to click on the symbol in the corner
      •  CLOSED GROUPS
      • OPEN GROUPS


  • Total: according to the grouping you can select the columns to sum. It is also possible to calculate the average, maximum and minimum value
  • Parameters: you can add pre-filters to the report that must be filled in before opening the report e.g. the waiting list report can be pre-filter by course, so that only that specific waiting list will be shown. Please note that at least one parameter is compulsory, otherwise the report will generate an error message
  • User Rights: you can specify which users the report will be available to (reports are only visible to Administrators but you can make them available to Users by adding their username in this section. Please note that Users must have been added first in Settings - User Management);
  • End: save changes.


Available filters for each data source

  • Access Records (see below the available columns for this report) 

  • Attendees (see below the available columns for this report) 

Booking Channel







  • Card Models (see below the available columns for this report)

  • Courses (see below the available columns for this report)
  • CRM (see below the available columns for this report) 

the Consultant is the person in charge of the CRM task









  • Enrolments (see below the available columns for this report) 

 

Consultant indicates the member of staff assigned to the customer

Operator indicates the user who sold the subscription unless a seller has been specified. The operator corresponds to the username logged into the system at the moment of sale.


  • Logs: useful to verify if anything was deleted by whom and when and to check the activity of operators on the users' profile (see below the available columns for this report) 

  • Multipacks (see below the available columns for this report) 

Code refers to the name/code of the multipack







Consultant indicates the member of staff assigned to the customer





Operator indicates the user who performed the sale unless a seller has been specified. The operator corresponds to the username logged into the system at the moment of sale.





  • Non Attendees (Target Activity) (see below the available columns for this report)







Consultant indicates the member of staff assigned to the customer



  • Payment Due Dates (see below the available columns for this report)

  • People (see below the available columns for this report) 




Consultant indicates the member of staff assigned to the customer






  • ProShop Stock (see below the available columns for this report) 

  • Services (see below the available columns for this report) 






The Holder is the person who booked the service, the Participants are additional people joining that same service




  • Social Booking (see below the available columns for this report)

  





Direction of the invitation (sent/received)






  • Subscriptions: please note that this report was originally created for an obsolete version of Sportrick. At present the purpose of this report is to check the sales of membership fees. In order to get a report about subscriptions, please use MULTIPACK as data source.                 

See below the available columns for this report:






Consultant indicates the member of staff assigned to the customer

Operator indicates the user who performed the sale unless a seller has been specified. The operator corresponds to the username logged into the system at the moment of sale.


  • Transactions (see below the available columns for this report) 







Sale Operator indicates the user who performed the sale unless a seller has been specified. The operator corresponds to the username logged into the system at the moment of sale.





Consultant indicates the member of staff assigned to the customer


Seller specified for the sale



Payment Operator indicates the user who carried out the payment procedure. The operator corresponds to the username logged into the system at the moment of payment.

User ID indicates the number associated to the customer's profile


  • Waiting List (see below the available columns for this report) 

  • Waiting List for Courses (see below the available columns for this report)