Form Reports

Clubistry's Form Reports allows you to pull a report for all the submissions to any of your custom forms.

Create a Report

To create a report, navigate to Club Management -> Form Reports. You'll see the following form. 

screen capture of custom form report page

Form Selection

The dropdown here includes all of your Custom Forms. Select the one you want to get a report for.

Select Fields

This lists all the fields in your form. Select the fields you want to be included in the report.

Preview or Download Report

If you click to Preview Report, that page will show the report results on the page, while leaving your report options still selected. You can double check to make sure the information included in the report is what you expected, or make adjustments to the options if needed. Once you're satisfied with the report, you can click on "Download Report (CSV)" to download the report. The file will be a CSV - comma-separated values - file. This file can be opened in Excel, Google Sheets, or another spreadhseet application. 

Caution: when opening a CSV file in Excel or another spreadsheet app, the app may try to be helpful in convering data like dates or number (including postal codes) to their special formatting. This can lead to issues like postal codes having leading zeros stripped, or dates being formatted in unintelligible ways. If this happens, close out the file without saving it (so the data in the original file isn't changed). Try re-opening the file in the app again, to see if there's any sort of message that is brought up as the file opens about CSV files, and converting data formatting. If you see this, then decline the reformatting options. Alternatively, you can try opening the file through the File menu (File, Open, and then browse to the CSV file to open it). In Excel, this should bring up a popup about data conversions it wants to run on the file. Click on "Don't Convert". 

 

 

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