Generating a Form Detail Report is a quick and effective way to review all waivers and Health History forms completed by your customers within a selected date range. This article will walk you through how to access, filter, and export this report so you can efficiently track form submissions and ensure your records remain accurate.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
- To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
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Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access reports
- Reports: Can access metrics: form detail
Accessing Your Report
Navigate to Reports > Intelligence > Form Detail and select the date range you want to analyze. Click on Run Report.
Filter Description
From Name: The capability to filter by a specific form using the form's name.
Form Type: The capability to filter by the type of form; Health History or Waiver.
Report Description
Form Date: The date the customer signed off (or completed) the form.
Form Type: The type of form; Health History or Waiver.
Form Name: The form's name.
Name: The customer's first and last name; option to click on their name to go to their profile.
User ID: The customer's ClubReady profile identification number.
PDF: The View icon will open up the PDF copy of the member form.