Skip to main content
Français (Canada)

Create a self-serve custom report

Updated

Build your own report on a Club Dashboard or Event Dashboard by choosing the columns you want from the complete registration with membership information report, then save it to download any time.

Applies to Enterprise

Must know
  • You build it yourself, with no ticket needed. Start from the complete registration with membership information report, keep only the columns you need and put them in order.
  • It’s saved on that dashboard. Your report is listed under Custom Reports on the dashboard’s Reports tab, ready to update and download like any other report.
  • It downloads as raw data. Like the standard reports, it’s a CSV file with no formatting.
  • It isn’t the Custom Reports add-on. The Custom Reports item in the left menu is a contract add-on: Uplifter configures your own formatted Excel reporting forms. The self-serve report on this page is something you build on a dashboard.

Create a self-serve custom report on a Club Dashboard or Event Dashboard by picking the columns you want and saving them as your own report.

  1. Open the dashboard

    For an event, select Events → Events and select the gear icon or status button on its row. For a club, select Clubs → Clubs/Teams and open the club.

  2. Open Reports

    Select the Reports tab, then choose to create a custom report.

  3. Choose the report type

    Select Complete Registration with Membership Information. The list of columns you can choose from appears.

  4. Pick your columns

    Select the columns you want in your report and select Move selected over. They appear in the sort column, where you can put them in the order you want.

  5. Name and save it

    Add a report name and a short description, so other admins know what it’s for, and select Save.

  6. Download it

    Your report now shows under Custom Reports on the Reports tab. Select Update, then Download.

When you need more

If the data you need isn’t in the complete registration with membership information report, for example registrant columns joined with financial columns, Uplifter can configure a report for you. Contact Uplifter Support; it may be scoped with you as a change order. For reports in your own formatted Excel layout, see Advanced Analytics and Custom Reports.

For every way to get your data out of a dashboard, see Find and download reports.

Related: Find and download reports · Download Club Dashboard and Event Dashboard reports · Advanced Analytics and Custom Reports