Where each dashboard keeps its reports, how to export a participant or member list, and the three ways to get the data you need.
Applies to Enterprise
- Standard reports live inside each dashboard: open the dashboard, then its Reports or Report sub-menu. Reports in the left menu holds the reports Uplifter configured for your organization.
- Select Update before you download, so the report includes the latest transactions.
- A dashboard's report appears only after one registration is complete, so a new, empty dashboard shows none.
- You see reports only for the dashboards you have permission over.
Where each dashboard keeps its reports, how to export a participant or member list, and the three ways to get the data you need. Download a standard report, build your own, or ask Uplifter to configure one.
Where to find reports
- An Event Dashboard or Club Dashboard — open its Reports sub-menu. For an event, open Events → Events and select the gear icon or status button on its row. For a club, open Clubs → Clubs/Teams and open the club.
- A membership organization, certification organization or sanctioning organization — open it, then its Report sub-menu. A membership organization lists membership, product, financial and custom reports.
Export a participant or member list
To export a participant or member list, open the Event Dashboard, Club Dashboard or membership organization from its list, then open its Reports sub-menu (Report for an organization).
- Select Update on the report you need, such as the registration or membership report.
- Wait for the email that tells you the report is ready. Download becomes selectable once it is.
- Select Download to save the CSV file.
To export only the members of one membership type, open Memberships → Individual Memberships, filter by membership type and apply the filter, then select the button to generate a memberships report. The report holds only the filtered members and is emailed to you.
Three ways to get your data
- Download a standard report. Every dashboard comes with standard reports. Select Update, then Download. The CSV file holds raw data, with no formatting.
- Build a self-serve custom report. Start from the complete registration with membership information report, keep only the columns you want, put them in order and save. It's listed under Custom Reports in that dashboard's reports. No ticket needed.
- Request a custom configured report. If the data you need isn't in a standard report, for example a report that joins registrant columns with financial columns, contact Uplifter Support. It may be scoped with you as a change order.
New for 2026: Analytics and the Reports menu
Two left-menu items sit alongside your dashboard reports. Analytics (the Advanced Analytics add-on) graphs your organization's data, and Reports lists the Custom Reports Uplifter configured for your organization. Select Generate on a report, then Download it from Your generated reports. Custom Reports are an add-on in your client contract, and the Reports page isn't the self-serve list called Custom Reports inside a dashboard. Read Advanced Analytics and Custom Reports for every Analytics tab and how to add either add-on.
National sport organizations: the Sport Canada — AB/AWAD by Province report on the Reports page counts your athletes, coaches, officials and recreational participants by province, split by gender and disability status, ready for the Sport Canada workbook.
Any report your organization needs. Uplifter can configure any custom-formatted Excel sheet as a Custom Report. Examples include:
- a Direct Affiliation Payments Report, to cross-check the automated payments to the NSO when a member buys a PTSO membership
- insurance reports built to your organization's own format
- reports your sport's results, timing or scoring partners need to quickly mirror event registration data into their event management tool
How do I access this feature?
Advanced Analytics and Custom Reports are custom add-ons, scoped and priced in your client contract. New clients agree the configuration during onboarding. Already a client? Contact Uplifter and we'll prepare a change order to add either add-on for your organization.
What reports can show
Where your reports carry screening data, membership, registration and series reports can show each member's newest background check: its type, dates, submission type, status and result. It's the newest check whatever its status, not just the newest one that passed, which is what an audit needs.
Before you send a report
Update it first. A dashboard report only includes transactions up to its last update.
Check for duplicates. A duplicate profile counts one person twice. Select Generate Duplicate Report on the membership organization dashboard. The list arrives by email, to you only: the people registered with your membership organization who also have a duplicate profile on Uplifter. Merge the duplicates before you report participation.
If two reports disagree, check the date range first, then look for duplicate profiles.