Custom Reports & Downloading Data

Crew Manager can produce custom reports for a selected group using any of the fields available in a user’s profile, and also Event Reports. This includes additional fields the Skipper may enable for Passport Information, Emergency Contact and Travel information as explained in the Skipper manual section Extra Crew Profile Fields for Passport, Emergency Contact & Travel. Typically this information is required for international distance races such as Newport to Bermuda. It may also be used to generate any contact tracing reports.  The Skipper may select fields using check boxes to include in the custom report. Once the report is run, a button is available to download the file in CSV format so that it may be directly read by Excel.

Click on these Custom Reports links to jump to the section for:

Crew Reports

  • The Skipper logs in and selects from the Skipper menu Custom Reports
  • A group dropdown allows selection of predefined and custom groups. Select the desired group, and check boxes for the fields to be displayed, then click the blue button next to the group dropdown to update the display

  • The customized report for the Active Crew List is displayed below with passport information. The blue Download active.csv button may be clicked to download a CSV formatted file that has the same information as the screen report. Note that there are so many fields available, it is possible to produce a report that is difficult to see on the screen. Downloading this as a CSV file and opening in Excel allows formatting as desired.

Event Reports

  • The Skipper logs in and selects from the Skipper menu Custom Reports
  • The Report Selection dropdown allows selection of the Crew report (default) or Event report
  • Dropdowns allow Event Category & Tag selection and date choosers for the Start & End dates. Select the desired Categories & Tags, select the desired date range, and check boxes for the fields to be displayed,
  • A Crew List may be included for each event by checking the desired Crew List check box fields.  If any Crew List check boxes are checked, the list of all crew who set availability will be inserted immediately after the row containing selected information for the event.
  • Click the blue button next to the date range selectors to update the display

  • The customized report for the filtered Events is displayed below. The blue Download event_report.csv button may be clicked to download a CSV formatted file that has the same information as the screen report. Note that there are so many fields available, it is possible to produce a report that is difficult to see on the screen. Downloading this as a CSV file and opening in Excel allows formatting as desired.

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