Create Custom Crew Reports & Download to Excel

[admin]

Crew Manager can produce custom reports for a selected group using any of the fields available in a user’s profile, and Event Reports as described in this post. This includes additional fields the Skipper may enable for Passport Information, Emergency Contact and Travel information as explained in the post Extra Crew Profile Fields for Passport, Emergency Contact & Travel. Typically this information is required for international distance races such as Newport to Bermuda. 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.

• 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

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• 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.

custom-reports-passport.png (906.62 KiB) Viewed 29314 times