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How to Add a Report Through the Register

Video walkthrough: adding a report through the register

You can add a report, such as an accident report, for a child straight from the register. The report is saved on the child’s profile, and you choose whether their parent can see it.

Adding a report from the register #

Step 1: Open the Register (0:00) #

  • Go to Class Management > Register.
The Register page
Step 1: The Register page

Step 2: Choose the class register (0:07) #

  • Pick the date, click Select registers and tick the class, then click Apply.
  • You can also search, filter by location, or tap a start time to tick every class at that time.
Selecting the register
Step 2: Selecting the register

Step 3: Find the child on the Contact tab (0:16) #

  • Click the Contact tab and find the child in the list.
The Contact tab
Step 3: The Contact tab

Step 4: Open Action, then Report (0:32) #

  • Click Action on the child’s row. The menu offers Email, SMS, Class Invitation, Media and Report.
  • Choose Report.
The Action menu
Step 4: The Action menu

Step 5: Complete and save the report (0:50) #

  • In Add Report, choose the report type from Select Report, for example Accident Report.
  • Enter a Title and answer every question.
  • Display to parent is set to No, so the parent won’t see the report. Change it to Yes to show it on their account; a Save & Email Parent button then appears if you also want to email them.
  • Click Save.
The Add Report form
Step 5: The Add Report form

Step 6: Find the report on the profile (1:12) #

  • Open the child’s profile. The report is listed under Add Report, by report type.
  • Click the magnifier to view it, or the pencil to edit it.
The saved report on the profile
Step 6: The saved report on the profile

Good to know #

  • The report types you can choose come from your club’s report templates in Settings Hub.
  • You can also add a report from the member’s profile. See How to Add Reports to Member Profiles.
  • Reports can’t be deleted at the moment, so check the details before you save. You can edit a report afterwards.