Reports are generally divided between those relating to Team members – the volunteers serving in the SU Activity, and Participants – those attending the SU Activity. Note however that for Events related to an Activity, such as a team weekend away, those registering will be participants for that Event.
Reports are provided in the Portal. These are accessed by selection the Reports tab at the top of the portal page. You may need to click on “More” to select the Report page.
Note that to locate reports you need to first click on ‘All Folders’. The default view is ‘Recent’ which is helpful after you’ve used the Portal for a while but is less than helpful for first time users.
Reports are able to be downloaded as Excel or CSV files.
Reports is the GENERAL folder are generically applicable to all SU Activities and will only show the details relevant to your own Activity.
Reports in the SPECIFIC folders are created specific to your camp, mission or school group.
It is suggested you take time to peruse the reports to familiarize yourself with what is available.
You can download any report to Excel by clicking on the EXPORT button at the top right of the screen.
Select FORMATTED if you want a report that is able to be printed out in a readable format. Select DETAILS ONLY if you want to download for further manipulation in Excel, including for mail merge purposes.