Club/Guard Summary Report

How to get activity totals per club or guard unit (preventative actions, first aids, rescues, attendance) with CSV and PDF downloads.

The Club/Guard Summary Report (headed Unit Reporting) rolls up each unit's activity for a period into one line: ideal for season summaries, funding reports and board updates. It needs both unit reporting and patrol statistics reporting rights.

Run the report

  1. Go to Reports → Club/Guard Summary Report.

  2. Choose a period (for a season, try This Financial Year or Last Financial Year) and filter by Service Type, Patrol Type, Region, LGA or Service/Unit.

  3. Click Generate Report.

Reading the results

The Activity Report section lists each unit with its Preventative Actions, Minor First Aid, Major First Aid, Rescues and Attendance. If you filter to a Nippers patrol type, the columns switch to participant figures: In Water Participants, Total Participants, SRR (Avg) and Avg Awards. Below that, an Incidents section lists the incidents in the period.

Download

  • Download CSV saves two files: one for the activity table and one for the incidents. Allow multiple downloads if your browser asks.

  • Download PDF (Totals) creates a printable summary of the totals.

  • Each unit's PDF button in the Report column creates a summary for just that unit.

Downloads need unit export rights. Club admins can also run their own unit's summary from the Patrols interface. See Patrol Reports for Club Admins.

Did this answer your question?
😞
😐
😁