This video demonstrates how to access and manage registration reports for USA Field Hockey members. It covers filtering, editing participant details, and exporting membership lists efficiently.
1. Accessing Registration Reports
After logging into your Playbook API, click on the reporting drop-down menu and select registrations. From the dropd-down, select All Registrations.
2. Navigating Registration Tab
Once you are on the All Registration tab, scroll down. At the bottom left, you will find the USA Field Hockey filter section.
3. USA Field Hockey Filters Overview
You can check for the membership ID, membership type, valid membership status, and expiration date. Additionally, you can set the start and end dates.
4. Editing Participant Membership
Next, let me show you how to edit or update a participant for the USA Field Hockey membership. First, select the USA Field Hockey tab.
5. Modifying USA Field Hockey ID
Next, click on the modify column. Here, you will find the USA Field Hockey section. Make sure to check the box for the USA Field Hockey ID. Finally, save the table.
6. Editing Membership Details
Once saved, you will see an edit icon appear here. Click the edit icon, and in this section, you can modify the membership number, last name, and date of birth. After making your changes, click validate.
7. Exporting USA Field Hockey List
Next, I will demonstrate how to export a list file for the USA Field Hockey members.
8. Export Options Explained
In this section, you will find the options for Export All and Custom Export selected. By clicking on Export All, you can export all the registrations. For the Custom Export option, you can select specific items and information you want to include on the exported file. You can also choose specific members or participants individually.
9. Custom Export Selection And Exporting
To select, check the box, and then click "Custom Export Selected." A pop-up will appear; scroll down and click Export.
Learn to navigate registration reports, update membership information, and export customized lists for USA Field Hockey participants with ease.