Family
The family report provides pertinent information for each family. The family name as documented in the business' database, all athletes and parents that are part of the family, and contact information are provided. Additional information about the family having a credit or debit card on file with the business is given, allowing administration to analyze for payment processing and issues.
There is an additional feature provided on this report. The option to send an email reminding families that they are missing a payment method on file. Every family without a payment method on file will receive this email.
There may be families without payment methods that you do not want to send the email to, and under this circumstance, those parents must be disabled. (Link to article on disable a user) If a parent in the family is disabled in the system, they will not receive the emails.
How to Generate the Report
There are options available for the generation of this report as defined below. Once the selections are made, user will select the Generate Report button.
| Report Configurations | Description |
|---|---|
| Hide families with payment methods | If this option is checked, the report will not show the families that have a payment method on file. |
| Hide photos of users | If this option is checked, the photos of users will not appear in the report. This option supports |
How to Read the Report
Once the report is generated, the exact date and time the report is generated is shown under the report title. There is a button called More in the upper right giving options defined below:
| More Button Dropdown | Description |
|---|---|
| Selecting Print will bring up the print dialog to either print the report or Save as PDF for capturing the data. | |
| Download CSV | Selecting this option will download a file to the device as a CSV file for capturing the data into a spreadsheet. |
| Send Missing Payment Email | Selecting this option will automatically send an email to every family on the report that does not have a payment method on file. |
The report provides information about each family, as defined below.
| Report Data | Description |
|---|---|
| Family Name | The family name is given in the first column. The family name is also a link to the detailed family page for quick access. The family names are given in alphabetical order in the report. |
| Athlete(s) | All athletes that are part of the family are listed here. The athlete name is also a link to that athletes detailed user page for quick access. |
| Parent(s) | All parents that are part of the family are listed in this column, along with the contact information, emails and phone numbers. The parent name is also a link to their detailed user page. |
| Card On File | This column indicates yes or no, on whether the family has a card on file. |