This article will guide you through generating your Form Detail report. This report will list waivers and/or Health History forms completed by customers during a given date-range.

Requirements - A Master Admin login or a staff login with the following permissions:

Reporting: Can access reports
Reports: Can access metrics: form detail

Running The Form Detail Report

Image: https://app.clubready.com/kbfiles/2019-05-03_111625.png

Image: https://app.clubready.com/kbfiles/2019-05-03_111710.png

To generate this report, navigate to Reports > Intelligence > Form Detail and select the date range you want to analyze. Click on Run Report.

Understanding The Form Detail

Image: https://app.clubready.com/kbfiles/2019-05-03_112250.png

The generated report will list customers by date of form completion. Clicking the View icon will open up the PDF copy of the member form.

To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.

Related Articles:

Reports - Waiver Conversion

Creating a Waiver

Add A Waiver/Club Form To A Presentation