Reports

In this section of the navigation bar you are able to create, manage and view the reports your organisation generates.  Reports can be created for attendees, volunteers and guests.  You can create summary  reports where the information contained within them is mostly numerical, or detailed reports where you can select more data points to report on.

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Sharing and downloading reports

When a detailed report is created it can be shared with specific volunteer roles.  This can be useful for example, when creating reports on medical conditions of attendees or volunteers.  This report can then be shared with the leader of the first aid team.  Sharing the report removes the need for the information to be downloaded and possibly printed.  This helps to protect the data you hold on your attendees and volunteers.  It is not recommended to share reports too widely as they contain sensitive information and should only be assigned to volunteers who need to know the information contained within them. 

In some instances it may be necessary to make printed copies of a report.  To do this you will first need to download the report, either in a CSV format (allows it to be opened in a spreadsheet program such as Excel) or in PDF format.  If an admin clicks to download a report SignMeUp will pop up a message reminding them that the report contains confidential information and the information needs to be stored and destroyed inline with your organisation’s privacy policy.

Top Tip - since many printed reports contain confidential information it is a good idea to print them on coloured paper.  This means volunteers can be briefed to know that any documents on, say, blue paper must be locked away at the end of each day and returned to the administration team at the end of the event for destruction.

For further information on creating and managing your reports please see the main article in the Reports folder within Event Management