Reporting / Exporting Notes

How to Run a Report:

1. Click the Reporting Tab

2. Choose either Player or Staff (player will list reports for all coaches, Staff will list by a specific coach)

3. Select the Type (Recruits, Roster, Alumni, Contacts)

4. Select the Date Range

5. Select the Contact Type (you can choose as many options as you would like)

6. If you wish to add the note description, select yes, if not, select no

7. Click Search, if you wish to narrow down the report

8. Click Create Report to run the report

9.  Click Download if you wish to see the report in a CSV File

Video Demonstrating use of the Reporting Tab (2:05):