CAMPBRAIN | STANDARD REPORTS EXPLAINED · Phone: 416-485-8885 | Toll Free: 1-866-485-8885 | CCF-105: Revenue Details by Camp and Session (Accrual Basis) Filters to use with this report:

CAMPBRAIN | STANDARD REPORTS EXPLAINED

November, 2015

Phone: 416-485-8885 | Toll Free: 1-866-485-8885 | www.campbrain.com

Table of Contents

Part 1 | Financial Reports: In Depth

ACF-001: Household Account Statement

CCF-100: Revenue Details by Accounting Category (Accrual Basis)

CCF-105: Revenue Details by Camp and Session (Accrual Basis)

CCF-110: Revenue Details

CCF-150: Charges with No Camp by Season

CCF-200: Daily Deposit Journal by Payment Method

CCF-205: Payment Summary by Accounting Category (Cash Basis)

CCF-210: Payment Summary by Camp and Session (Cash Basis)

CCF-250: Declined Payments

CCF-260: Unallocated Payments

CCF-300: Household Balances

CCF-305: Household Balances (for calculating balances as at prior dates)

CCF-310: Camper Balances by Session

Financial Reports: Summary

PART 2 | Registration Reports

CCR-100: 5 Day Attendance Sheet

CCR-110: Camper Check-in-Sheet

CCR-200: Cabin List

CCR-210: Camper Information by Cabin

CCR-300: Camper Printable Forms

CCR-310: Camper Registration History

CCR-320: Campers by Session Options

CCR-340: Household Confirmation Letter

CCR-350: Camper Profile

CCR-360: Campers by Season (Site)

CCR-400: Registration Summary – Session Options

CCR-410: Registration Summary – Sessions

Registration Reports: Summary

PART 3 | Medical Reports

CCM-100: Camper Food Allergies and Dietary Restrictions

CCM-200: Camper Medication List

CCM-300 Campers with EpiPens

CCM-400: Medical Form

Medical Reports: Summary

http://www.campbrain.com/


PART 4 | People Reports

CCP-100: A5161 - Household Mailing Labels

CCP-105: A5162 – Household Mailing Labels

CCP-110: A5260 – Household Mailing Labels

CCP-115: A5260 – The XYZ Household Labels

CCP-120: A5260 – Primary and Secondary Household Labels

CCP-150: A5161 – Person Mailing Labels



CCP-165: A5260 – Person File Folder Labels

CCP-180: A5395 – Name tags with Cabin

CCP-200: Addresses and Emails for Exporting to Excel

CCP-205: Birthday List

CCP-210: Person Count by City and State

CCP-215: List of Names with City and State

CCP-230: Names

CCP-300: Household Addresses and Emails for Exporting to Excel

CCP-305: Household Directory

CCP-310: Household and People Names

CCP-400: Emergency Contact List

People reports: Summary

PART 5 | Staff Reports

CSR-100: Staff List

CSR-200: Staff Positions by Period

CSR-205: Alphabetical Staff Positions

CSR-300: Staff Profile

CSR-400: Staff Checklist

CSR-405: Staff Season Yes No Fields Checklist

CSR-500: Staff Certifications

CSR-600: Staff Tshirts

CSF-100: Staff Payroll Profile

CSF-200: Staff Contract

CSA-100: Staff Application Information

CSA-200: Staff References (Excel)

PART 6 | System Reports

CCR-900: System: Online Printable Confirmation

CCR-910: System: Original Form Submission

CCM-900: System: Online Printable Medical Form

CCF-900: System: Household Account Statement



PART 1 : FINANCIAL REPORTS: IN DEPTH

ACF-001: Household Account Statement Filters to use with this report: Accounts 1. Each camp will have a customized household account statement. It will list the charges of each

camper and the household’s payments for a given season. This is often referred to as an invoice or

receipt.

2. You can run this report from the household account screen or from a camper charges screen by

clicking on the invoice button.

3. The Household Account Statement should be run as a batch by using filters under the accounts tab;

this will give you a complete picture of each household’s account activity by season.

Example of how to run the report:

Please note: The above example pulls households with balances. By removing Season Account

Balance you would get all invoices for every family in the given season.



CCF-100: Revenue Details by Accounting Category (Accrual Basis)

Filters to use with this report: Charges

1. This report is a summary of camper charges only, grouped by season and camp, and provides

totals for each category. Since there are no payments included in this report, it is ideal for those doing accrual based accounting.

2. For this report to make sense you want to make sure that every charge you have configured in the Season Builder Step 4 Fees, has an accounting category assigned to it. Categories can be anything you want them to be. For example, they can group a specific selection of charges under one name or even General Ledger Codes. You can even combine a specific name with a GL code as in: Pre Camp | 1-20-00-6555-00000.

3. If GL codes are important to your financial reporting, please talk to a member of our team about the best way to set them up.


Please note: You can only run this report with the charges filter. In the example above we are filtering for revenue as of June 30

th. There are many charge filters to help you narrow your search.



CCF-105: Revenue Details by Camp and Session (Accrual Basis)

Filters to use with this report: Charges

1. This report is a summary of camper charges only, broken down to show a sub-total of all season, camp, session, session option and camp option level charges.

2. This report will follow the same filters as the CCF-100. If you run them for the same time frame (i.e. with the same filters) they should give you the exact same totals. The obvious difference is that this report is summing up charges by camp, session, and session option whereas CCF-100 is giving you the sum of charges per accounting category.

3. One thing that you want to keep in mind is, any manually added charges should be properly assigned to a camp and/or session and/or session option should they belong to any of those. There might be instances where a charge is just a season level charge and it does not belong to any camp. This is where our CCF-150: Charges with No Camp by Season report can help you.

4. Reports you could /should use with this report: CCF-150: Charges with No Camp by Season




CCF-110: Revenue Details

Main filters to use with this report: Charges

Additional filters you could use with this report: People | Registration

1. The intent of this report is to give you an overview of your revenue per camper per selected season

or overall for all seasons. It provides every charge date with a description and the accounting

category it’s assigned to. It also shows the amount, the tax and the total amount per charge. It

groups all of those charges by person, and then it gives you a subtotal per person.

2. If you run this report and you select a certain charge session or charge camp and you notice that

some charges are missing, that could be due to the fact that the charges have been added manually

and a camp and/or session has not been assigned to the charge. To correct the issue, go to the

camper that you know is missing, find the charge, click on the EDIT button and assign the charge

correctly. There is also a report that can help you be proactive with the process called CCF-150:

Charges with No Camp by Season.

3. As a bonus, you could potentially use other filters in conjunction with the charges filters to single out

a specific group of people. Let’s say you want to see campers who have come for Session 1 and

who have a “Hat” as a charge description or an accounting category (depending on how you are

setup). You could use Registration “Session 2” filter and filter for Charge Season + Charge

description (or Accounting Category) “Hat”.

4. Reports you could /should use with this report: CCF-150: Charges with No Camp by Season




CCF-150: Charges with no Camp by Season

Filters to use with this report: None required

Bonus (additional?) filters you could use: Charges

1. This is a utility report that will help to keep your data clean, correct and organized.

2. You might want to run this report by selecting a charge season. Usually you would run it without any

filters just to get a complete overview of every charge that is not assigned to a camp in every one of

your seasons.

3. This report helps you keep your accrual basis revenue reports correct.

4. When this report returns a list of charges, you will want to make sure that those charges are

supposed to be without any camp and/or session and/or session option. If you see a charge that is

listed here but you know that charge should belong to a camp, session or option, you would need to

find the camper in question, edit the charge and change the camp/session/option charge

assignment. You can do this easily by clicking on the charge EDIT button.

Report example:



CCF-200: Daily Deposit Journal by Payment Method

1. This is our main payment summary report. You can only run it on by using payment related filters.

2. Depending on the filtering criteria you select, the report will show you a list of payments separated

by day and sorted by household.

3. The Daily Deposit Journal will show you Household name, the Season that the payment belongs to,

the payment description, the last four digits of the card number (if it’s a credit card payment), the

credit card type, the authorization code and the payment amount.

4. Depending on how the payment was allocated the report will also show which campers the payment

will be assigned to. If the payment is not allocated the summary table will simply show the label

“Allocated to Account”, and the payment amount. This means that the payment sits on the

household account.




CCF-205: Payment Summary by Accounting Category (Cash Basis)

1. This is a payment summary report that shows how payment amounts have been allocated relative to

the accounting categories within a season.

2. This report first groups at the season level, then the camp level. Under each camp you will see a list

of accounting categories that have been assigned to that camp with the sum of all payments

allocated to each of those categories.

3. If you have categories that are not assigned to any camp, those will show up at the top of the

season grouping under the label “Not assigned to a camp”.

4. Any payments that are allocated to a charge without a category will show up at the top of the camp

groupings and will be marked as “Unassigned Accounting Category”.

5. A sum of all payments that are not allocated at all would show up as “Unassigned Accounting Category” under the section that is showing amounts that do not belong to any camp. (see the picture below)


A. Sum of payment amounts under “Unassigned Accounting Category” and “Not assigned to Camp” these payments

are not allocated at all.

B. Sum of payment amounts under “Unassigned Accounting Category” that belongs to a camp, those payments are

allocated but to the charges that do not have an accounting category assigned to them.



CCF-210: Payment Summary by Camp and Session (Cash Basis)

1. This is a payments summary report that shows how payment amounts have been allocated relative to

camps and sessions within a season.

2. This report will show you how much money you have received for every Season, Camp, Session and

Session Option.

3. Any money that has not been allocated will show up at the bottom of the report under the

“Unallocated payments and fees that do not belong to a camp”.

4. Any money that is allocated to fees that are at a season level and have not been assigned to any

camps will show up together with unallocated payments under “Unallocated payments and fees that

do not belong to a camp”.

5. This report respects the same filters as the CCF-205: Payment Summary by Accounting Category

report.

A. If you have fees that are not assigned to a camp, or if you have unallocated payments, they will show

at the bottom of the report as “Unallocated payments and fees not assigned to a camp”



CCF-250: Declined Payments

1. This is a very simple utility report. It will show you declined credit card payments you might have in

your system.

2. Run it without any filters, or narrow down your results by selecting a desired payment season or

dates.

CCF-260: Unallocated Payments

1. This is another utility report. It is designed to show you any payments that require allocation.

2. On this report you will see the original payment amount, and the amount that is not yet allocated. Sometimes an entire payment will be unallocated, other times only a portion of a payment will be unallocated.

3. If there is a payment in your system that requires allocation, that payment will be listed when you run this report.

4. If a household has allocated all their payments, and it turns out they have overpaid, the overpayment amounts will not appear on this report. Instead refer to the CCF-300: Household Balances report and look for households with negative balances.

5. Run this report without any filters, or narrow down your results by selecting a desired payment season.

CCF-300: Household Balances

1. This report being a household based (or account based) report is setup to work with the Account Season filters.

2. It is pre-set to show households who have some sort of a balance, positive or negative. It will not

show households with $0 balance.

3. As you might know, the CCF-260: Unallocated Payments report shows any households that have

payments which need to be allocated. In cases where a household has overpaid and there are no charges to which we can allocate our overpayment, those households will not show on the Unallocated Payments report. Therefore to find overpayments you can use this report and specify in your Accounts filter that you want to see Account Balance less than 0. This will give you a list of households that have a balance less than zero.



4. Reports you could /should use with this report: CCF-260: Unallocated Payments Report and maybe the CCF-310: Camper Balances report

5. You could use this report and the CCF-310: Camper Balances report to confirm that your balances

make sense. However the CCF-310: Camper Balances report depends largely on correct payment allocation.

6. When you run CCF-300: Household Balances to find households with overpayments, make sure you go to the listed accounts and confirm that the allocation is done correctly. Start by allocating a payment to a negative charge first. Once you do that and once the CCF-260: Unallocated Payments report is not showing you any payments then you are in a good spot to compare Camper Balances and Household balances. Of course for those two to be identical in their balance amounts, you also have to make sure that any overpayments are refunded to the families.


Please note: You can (should) run this report by selecting only Account Season, above example pulls

households with negative balances (better known as overpayments).

CCF-305: Household Balances (for calculating balances as at prior dates)

1. This report will give you a list of household balances as at prior dates. If today is September 20th

and you want to see what your household balances were on June 30

th, this is the report you want to use.

2. In order to provide that functionality we had to step away from the account filters and we had to start looking at the charges and payments seasons.

3. To run this report correctly please select “Charge Season with Charge Date” and “Payment Season with Payment Date”. You have to select both Charges and Payments filters for this report

to give you accurate results.




CCF-310: Camper Balances by Session

1. The intent of this report is to give you an overview of camper balances per selected season or overall for every season. It gives you a sum of charges, payments and balances broken down per season, camp, session, and options grouped on person. It then gives you a subtotal per person.

2. It’s a straightforward report that brings in charge information with allocations and balances. You run it by using the charges filter.

3. Prior to running this report, please run the CCF-260: Unallocated Payments report and make sure there are no payments that need to be allocated.

4. As an added measure of keeping your data straight, please follow the steps from section 4 of the CCF-300: Household Balances. Please run CCF-300: Household Balances to find households with overpayments, and make sure all those payments are allocated correctly. Payments should be allocated to negative charges first followed by all the positive charges.

5. As a bonus, you could potentially use other filters in conjunction with the charges filters to single out a specific group of people. Let’s say you want to see campers who have come for “Session 1” and who have balances on their account. You would use the Registration Filters to filter for “Session 1” and the charges filter to filter for Charge Season “Summer 2015”. Running the report like this will allow you to see account balances of people who are coming for “Session 1”. Please note these are not “Session 1” balances, this is overall account balances of people who are coming for “Session 1”.

6. Reports you could /should use with this report: CCF-260: Unallocated Payments Report and maybe the CCF-300: Household Balances report






FINANCIAL REPORTS: SUMMARY

Report

Name

DESCRIPTION

AND PURPOSE SUGGESTED

FILTERS BE CAREFUL

ACF-001:

Household

Account

Statement

Each camp will have a

branded household

account statement, listing

the charges of each

camper and the

household’s payments.

This is often referred to as

an invoice or receipt.

Accounts: Account

Season will limit the

Season(s) that appear on

the statement. Usually,

statements would be

prepared for a single

Season.

Accounts: Season

Account Balance will limit

the statements produced

based on the balance (e.g.

you may only want

statements with balances

greater than zero).

CCF-100:

Revenue

Summary

by

Accounting

Category

(Accrual

Basis)

A summary of camper

charges only, grouped by

season and camp, and

providing totals for each

category. It does not

include payments in any

way. This report is ideal

for those booking revenue

on an accrual basis.

Charges: Charge Season

or Charge Camp allows you

to just look at

charges/revenue from a

specific season or camp.

Charges: Charge Date

enables you to specify a

particular period of time (e.g.

a month’s revenue).

Ensure all fees in the

Season Builder have

Categories assigned.

CCF-105:

Revenue

Summary

by Camp

and Session

(Accrual

Basis)

This is the same as CCF-

100, except that it sums

the charges by camp and

session (and options) and

NOT by category. Run for

the same period of time,

the total charges in this

report should equal the

total charges in CCF-100.

Same as CCF-100


Season Builder and any

manually entered charges

have a Camp (and

Session, if needed)

applied.

CCF-110:

Revenue

Details

To show a detailed

summary of charges by

camper. It does not show

payments at all.

Charges filters – these limit

what charges display on the

report (e.g. Charge Season

or Charge Date).

Other filters – these filters

would limit which campers

show up on the report but

would not limit the financial

detail in any way.

CCF-150:

Charges

To provide a list of

charges that have no

camp assigned. This is a

Probably none. If having

Camp applied to each

charge is important, then you

If monitoring revenue by

Camp is important to

you…Ensure all fees in



with No

Camp by

Season

troubleshooting report that

identifies specific

transactions with this

issue.

will just want to run this

report to see the entire list,

without filtering.

the Season Builder have

a Camp assigned and

any manually entered

charges have a Camp

applied.

CCF-200:

Daily

Deposit

Journal by

Payment

Method

To provide a listing of all

payments by day and

payment method,

providing details on the

accounting categories

those payments are

related to. This report is

perfect for reconciling to

one’s bank statements. It

is also perfect for those

camps using cash basis

accounting – it provides

the detail needed for their

revenue booking.

Payments: Payment Date

would be commonly used to

narrow the date range.

Payments: Payment

Method may be used to

select specific methods of

payment (e.g. exclude non-

cash methods like

scholarship).

Remember that credit

card transactions settle

into bank accounts 1-2

days after the transaction

date in CampBrain.

Allocation of each

payment is absolutely

essential if you are using

this report to record your

revenue (accounting

categories).

CCF-205:

Payment

Summary

by

Accounting

Category

(Cash

Basis)

A summary of payments

only, grouped by season

and camp, and providing

totals for each category. It

is like CCF-200 in that it is

focused exclusively on

payments and their

categorization. But, this

report does not try to

break things into

individual payments by

day – it is just showing the

summary for the time

period you have chosen.

Payments: Payment

Season would allow you to

look at just specific Seasons.


would allow you to choose a

specific date range.


Season Builder have

Categories assigned (and

any manually entered

charges).

Allocation of each


essential for this report to

be effective.

CCF-210:

Payment

Summary

by Camp

and Session

(Cash

Basis)

This is the same as CCF-

205, except that it sums

the payments by camp

and session (and options)

and NOT by category.

Run for the same period

of time, the total payments

in this report should equal

the total payments in the

CCF-205 and CCF-200.

These reports are meant

to assist those on a cash

basis of accounting.

Same as CCF-205 Ensure all fees in the

Season Builder and any

manually entered charges

have a Camp (and

Session, if needed)

applied.

Allocation of each


essential for this report to

be effective.

CCF-250:

Declined

Payments

A simple listing of all

declined credit card

transactions.


would help to narrow down a

particular date range.

CCF-260:

Unallocated

A list of all payments (or

parts thereof) which have

Normally, this report would

be run without filters to



Payments

not been allocated to

camper charges. If you

are on a Cash Basis of

accounting and you are

relying on CCF-200, CCF-

205 or CCF-210 to record

revenue, then this report

is very helpful in

identifying payments that

need to be allocated for

those reports to be

effective.

provide a complete list. But,

Payments filters such as

Payment Date or Payment

Season might be useful to

narrow down a specific date

range or Season.

CCF-300:

Household

Balances

To show the balances

owing by household and

by Season as of the

current date only.

Accounts: Account

Season will enable you to

select a specific Season(s).

Accounts: Season

Account Balance will

enable you to narrow your

list to those who owe (or are

owed) a certain amount (e.g.

all households with a

balance greater than zero)

This report does NOT

display balances by

camper or camp.

Balances are easiest

managed by household

and season. But, if you

prefer to see balances by

camper or camp, let us

know.

This report will NOT

calculate balances as of

prior dates – it is meant

only to show the current

balances.

CCF-305:

Household

Balances

(for

calculating

balances as

at prior

dates)

To show the balances

owing by household and

by Season AND to be

able to see balances as of

a prior date. Balances are

calculated as Charges (for

all campers in the

household) less

Payments.

With no filters selected, this

report will provide a

complete summary of all

balances current at that

specific moment.

If you want household

balances at a specific prior

date, then you must apply

these filters:

Charges: Charge Date less

than or equal to your chosen

date.


less than or equal to your

chosen date.

If you want household

balances for a particular

season, then you must apply

these filters:

Payments: Payment

Season

Charges: Charge Season

This report does NOT

display balances by

camper or camp.

Balances are easiest

managed by household

and season. But, if you

prefer to see balances by

camper or camp, let us

know.

You cannot use the filters

under Accounts – they

simply will not work with

this report.



CCF-310:

Camper

Balances by

Session

To provide camper

balances at the Session

level. This report is perfect

for those camps that

manage balances session

by session and generally

collect balances owing

just prior to the start of

each session.

Registration: Session and

Session Status

(Registered) will provide a

list of all campers registered

in a particular session.

Without any other filters, this

report will display camper

balances for all Sessions,

not just that particular one

chosen.

Charges: Charge Session.

Choosing this filter in

conjunction with the one

above will further narrow the

data and only provide the

balance for this Session.

This is a tricky report!

Filter selection is key as

noted. Also, your data

entry MUST be accurate

in these 2 respects:

Payments must be fully

allocated.

Fees in the Season

Builder and manually

entered charges must

have Sessions attached.

Without allocation and

Sessions attached to all

camper charges, this

report will simply be

inaccurate.

REPORTS FOR ACCRUAL ACCOUNTING

For those organizations using accrual accounting, here are the reports most appropriate:

1. Revenue/Unearned Revenue (CCF-100 or CCF-105) – these reports will provide the camper

charges for the period of time required and this represents the revenue or perhaps unearned revenue for that period. Determining when to recognize the revenue should be based on the timing of the sessions and CCF-105 is best for that purpose because revenue is provided on a camp and session basis.

2. Receipts (CCF-200) – this report is ideal for providing the summary of money received in the period

specified – it is a summary of all payments.

3. Accounts Receivable Balance (CCF-305) – use the filters described above to calculate the

receivable balance as at a particular date. This serves as a good reconciliation report for the above 2.

REPORTS FOR CASH BASED ACCOUNTING

For those organizations using cash-basis accounting, the most appropriate report to use is CCF-200.

This Daily Deposit Journal report provides both the ability to reconcile your bank deposits and the

detailed accounting journal entry to book your revenue (the payments are summarized at the bottom into

their appropriate accounting categories). Please note that payment allocation is absolutely essential in

this case. In other words, all payments need to be allocated to the Camper Charges in order for the

accounting categories to be complete. Use CCF-260 to identify any unallocated payments.

Please note: We recommend entering new transactions, dated in the current period, rather than

manually adjusting older transactions. Adjusting older transactions can alter the financial results of prior

periods. Running cumulative financial reports will assist identifying any prior period changes.



PART TWO: REGISTRATION REPORTS

CCR-100: 5 Day Attendance Sheet

Filters to use with this report: People | Registrations

This report generates a list of camper names, with five blank columns next to them – one for each

weekday. The names that appear on it depend only on the filters you selected before you run it.

It is intended to generate paper documents on which camp staff can take attendance records for a single

week.


Please note: The only thing that indicates what these children are attending is the Filter Criteria. You

should only run this report for ONE Session, or Session Option, or Camp Option or Cabin at a time.

Otherwise the report will be no indication of what any particular child is attending.



CCR-110: Camper Check-in-Sheet

Filters to use with this report: People | Registrations

1. This report is a summary of the information a camp generally needs to know when checking a

camper in.

2. The report is grouped by Session. All the campers who are attending the same Session will be

grouped together in the report.

3. “Session String” is a list of the short names of ALL sessions for which the camper is registered, so

you can see at a glance if they are scheduled to do anything else while at camp.

4. The three financial columns, “Charges”, “Payments” and “Balance” refer to the entire Season, not

just the one session. So even if a child shows up in more than one Session on this report, his

charges, payments and balance will be the same for the entire Season.




CCR-200: Cabin List

Primary filters to use with this report: Registrations

Additional filters to use with this report: People

This report generates a numbered list of campers, their grades and ages, and the cabins they have been

assigned to.

1. It’s broken down first by Cabin Set, the Session, then Cabin. Please consult the [Cabinizer help

documents] for a guide to understand how Cabins and Cabin Sets work.

2. There is a page break after every new Cabin Set, and a column break after every Session.

3. It’s intended to present a detailed overview of which campers have been placed into which cabins

during a single session, and/or within a single Cabin Set.


Here, “Day Camp” is the Cabin Set, “Week 1” and “Week 2” are the Sessions, and “Group 1/2/3” are the

cabins themselves.



CCR-210: Camper Information by Cabin

Primary filters to use with this report: Registrations

Additional filters to use with this report: People

This report is aimed at counselors or group leaders, and presents them with the most relevant

information for taking charge of one or more Cabins. It displays campers’ photos, if you have any

uploaded; we also have basic personal information and any notes that have been entered on the main

Camper Profile.

1. It also pulls the following information from the Medical form:

a) Any medications, along with the dose and schedule

b) If the child requires an EpiPen, this will be indicated by a small red first-aid box icon on the left

hand side of his or her photo.

2. The report is broken down first by Section, and then Cabin. There is a page break after every Cabin

section. If there are any campers who are NOT yet in a Cabin, they will displayed at the beginning of

the document. For more on Sections, see [cabin help document]

3. As neither the Cabin Set nor the Session are explicitly displayed on this report, it is best to have at

least one of these filters applied before you run the report.




CCR-300: Camper Printable Forms

Filters to use with this report: Forms | Registrations

Additional filters you could use: People

1. This report allows printing out form data that either campers have submitted online, or that your

users have added manually through the office portal.

2. Both answered and unanswered questions and their labels will be displayed in the report. Header

and trailer text will not appear – so if you have, for example, entered the text of a waiver into the

header or footer sections of a form, it won’t appear here. Try CCR-910: System: Printable Forms if

you aren’t getting what you need from this report.


To obtain a single form:

To obtain one or more individual questions:

Click Forms > Field Name and Value to get the following menu:



CCR-310: Camper Registration History

Filters to use with this report: History

Additional filters you could use: People | Registrations. Or any other filter depending on what

group of people you want to see. Remember you are always looking for a certain group, but the report

will always show that group’s (person’s) historical data.

1. This report references your historical registration data that was imported when you transferred to

CampBrain Web from CampBrain Desktop (or any other platform you were using).

2. The report also references any past closed seasons in CampBrain web.

3. It provides an overview of the historical registration data that was imported; camper name, year,

season, camp, session, program, section and cabin.

4. As a bonus, you can use pretty much any filter with this report, you can search for individual people,

or look at a group of people coming for a certain session if you want to see their camper history at a

glance or a similar scenario.

Example of how to run this report

To get all campers who attended a particular historical Season

Overview of camper history for campers coming for Session 1 in Summer 2015 Season.



CCR-320: Campers by Session Options

Filters to use with this report: Registration

Additional filters you could use: People

1. This report shows each Season, Camp, Session, and Session Option, with all campers registered

for the requisite Session Option listed underneath the relevant heading.

2. Your primary filter here is Registration. You could use People filter to narrow down to specific gender

(or any other personal attribute) within a session.

3. If you run this report by selecting only Session filters (or just Season or Camp filter) then campers

who haven’t registered for any Session Options still show up in their relevant Session, under the

heading “No Session Options”. So even if you don’t use or aren’t concerned with Session Options,

this report still provides a good overview of campers attending by Session.

4. If you do chose to narrow your selection down to a specific session option, then of course only those

results will show and all you will see is a list of people belonging to the session options you are

filtering for.

5. Information displayed: camper’s name, age, gender, birthdate, and email.


To get all campers for a combination of various Sessions and Session Options:



CCR-340: Household Confirmation Letter

Filters to use with this report: Registration Family People

1. This report provides a standard form letter to send to your campers’ families as a booking

confirmation. One letter is printed per family, and includes a summary of every camper registered

and what they are registered for. It’s ideal for use with the Auto-Emailer.

2. The registration summary table contains Season, Year, Camp, Session and Session Option.

3. The text of the letter is fixed, and not customizable by the user; if you need a confirmation letter

that’s tailored to you (for example with a logo or extra fine print) get in touch with Tech Support; our

reporting team can quickly and easily provide you with a suitable custom report.

Example of how to run this report

1. To get confirmation letters for every family with children enrolled in one Camp

2. To get confirmation letters for a single family

3. To get confirmation letters displaying only a specific camper within a single family



CCR-350: Camper Profile

Filters to use with this report: People | Registration

1. This report gives a comprehensive overview of each Camper’s most important information. It is in a one page per camper format. It’s ideal for putting into paper files.

2. The report contains the following information a) Personal info: Names, birthdate, personal email address, photograph and notes b) Household contact info: parent names, address and all phone numbers, plus equivalent info for

the Secondary Household if one exists. c) Emergency Contact information: Name, Relationship, and phone numbers. d) Registration information: Season, Year, Camp, Session, Session Option, Status (whether the

registration was cancelled or not). This section responds to the Registration filters, so you can exclude any irrelevant information e.g. last year’s seasons.

e) Financial Information: A list of all the camper’s Charges, with Date, Description, Amount, Total Paid, and Balance.

3. Some examples of what the Camper Profile does NOT include: a) Any medical information b) Anything from the season custom forms c) Any customizable fields, whether they are on Household, Person or Season level

Our reporting team can easily create a customized version of the Camper Profile, to add or remove any

information you wish. Please contact Tech Support if this is necessary.

Example of how to run the report

To get all campers for a particular Session:

CCR-360: Campers Names by Season (Site)


This report shows a list of camper names, grouped by Season and sorted alphabetically by Last Name

and then First Name.


To get all Female campers from Season 2015:

CCR-400: Registration Summary: Session Options




1. This report shows total registration, % of capacity filled, and the number of remaining spaces, for

each Session Option. The Session Options are grouped and sorted by Season, Camp and Session.

2. The report also breaks down the total number of registered campers between Boys and Girls.

3. This report is useful for getting an overview of what your overall registration figures for Session

Options look like.

4. To get a similar overview of registration figures for Sessions, try running CCR-410: Registration

Summary – Sessions.


To get all session options within one Camp

To get a picture of your overall Session Options registration figures on the 4th

of July 2015

Choose “is equal or less than” for the Effective Date filter.CCR-410: Registration Summary:

Sessions


1. This report shows total registration, % of capacity filled, and the number of remaining spaces, for

each Session. The Sessions are grouped and sorted by Season and Camp.

2. The report also breaks down the total number of registered campers between Boys and Girls.

3. This report is useful for getting an overview of what your overall registration figures for Sessions look

like.

4. To get a similar overview of registration figures for Session Options, run CCR-400: Registration

Summary – Session Options.


To get all sessions within one Camp



To get a picture of your overall Session registration figures on the 4th

of July 2015

Choose “is equal or less than” for the Effective Date filter.



REGISTRATION REPORTS: SUMMARY

Report Name

DESCRIPTION

AND

PURPOSE

SUGGESTED

FILTERS BE CAREFUL

CCR-100: 5

day

Attendance

Sheet

To allow users to quickly

print off a roster that a

counselor or group leader

can use to take

attendance. A list of

camper names, with five

columns next to each

name, and a list of

whichever criteria the

user selected displayed at

the top.

Registration: Session or

Session Option will limit the

list of campers to those who

have registered for a

particular Session or

Session Option.

Registration: Registration

Status will allow you to

exclude campers who have

cancelled their registrations.

Be sure to run this report

for only one Session or

Session Option at a time

– the only thing indicating

which campers are listed

are the criteria displayed

at the top.

CCR-110:

Camper

Check-in

Sheet

To provide commonly

needed information used

when checking campers

in; among other things

any Sessions or Cabins

they are in, plus the

camper’s overall Season

charges, payments and

balance.

Registration: Session

allows you to print off a list

of campers for a single

Session.

Registration: Person

Season Balance can be

used to include any campers

who still have a balance on

their account.

CCF-200:

Cabin List

To provide a list of Cabins

Sets and Cabins along

with any Campers who

have been assigned to

them.

Registration: Cabins

Registration: Cabin Sets

Registration: Section

Make sure you are clear

on how your Cabin Sets

are organized and which

Sessions they have been

assigned to.

CCR-210:

Camper

Information

By Cabin

To show a detailed

overview of the most

relevant information, for

counselors or group

leaders, for the campers

in a single Cabin – basic

personal and medical

information.

Registration: Cabins

Registration: Cabin Sets

Registration: Section

Medical filters are also

useful for narrowing down

any campers who are taking

medication or require an

Epipen.

Make sure you are clear

on how your Cabin Sets

are organized and which

Sessions they have been

assigned to.

CCR-320:

Campers by

Session

Options

To provide a breakdown

of camper names by

Camp, Session and

Session Option.

Registration: Camp



Option


Status for excluding



campers who have

cancelled

CCR-300:

Camper

Printable

Forms

To print out one or more

camper’s custom forms –

the ones that you have

built in the Season

Builder.

Forms: Form Name

Forms: Field Name and

Value

Question labels and

answers are the only

things displayed on this

report - no question

trailer text, for example.

CCR-340:

Household

Confirmation

Letter

To provide a form letter to

send to each family,

either by physical mail or

via the autoemailer, that

summarizes what each

camper in the family is

registered for.

Registration:

Season/Camp/Session

allows you to limit what

gets displayed in the

registration summary.

Family: Individual Families

allows you print off an

single family’s letter, to

archive or re-send it.

The actual text and

format of the standard

confirmation letter is not

editable. If however you

do need any alterations

made to it, the

CampBrain reporting

team can create a

customized version for

you.

CCR-350:

Camper

Profile

To get an overview of all

a camper’s personal data.

Registration: Season,

Camp, Session

People: Individual People

Does not contain custom

form or medical data.

CCR-360:

Campers by

Season

(Site)

To display campers

grouped by Season.

Registration: Season

People

CCR-400:

Registration

Summary –

Session

Options

To provide a summary of

total registrations and

capacity by session

options, also broken down

by gender.

Registrations: Session

Option to limit on

individual session

options.

Registrations: Effective

Date can allow you to get

a picture of what your

registration numbers

looked like on a particular

date in the past.

CCR-410:

Registration

Summary –

Sessions

This is the same as CCR-

400, except it shows total

registration figures by

Session instead of

Session Option.

Registrations: Session

Registrations: Effective

Date



PART 3: MEDICAL REPORTS

PLEASE NOTE: All these reports are set up to pull information from the default Medical form. If you are

not using this, and are recording medical and health information elsewhere in the database, these

reports will not be appropriate for you – contact Tech Support for advice.

CCM-100: Camper Food Allergies and Dietary Restrictions

Filters to use with this report: Registration | Medical -It is advisable to select the season

you want to search data for before you select other filters.

1. This report is set up by default to ONLY include:

a) Campers who have entered information into the Dietary Restrictions section of the medical form

b) Campers who have entered a Food Allergy into the medical form.

2. It’s intended to be used by food service staff and medical personnel, to give an overview of which

campers have food restrictions.

3. It also includes information on which Sessions the campers are signed up for (NOT Session

Options.)


All campers in a particular Session

All campers who have a nut allergy. Note that parents can enter any allergy name they want, so in this

case rather than selecting them one by one it is best to enter a short phrase and then click “all”



CCM-200: Camper Medication List Filters to use with this report: Registration | Medical

1. This report is intended for medical staff, or those whose responsibility it is to administer any scheduled medications to campers.

2. Campers have their Session String and Cabin name displayed. Medications are grouped by camper.

3. There is a small six column table for each camper, showing which medications are to be administered in which timeslots. There are six possible timeslots: a) Breakfast

b) Snack

c) Lunch

d) Dinner

e) Bedtime

f) As Needed

4. This report does NOT include: a) Any information about over-the-counter medication that may be allowed or restricted. That

information is recorded elsewhere. Use CCM-400 if you require information about over-the-counter medications.

b) Anything entered into the Treatments At Camp or Medications at Home section; again, use CCM-400 for these.

c) EpiPen information – use CCM-200.


To get every camper within a particular Session and Cabin:



To get every camper who takes a medication at Breakfast:

CCM-200: Campers with Epipens


Additional filters: You could use People, or other filters if you want to get a specific group of

campers, but registration is your primary filter.

1. This report produces a list of campers who have EpiPens

2. It includes a photograph of the camper, and notes on when the EpiPen is to be used

3. It does NOT include any registration data, although any selected criteria will be displayed at the top of the report.

4. At the very least you should be selecting Registration Season.


To get all campers taking EpiPens within a particular season:



CCM-400: Medical Form Filters to use with this report: People | Registration

1. This form is intended to include a comprehensive display of all information a camper has entered into the medical form, either when applying online or manually by staff. It’s ideal for generating hard copies that can go into a camper’s personal medical file.

2. As a new Medical form is going to be filled out for each Season for which a camper registered, you should always make sure to set at least a Season level filter when running this report.

3. It is set up only to display sections which have been set as visible in the Medical settings. For example, if you aren’t taking any information about campers’ Vaccinations, and therefore have turned it off in the Medical settings for the season in which you’re running the report, the Vaccinations section of the report won’t be printed at all.


To get all campers registered for a particular season

To reprint one camper’s medical record



MEDICAL REPORTS: SUMMARY

Report

Name

DESCRIPTION


FILTERS BE CAREFUL

CCM-100:

Camper

Food

Allergies

and Dietary

Restrictions

An overview of each

camper’s dietary

restrictions and food

allergies. Intended for

food service staff and

medical personnel.

Medical: Allergen will limit

on campers who have a

particular allergy.

Registration: Session will

return all campers attending

the selected range of

Sessions.

CCM-200:

Camper

Medication

List

An overview of each

camper’s medication

schedule, with Cabin and

Session information.

Intended to be used by

those administering

medication to campers.


Medical: Medications

Schedule

Does NOT contain

information on over-the-

counter medications,

Treatments at Camp,

Medications At Home, or

EpiPen.

CCM-300:

Campers

with

EpiPens

A list of all campers with

EpiPens, with notes on

when and how EpiPen is

to be used.


Does not contain any

registration information.

CCM-400:

Medical

Form

A comprehensive

overview of each

camper’s submitted

Medical form. Intended for

camp medical staff’s

paper records, or to look

up information not present

on any of the other

medical reports.

Registration: Season

People: Individual People Make sure to set at least

a Season filter, as

medical information is

taken afresh for every

Season.



PART FOUR: PEOPLE REPORTS

Need to print labels? Please read this: All of your Label reports should not be printed straight from the

browser. Browsers tamper with exact dimensions of the report and the print off will not fit to your label

template. Instead, save them as a PDF on your computer and print them from that file. Before you print

make sure that the “Actual Size” option is selected. You DO NOT want “Fit” or “Custom scale” to be

selected because, again, the exact dimensions of the report will be changed.

How to save in Chrome:

When the report is open hover your mouse over the bottom right corner of your screen

Chrome toolbar will show, click on the save icon and save the report to your desired location under your

desired name.



How to save in Mozilla Firefox:

Firefox is a bit simpler than Chrome since the save button is always visible. It sits in the top right corner

of your screen.

After the file has been downloaded, click on Firefox’s “show downloads” button and find the file you just

downloaded. Then click “Show in folder” and Firefox will open the folder where the file is saved and it will

also select the file for you. (Continues on next page)



You ran your report; you have saved it as a PDF, now what? Well now you need to make sure that

Adobe Reader will print the document true to its correct dimensions. As we have mentioned above the

only print option you want to see selected is “Actual Size” (Please note wording might be different if you

are on a different version, but you are still looking for something that will allow printing of real

dimensions). Under no circumstances you want to see “Fit to screen” or “Scale to fit” or any other

automated size changing print option.



CCP-100 to CCP-110: Household Mailing Labels Filters to use with this report: Family Additional filters to use with this report: Registration

1. These reports are essentially identical; they contain the Mailing Title (each parent’s title plus name) and the full mailing address for each household, including street address, City, State/Province, Zip Code/Postal Code, and Country.

2. They are available in three different Avery formats, as follows:

a) CCP-100: A5161

b) CCP-105: A5162

c) CCP-110: A5260


To get all families, registered for one season, within a particular state:

CCP-115: A5260 - The XYZ household Labels

Filters to use with this report: Family

Additional filters to use with this report: Registration

1. This report is basically identical to the previous household labels, CCP-100 to CCP-110. The only difference is that instead of the standard Mailing Title, the recipient is referred to as “The [family’s surname] Family”, or if Parent 1 and Parent 2 have different surnames, “The [Parent 1 Surname]/[Parent 2 Surname] Family”.

2. It’s only available in A5260 format as standard; if you require a different label size, please contact Tech Support to have a custom report created.

CCP-120: A5260 – Primary and Secondary Household Labels

Filters to use with this report: Family

Additional filters to use with this report: Registration

This report is similar to CCP-110, except that each Family’s label is followed immediately by a label for

the Secondary Household, if one is entered.




To get labels for all families who are listed as Divorced or Separated (hence are most likely to have a

secondary household entered).

CCP-150 to CCP-160: Person Mailing Labels

Filters to use with this report: People Registration

1. These reports print out one label per person, instead of one label per family. Each person’s name is listed as the recipient. Otherwise, they contain identical Address information to the Household labels: Street, City, State/Province, Zip/Postcode, Country.

2. Available label sizes are:

a) CCP-150: A5161

b) CCP-155: A5162

c) CCP-160: A5260


To get all people/campers registered for a particular Session:

CCP-165: A5260 – Person File Folder Labels


This report only includes Camper Names, in an A5260 format. It’s useful for printing out labels for

camper’s paper files.


CCP-180: A5395 – People Name Tags with Cabin




1. This report is intended to generate name tags suitable for campers to, for example, wear on their persons or attach to their belongings. Cabin is indicated so that camp staff can tell where a person has been assigned.

2. As the report doesn’t indicate the Cabin Set, it is advised that you print these name tags out and distribute in batches by Cabin Set, to reduce any ambiguity.


To get all campers within a particular Season and Cabin Set:

CCP-200: Addresses and Emails for Exporting to Excel


1. This report’s format is optimized for exporting to Excel; when running it, it is recommended to select “Download Excel” or “Download CSV”.

2. It contains the following columns:

a) Last Name b) First Name c) Street d) City e) State/Province f) Zip Code g) Person’s email address

3. Note that there isn’t any information that refers directly to the camper’s parents, e.g. parent emails or

telephone numbers.





CCP-205: Birthday List


1. This report displays all campers along with their birthdates. It’s intended to give you an overview of all campers having a birthday during a particular month, and when that birthday occurs.

2. It is grouped by month and sorted by day of the month. 3. It is possible for a camper to have no birthday recorded – these campers will be in a section entitled

“No Birthday”.


To get all campers in the season whose birthday is in March:



CCP-210: Person Count By City And State

Filters to use with this report: People | Family | Registration

1. This report displays how many campers come from each state/province, and how many from each city within that state/province.

2. It is grouped by State, and sorted alphabetically by city.


To get all campers in the system from New England:

CCP-210: List of Names with City and State

Filters to use with this report: People | Family | Registration

1. This report has a three-column format: Camper Name, City and State

2. It is grouped and sorted alphabetically by City


To get all campers in the system from New England:

CCP-230: Names

Filters to use with this report: all Filters

1. This shows a list of camper names. It is formatted in three columns.

2. Although it’s the simplest report in the whole menu, it’s actually very powerful and versatile; you’ll be using it a lot for day-to-day purposes, and it’ll help you perform a lot of complex tasks.

3. The way you use this report is all in the filters. The most important part is the filter criteria at the top; they make it immediately obvious what the list of names refers to.




Say you have campers who, by mistake, signed up for the White Water Rafting Session Option while

being prone to motion sickness. You have to find these campers, to arrange an alternative Session

Option. Simply choose the following filters:

The Criteria displayed at the top of this report will tell you what this list refers to. CCP-300: Household

Addresses and Emails for Exporting to Excel

Filters to use with this report: Family | Registration | Accounts

1. This report is optimized for exporting to Excel, so should be run by choosing “Download Excel” or “Download CSV”

2. It has one line for each household and contains primary and secondary address, email, and telephone information.

Example of how to use this report

To export contact information for all families with a positive season balance:

CCP-305: Household Directory

Filters to use with this report: People | Registration | Family

This report lists campers in alphabetical order, along with all phone numbers and email addresses

associated with their parents. It’s intended to act as a phone directory, that can for example be printed

out and used by staff without easy access to CampBrain to look up parent phone numbers.

CCP-310: Households and People Names


1. This report lists the name of a household’s parents, and underneath this each person who is a member of a household.

2. Parents count as household members as well; so each of their names will be listed along with those of their children.



CCP-400: Emergency Contact List


1. This report displays campers in alphabetical order, with their age and gender.

2. It also includes email addresses and all phone numbers for both parents, similar to CCP-305.

3. Finally, it includes all emergency contacts that have been listed for the camper’s household, with the following information:

a) Name

b) Relationship

c) Home Phone

d) Work Phone

e) Cell Phone

4. This report is intended to be used as a hardcopy directory, to allow staff without quick access to CampBrain to be able to look up emergency contact details for campers under their care.

Example of how to use CCP-305, CCP-310 and CCP-400:

To get contact information for all campers enrolled in a particular session:



PEOPLE REPORTS: SUMMARY

Report

Name

DESCRIPTION


FILTERS BE CAREFUL

CCP-100,

105, 110:

A5161 -

Household

Mailing

Labels

To print off mailing labels

for households,

addressed to both parents

(if applicable), in a

selected range

Family


As with all label reports it

is recommended to export

to PDF and open in

Adobe Acrobat before

printing, as a browser

may rescale the report

and result in the labels

not being printed

properly.

CCP-115:

A5260 – The

XYZ

Household

Labels


for households,

addressed to “The

[surname] Family” in a

selected range

Family

Registration: Session Save as PDF and then

print with “Actual size”

setting.

CCP-120:

A5260 –

Primary and

Secondary

Household

Labels

To print off labels for both

primary and secondary

households in a selected

range

Family

Registration: Session Save as PDF and then


setting.

CCP-150,

155, 160:

Person

Mailing

Labels


for each person in a

selected range


Save as PDF and then


setting.

CCP-165:

A5260 –

Person File

Folder

Labels

To print simple labels with

camper To names on

them, ideal for pasting

onto file folders




setting.

CCP-180:

A5395 –

Name tags

with Cabin

To print camper name

tags with cabin names


Registration: Cabin Set



setting.

Cabin Set is not displayed

on the report, so make

sure to filter on a single

Cabin Set

CCP-200:

Camper

Addresses

To export camper contact

details to Excel or CSV

format


Camp, Session Save as PDF and then


setting.



and Emails

for Exporting

to Excel

When running, it’s best to

choose “Download Excel”

or “Download CSV”

CCP-205:

Birthday

List

To get an overview of

which campers have their

birthday during a given

month


Camp, Session

CCP-210:

People

Count by

City and

State

To get the total number of

campers by city and by

state/province


Camp, Session

Family: State

CCP-215:

List of

Names with

City and

State

To get a list of individual

camper names, organized

by city and state/province.


Camp, Session

Family: City, State

CCP-230:

Names

To get a list of camper

names that correspond to

selected filter criteria

Suitable for use with all

filters

CCP-300:

Household

Addresses

and Emails

for

Exporting to

Excel

To get parent names and

contact details in a format

that can be easily

exported to Excel.

Family


Camp, Session

Accounts: Household

Season Balance

Should be run by

choosing “Download

Excel” or “Download

CSV”

CCP-305:

Household

Directory

To display, for each

camper, both parents and

all associated phone

numbers.


Camp, Session

CCP-310:

Household

and People

Names

To display each

household, broken down

by the names of the

people within it


Camp, Session

CCP-400:

Emergency

Contact List

To display all emergency

contacts for each

campers. Also ideal as a

hardcopy directory.


Camp, Session



PART FIVE: STAFF REPORTS

CSR-100: Staff List

Filters to use with this report: Staff Details | People | Family

1. This report is a list of staff with their name, address, one phone number, email and positions. 2. If a person has more than one distinct position, the person will appear more than one time. 3. You can filter this report by selecting individual staff, certain position or a complete staff season.


CSR-200: Staff Positions by Period


1. This report is a list of staff with their name, and positions separated by period.

2. If a person has more than one distinct position, the person will appear more than one time.

3. You can filter this report by selecting individual staff, period, certain position or a complete staff season.


The example above shows all counselors to the period called “Week 1” in “Summer 2015” season.



CSR-205: Alphabetical Staff Positions


1. This report lists staff alphabetically by their name, and shows their position(s), and period(s).

2. If a person has more than one distinct position, the person will appear more than one time.



CSR-300: Staff Profile


1. This report gives an overview of each staff member’s most important information. It is in a one page

per staff format. It’s ideal for putting into paper files.

2. The report contains the following information

a) Personal info: names, birthdate, SIN(SSN), home address, personal email address, photograph, and staff phone numbers

b) Basic school information: school name, school address. c) Season Information: Season name, workflow stage and status. d) Employment and logging: Period name, positions, and cabins with roles.

3. Some examples of what the Staff Profile does NOT include:

a) Any medical information b) Anything from the season custom application questions c) Any customizable fields, whether they are on the Household, Person or Season level

Our reporting team can easily create a customized version of the Staff Profile, to add or remove any

information you wish. Please contact Tech Support if this is necessary.




CSR-400: Staff Checklist


1. Its intention is to let you use it as a manual checklist.

2. This report will list staff down the left hand column and then it has five additional blank columns.


CSR-405: Staff Season Yes No Fields Checklist


1. The intention of this report is to give you a pre populated grid of the first eight Staff Season Custom Yes and No fields.

2. This report will list staff down the left hand column and then have the configured labels for the staff season yes/no fields across the top, as well as a column for gender and age.

3. You should at the very least be selecting a staff season for this report to display correctly.

Example of how to run the two reports above:

CSR-500: Staff Certifications


1. This report will list staff grouped by the certifications they might have. It provides you with certification date, whether the certification is verified and any additional notes.

2. You should at the very least be selecting a staff season for this report to display correctly. You can of course filter down to a specific certification you are looking for in a given season. (see below)



Example of how to run the report above:

When selecting a certification type, you are selecting the certification per season. If you want to see all

seasons make sure you select all of them from the list.

Or simply run the report by selecting just the staff season in order to see all certifications for selected

season(s).(see below)

CSR-600: Staff Tshirts


1. This report will list staff and their t-shirt sizes.

2. This report pulls information from the Staff Season level configurable field “TshirtSize”



3. You can run it by selecting a specific season, or narrow down to a specific period or even just individual staff members if you wish.

Example of how to run the report above:

CSF-100: Staff Payroll Profile


1. This report gives an overview of each staff member’s financial information. It is in a one page per

staff format.

2. The report contains the following information

a) Personal info: names, birthdate, SIN(SSN), and home address b) Season Info: season name, and periods c) Financial Information: the report is replicating the table within the financial tab of the staff profile.

Our reporting team can easily create a customized version of the Staff Payroll Profile, to add or remove

any information you wish. Please contact Tech Support if this is necessary.




CSF-200: Staff Contract


1. This report is just a template. It gives you basic staff demographic information with period and cabin

assignments as well as the financial overview.

2. You can run it for individual staff, for an entire staff season or just one period.

To make the report unique and to reflect your organization please contact our Technical Support Team

with customization request.

CSA-100: Staff Application Information


1. This report replicates the application that the staff member filled in via the staff portal.

2. By default the report lists:

a) Staff personal information such as address, DOB, gender, email, phone numbers, home and school addresses.

b) any data in custom fields this includes: staff season custom fields, person and household custom fields but only if those have been enabled in staff application setup.

c) Position preferences information d) Education information e) Work history and experience f) Camper experience g) Certifications h) Custom additional questions i) References

3. The report shows:

a) only the fields that are currently visible on the application configuration b) any additional custom fields that contain data in them (i.e. data that the camp user would have

filled in after the fact). 4. You can run it for individual staff member, for an entire staff season or just one period.




CSA-200: Staff References (Excel)


1. This report is built for an Excel export.

2. It will provide you with references information for each of your staff applicants.

3. You can run it for an entire season, a specific period or even a single staff member.



PART SIX: SYSTEM REPORTS

CCR-900: System: Online Printable Confirmation Filters to use with this report: People Registration

1. This is the report that generates the default online confirmation document, that your customers will

be able to download from your registration site upon completing a registration. However, you can also obtain it from the Standard Reports menu.

2. It comprises:

3. A header section, containing name, address and contact information for the parents

4. An emergency contacts section

5. A section for each camper, displaying:

a) A summary of all sessions and session options that the camper has been registered for

b) Any custom forms filled out and submitted for the camper.

c) Please note – this report does NOT include answers to the default medical form.

6. A financial section displaying all charges and all payments for the entire household.


To reproduce the online confirmation that an individual family has downloaded, for a single Season.

It is necessary to select both Season and Account Season, so that both the Registrations and

Charge/Payment sections will be correct.

CCR-910: System: Original Form Submission Filters to use with this report: People Registration

This report is basically identical to CCR-300; the only real difference is that the camper’s Gender and

Date of Birth are not present on the form.

CCM-900: System: Online Printable Medical Form Filters to use with this report: People Registration

This report is basically identical to CCM-400, with one important difference: the actual text of the medical

waiver, defined by you in the Medical section of the office portal, is visible here. If you need a report

showing the entire text of the medical waiver plus the “I agree” checkbox, date and signature, use this

report.



CCF-900: System: Household Account Statement

Filters to use with this report: Accounts

This report is a “bare-bones” version of ACF-001; it won’t have any of your individual customizations e.g.

logo or address, but it will still display a per-camper charge summary and a per-household payment

summary. Otherwise, you should use it as you would ACF-001.



SYSTEM REPORTS: SUMMARY

Report Name

DESCRIPTION

AND

PURPOSE

SUGGESTED

FILTERS BE CAREFUL

CCR-900:

System:

Online

Printable

Confirmation

The document that your

customers can download

from the registration site,

on submitting their

registration. It can also be

useful for your purposes,

as it combines the

information from CCP-220

with any custom form

submissions as well.

Accounts: Account

Season will limit the

Season(s) that appear on

the Financial section of the

report.

Registrations: Season will

limit the Seasons(s) that

appear on the Registration

section of the report.

This report consists of

many different parts. In

order to successfully run

it you need to make sure

you select correct

Registration season,

Account Season (for any

financial information) and

Forms (in case you want

to see a specific form, or

skip if you want to see all

forms for the season you

have selected). Selecting

only registration season

will not limit financial and

camper forms information

this report contains.

CCR-910:

System:

Original

Form

Submission

Basically identical to

CCR-300: Camper

Printable Forms.

As CCM-300

CCM-900:

System:

Online

Printable

Medical

Form

Almost identical to CCM-

400; BUT includes the

text of the medical waiver

at the end as well. Use if

you need a report that

displays the text of the

waiver.

As CCM-400

CCF-900:

System:

Household

Account

Statement

ACF-001, without any

customizations. Shows

charges/payment

summary for each family.

As ACF-001


Documents

CAMPBRAIN | STANDARD REPORTS EXPLAINED · Phone: 416-485-8885 | Toll Free: 1-866-485-8885 | CCF-105: Revenue Details by Camp and Session (Accrual Basis) Filters to use with this report: