Questions? Feedback? powered by Olark live chat software

Custom Data Management

Collect as many files/documents as your organization requires during the registration process - including player birth certificates, insurance cards and more - with custom file uploads.

Under the Data Reporting & Management dashboard, Custom Data Management tab, you will find a list of Data Categories. Each data category displays the corresponding list of Custom Data Attributes. Administrators are able to create new custom attributes by choosing the green Add New Data Attribute button in the upper righthand corner of the table.

 
 

Select the Input Type option, titled File UploadFile Upload custom data attributes will appear the same as Text input types - with a label and a text input - when Adding/Editing the Data Category records.

 

When a registrant clicks into the File Upload input area it will open their local file browser. Selecting a file closes the file browser and lists the file name in the text input. 

Users must click the Save button in the Add/Edit dialog to upload the file. Once the file upload is complete the dialog will close.

The words "View File" are displayed as a link next to the Attribute Title once the file has been uploaded.

Clicking the file name will open a new tab/window with the file. If the file is encrypted and the User if not a Full Admin, the text will not link to the file.

File Management

To see all of the files your club has collected, as well as the upload date and the user that uploaded each file, follow the instructions below:

1. Under the Data Reporting & Management dashboard, navigate to the Custom Data File Management tab.

 
 

2. Evaluate the Data Categories in the left-side section. The Categories are displayed as an outline with collapsible files under Household Members and Clubs.

3. Selecting any of the Data Categories will expand them to show any custom data "File Upload" types by their Attribute Title values.

4. Clicking an Attribute Title lists all files uploaded within a DataGrid table - displaying the file link, the size of the file, and the user.

 
 

Custom Data Management Video Tutorial

Custom Data: Clubs

RosterPro® Club Site Administrators are now able to create custom data attributes associated with specific Clubs so they can track, filter and report on specialized data needs.

The Data Reporting & Management dashboard includes a new data category, titled Clubs, under the Custom Data Management tab. Selecting Clubs provides related Custom Data Attributes management. 

Custom Attributes are included in the Add New Club dialog under RosterPro Club Registrations > Club Management tab.

 

In addition, the Custom Attributes titles and saved values are displayed on the Individual Club Management page under the Club Information tab. Custom Attributes will be included in the Edit Club Info dialog.

Report Builder displays a data object category for "Club Registrations" and a sub-category for "Club Info." 

Selecting Club Info requires the Site Admin to identify which Seasonal Scope they wish to report on. The data objects under Club Info that are automatically provided by the system include Club Name, Club Status, Club Acronym, Website, Year Founded, Street Address, City , ZIP, Club Email, Club Phone and Club Fax.

Selecting the data object for Custom Data provides a list of related Custom Data Attribute titles within the Reports Filters.

Custom Data: Club Players

RosterPro® Club Site Administrators are able to create custom data attributes associated with Club Players so they can track, filter and report on specialized data needs.

The Data Reporting & Management dashboard includes the data category, Club Players, under the Custom Data Management tab.

Selecting Club Players provides related Custom Data Attributes management.

Custom Attributes are included in the Configure Table Data dialog on the Individual Club Management page under the Club Player Pool tab.

Saved values for Custom Attributes are displayed in the DataGrid table if the columns have been selected.

 

Custom Attributes are included in the Add Player to Seasonal Club Pool dialog

 

In addition, the Custom Attributes titles and saved values are now displayed in the top "content bubble" on the Individual Seasonal Club Team Management page. Custom Attributes are included in the Edit Player dialog.

 

Within Report Builder, there is a sub-category called "Club Players" under Club Registrations. Selecting Club Players requires Site Administrators to identify which Seasonal Scope they wish to report on.

The system will provide the following Club Players data objects: First Name, Last Name, Player ID, Birthdate, Gender, Seasonal Club Teams, Email, Phone, Household Name, Street Address, City, State, ZIP, and Country.

Selecting the Custom Data data object provides a list of related Custom Data Attribute titles within the Report Filters.

Custom Data: Club Team Staff

The Data Reporting & Management dashboard includes a new data category, titled Club Team Staff, under the Custom Data Management tab.

Selecting Club Team Staff provides related Custom Data Attributes management. 

Custom Attributes are included in the Configure Table Data dialog on the Individual Club Management page under the Club Team Staff Pool tab.

Saved values for Custom Attributes are displayed in the DataGrid table if the columns have been selected.

 

Custom Attributes are included in the Add Team Staff to Seasonal Club Pool dialog.

 

In addition, the Custom Attributes titles and saved values are now displayed in the top "content bubble" on the Individual Club Team Staff Management page. Custom Attributes are included in the Edit Team Staff dialog.

 

Within Report Builder, there is a new sub-category called "Club Team Staff" under Club Registrations. Selecting Club Team Staff requires Site Administrators to identify which Seasonal Scope they wish to report on.

The system will provide the following Club Team Staff data objects: First Name, Last Name, Team Staff ID, Birthdate, Gender, Roles, Seasonal Club Teams, Email, Phone, Household Name, Street Address, City, State, ZIP, and Country.

Selecting the Custom Data data object provides a list of related Custom Data Attribute titles within the Report Filters.

 

CTA

Have an additional question about Custom Data Management? Reach out to Demosphere Support!