Assignors - My Assignments Report

Created by Joshua Ort, Modified on Wed, 19 Jun at 4:36 PM by Sandra Serafini

This report displays each match role assignment made by an assignor on its own row.  It can be used as an alternative to the Assignments by Match report if an assignor prefers to list each assignment made in a separate row.

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1. This tutorial shows Assignors how to use the My Assignments report to display assignments where each match role is listed in its own row, to facilitate billing for assigning fees.

To see each match in one row, use the Assignments by Match report.

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2. To access the My Assignments report, click on the arrow next to Assignor Workflow to expand the item.

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3. Click on the arrow next to Reports to expand the item.

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4. Click My Assignments

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5. Each row displays an individual assignment where you are the Assignor. It includes match details, match role, assignment status, and payor.

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6. Let's explore some options in the interactive menu to help organize these matches. Click Actions to access the interactive menu.

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7. Click Format then Control Break to group the assignments by one of the column items.

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8. Click the dropdown in the first row to pick the Column heading for the Control Break.

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9. For this example, we will set a control break by Competition.

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10. If you have a secondary item to base the Control Break on, select it in subsequent rows. Click Apply when ready.

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11. Assignments are now grouped under each Competition.

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12. To filter for a specific assignment status, click the Status column header.

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13. Select the status of interest. In this example, we will filter for only those assignments that were accepted.

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14. To filter for two or more items under a column, use the Filter option instead.

Turn off the accepted filter by unchecking the box to the left of the filter.

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15. Click Actions

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16. Click Filter

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17. Click Column to choose from the dropdown.

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18. Click Status

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19. Click Operator

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20. The in operator is used as an or operator. Use the in operator to filter for two or more items in a list.

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21. Click the down arrow to see the items listed under Status.

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22. For this example, we want to display assignments in accepted or assigned status.

Click on accepted to include it in the filter.

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23. Click assigned to include it in the filter as well.

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24. Click Apply when finished.

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25. Active filters have a checkmark to the left of the filter. Our active filter is displaying assignments in accepted or assigned status.

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26. In this next example, we want to change the Control Break to group the matches by Home Team. Click on the current Control Break to edit it.

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27. We can add additional control breaks here or replace Competition with a different item. Click the dropdown to select a different item.

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28. Click Home Team

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29. Click Apply

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30. Our matches are now grouped by Home Team. This option may be useful if your assigning fees are billed to specific teams or clubs.

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31. Use the interactive menu to organize these assignments as you need. Save your settings through Actions/Report/Save Report.

Download the report through Actions/Download and choose the report format.

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32. Thank you for watching the tutorial on the My Assignments report, which shows each assignment made by an Assignor on its own row.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

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