HQ roll-up reports

HQ reports let a governing body — an association, region or federation — see aggregate figures across every organisation beneath it, without gaining operational access to any of them.

Who can use this

You must be an administrator of a parent organisation, on the Enterprise plan, and the organisation must actually have member organisations beneath it. An admin of a sibling organisation sees nothing.

These reports return counts and sums only. They never show another organisation's member list, individual payments or incident details. Seeing those requires a role at that organisation.

What's on the page

• Member roll-up and Revenue roll-up — totals across the whole hierarchy.
• Club league table — ranked by members, growth and revenue, so you can see who needs help.
• Compliance scorecard — which clubs have gaps in waivers, credentials or incident handling.
• Affiliation status and Affiliation fees owed.
• Competition coverage — which clubs field teams, and who has dropped out.
• Club onboarding status, Club website quality, Data quality scorecard.
• Year-on-year participation — the multi-year trend a board reports on.

Step by step

1. Open Reports and pick the HQ roll-ups chip.
2. Open Club league table and sort by growth.
3. Use Compliance scorecard to decide where to direct support.
4. Download the CSV for the board pack.

Funding body return

Funding body return is the single export a government funder or a national body asks for at the end of a financial year: how many people took part, how old they were, how many were new, and what they paid — organisation by organisation.

Open Reports, pick the HQ roll-ups chip and choose Funding body return. Set the timeframe (it defaults to the financial year) and read, or export to CSV or PDF for the acquittal pack.

What counts as a participant. A person with a paid or part-paid registration whose payment date falls inside the period, counted once per person per organisation. A new participant is one whose first ever paid registration at that organisation falls inside the period.

How age is worked out. As at the person's first paid registration in the period, never as at today — so re-running the return after somebody's birthday cannot move them between bands. Bands are under 12, 12–17, 18–34, 35–49, 50–64, and 65 and over.

Where the gaps are said out loud. Participants with no recorded date of birth appear in an explicit Age not recorded column, and the two coverage tiles tell you what percentage of participants have an age and a gender on file. If nobody in the whole group has a recorded date of birth, the age columns are left out altogether rather than printed as a row of noughts a funder would read as "no juniors". The same rule applies to gender.

The return carries counts and sums only — never a participant's name, date of birth, contact details or payment. Ask your clubs to collect a date of birth on their registration forms and the coverage figures climb from one season to the next.

Field reference

Descendants — every organisation beneath yours in the hierarchy, at any depth.

Aggregate only — figures are counts and sums. No row-level record ever crosses an organisation boundary.

Tips & FAQ

Why can't I click through to a club's members? By design. Being a parent does not grant operational control of a child. If you need that access, ask the club for a role at their organisation.

A club shows zero members. Either they genuinely have none recorded, or they have not finished setting up. Club onboarding status distinguishes the two.