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Setting up

Set up competitions and reports

Give conveners and the committee their roles, set what "this year" means in reports and the smallest group shown, and start the committee's report pages.

Who this is for: Anyone with “Club settings” or “Run competitions” or “Build reports” or “Committee reports” (by default: Administrator, Head Coach, Casual Staff, Sports Convener, Reporting, Treasurer).

Competitions and reports need little setting up, but two decisions matter: who runs competitions, and what the committee sees.

Before you start

  • The reports settings are for the Administrator by default.
  • Decide who runs the club's competitions (usually volunteer conveners, who are members) and who on the committee reads the figures.

Competitions

  1. Give each convener the Sports Convener role. It lets them run competitions and choose what the club's TVs show. A convener is a member, not staff, so the role sees other members by name, member number and club rating only. See Give people logins and roles.
  2. The convener creates the first competition on Club > Competitions > All competitions: a ladder, box league, round robin or knockout, with entries open to members. See Create a competition and take entries.
  3. Ratings start at 1500 for every player in every sport, and move with each result. See Club ratings.

Reports

  1. Give the committee the Reporting role. It can see the member list, bookings, invoices, functions, till sales and the bank statements, and every report, and it changes no club records. The treasurer's own role is Treasurer.
  2. Set the reports settings on Admin > Settings, Reports, and press Save report settings. See Change the reports settings.
    • The club's year: what "this year" and "last year" mean. The financial year (it starts on 1 July to begin with; New Zealand clubs usually use 1 April), or The calendar year, from 1 January.
    • Small groups: the Smallest group shown (5 to start with, from 3 to 20). Someone who cannot open the member list sees a smaller group as "<5", so a figure cannot point to one person. See Why some figures show "<5".
    • Why members leave: the reasons offered when someone lapses or is cancelled, up to 12.
    • AI Report Assistant: whether it is offered, and its limits, when the club has it.
  3. Start the committee's report pages. On Reports > Report pages, press Start from a template and choose one, such as the Committee pack or the Treasurer's monthly, then share it with the roles that should open it. See Report pages, and sharing them.

Check it worked

  • Ask a committee member to open Reports > Committee reports and the report pages shared with them.
  • A convener's menu has Competitions under Club.

Last checked in release 2026.10.23, on 23 October 2026.