Running Reports
Reports in Campflow start from the Print & Export panel. You open it from any page that shows camper or family data, configure what you want, and generate the output. The same panel handles contact lists, labels, admission cards, Excel exports, and document exports — you just pick the format that fits your needs.
Opening Print & Export
Section titled “Opening Print & Export”You can open the Print & Export panel from several places, and where you open it determines which data is included:
- Grades page — Click Print & Export on a single grade or across all grades
- Bunks page — Click Print & Export on a single bunk or across all bunks
- Campers page — Select campers with checkboxes and click Print & Export, or use it with your current filters applied
- Families page — Select families or use it with your current filters
When the panel opens, you’ll see the title at the top confirming your data source (e.g., “All Grades - Print & Export” or “Filtered Campers - Print & Export”).
Choosing a Format
Section titled “Choosing a Format”At the top of the panel, choose one of five formats:
- Contact List — A tabular printable roster. This is the most common format, used for bunk lists, phone directories, and emergency sheets.
- Address Labels — Formatted for label sheets you feed through your printer.
- Admission Cards — Individual entry cards for each camper.
- Excel Export — Downloads a spreadsheet file you can open in Excel, Google Sheets, or Numbers.
- Documents — Exports uploaded files, statements, and registration forms. See Document Exports for details on this format.
Selecting Fields
Section titled “Selecting Fields”After you choose a format (except Documents, which has its own options), a Field Selection section appears with checkboxes organized into categories. Check the fields you want included in your output.
Camper Reports
Section titled “Camper Reports”For camper reports, fields are grouped into three columns:
- Camper Info — Name, nickname, profile photo, parent names, phone numbers, emails, occupations, and any family custom fields
- Addresses — Primary address, secondary address, colony, and unit number
- Camp Information — Grade, bunk, counselor, term, age, shirt/shoe size, approval status, medical and emergency info, financial data, optional fees, and camper custom fields
Family Reports
Section titled “Family Reports”For family reports, fields are organized similarly:
- Family Info — Last name, parent names, maiden name, camper names, phone numbers, emails, and occupations
- Addresses — Primary and secondary addresses, colony, and unit number
- Other — Applied date, financial fields (charges, payments, balance, Autopay status), links, signature, notes, and custom fields
Field Presets
Section titled “Field Presets”For camper reports, you can click preset buttons at the top of the field section to quickly set common field combinations:
- Minimal — Just name and address
- Standard — The default set of commonly-needed fields
- Emergency — Name, parent names and phones, emergency contact, allergies, and age
- All Fields — Everything enabled
Setting the Sort Order
Section titled “Setting the Sort Order”The Sort Order section lets you control how your output is organized. You start with one sort column (Last Name A-Z by default) and can add more for multi-level sorting.
- Click the sort column menu (the dropdown that says “Last Name”) and choose a field.
- Set the direction to A-Z or Z-A.
- To add another sort level, click Add. For example, sort by Grade first, then by Last Name within each grade.
- To remove a sort level, click the X next to it.
Available sort options include Last Name, First Name, Father’s Name, Mother’s Name, Grade, Bunk, Age, City, State, Colony, Unit Number, Balance, and more.
Format-Specific Options
Section titled “Format-Specific Options”Contact List Options
Section titled “Contact List Options”When you select Contact List for a camper report, you’ll see an Attendance Options section:
- Include Attendance — Adds blank attendance columns to the roster for manual check-off
- Attendance Format — Choose Single Day (one column) or Weekly (columns for each day of the week)
- If you choose Weekly, you can pick which days to include and the format for day headers (Short, Medium, Long, Hebrew, or Yiddish)
Address Label Options
Section titled “Address Label Options”When you select Address Labels:
- Label Template — Choose the label sheet layout that matches your physical labels (e.g., Avery 5160, Avery 5163)
- Copies per Label — Print each label more than once (useful for multiple mailings). Set up to 10 copies.
- Group all copies together — When printing multiple copies, this controls whether all labels print once then repeat, or each label prints all its copies before moving to the next
Admission Card Options
Section titled “Admission Card Options”When you select Admission Cards:
- Balance Filter — Choose All Campers or Zero Balance Only (only families that have paid in full)
- Split by Family — Print each family’s cards on separate pages
- Include Profile Photo — Show the camper’s photo on the card
- When printing across all grades or bunks, you can also choose to start each group on a new page
Group Settings
Section titled “Group Settings”When generating a report from All Grades or All Bunks, an extra option appears:
- Start each grade/bunk on a new page — When checked, each group begins on a fresh page. Uncheck to print continuously (saves paper for labels, or keeps everything compact for rosters).
Generating the Report
Section titled “Generating the Report”Once you’ve configured everything, click Generate at the bottom of the panel.
- For Contact List, Address Labels, and Admission Cards, a new browser window opens with the printable output. Your browser’s print dialog will appear automatically.
- For Excel Export, a file downloads directly to your computer.
- For Documents, the export runs in the background and you’ll receive an email with the download link when it’s ready.
Loading a Saved Report
Section titled “Loading a Saved Report”If you or someone on your team has already saved a report configuration, you can load it instead of starting from scratch. At the top of the Print & Export panel, you’ll see a dropdown labeled Load a saved report. Select one, and all the settings — format, fields, sort order — will fill in automatically.
From there you can generate immediately, or tweak the settings before generating. See Saved Reports for more about saving and managing report configurations.