Create a Mass Check-in Report

Step 1: Log in to SignUpGenius

Navigate to the “Mass Sign Up” page.

  1. If “Log In” appears at the top right corner of the window:
    • Click “Log In”
    • Log in using holysignup@gmail.com
    • The Select Account” page appears
    • Click
    • The changes to
    • The Reports page appears. Go to Step 3.
  2. If a logo shows at the top right corner of the window:
    • Click the logo
    • Click “Switch Account” in the menu bar that appears below the logo. (OR click “Sign Ups“, then click “Switch Account“)
    • The Select Account” page appears
    • Click
    • The changes to
    • The Reports page appears. Continue to step 3.
  3. When a logo shows at the top right corner of the window:
    • If the Reports page is not displayed, click or

Step 2: Generate a Check-in Report

  • Scroll down to the “Generate a New Report” section.
  • Select these options:
  • Click:
  • A popup “Building Report” window will appear with a “Preparing to build” message.
  • In a few moments the message will change to “The report was generated successfully. This popup window will be closed in 3 seconds and the report will be accessible for viewing.”
  • When the popup closes you are returned to the top of the “Reports” window.

Note your report is shown at the top of the list under the “View Recently Generated Reports” heading.

Step 3: Export Check-in data to CSV

  • Find your report at the top of the list under the “View Recently Generated Reports” heading.
    • Note: you can return to this page and open any previously generated report.
  • Click its “View Report” icon:
    • A list appears of people signed up on the date(s) selected, including blank slots.
    • This is the basis of your report.
  • Click:
  • Click:
  • A “Save As” popup window appears.
    • Notice where the file is being stored in case you need to navigate there later to open it.
    • Optional: choose another location and/or rename the file
      Recommended: just accept the default.
  • Click the “Save” button in the “Save As” popup window.

Step 4: Import CSV

  • Your browser should show the name of the CSV file in the bottom left corner of the window.
    • If so, click on the file name to open it in the default spreadsheet app on your computer (eg. Excel).
    • If not, either:
      • Navigate (outside your browser) to the folder where the CSV file was saved and click the file name to open it in your spreadsheet app, OR
      • Start your spreadsheet app, click “Open file”, then find the CSV file to open.

Create Check-in report

Now you use your spreadsheet skills to create the list you want.

  • Best practice: Rename and save the file right away as an “Excel workbook file (*.xlsx) file.
    • You can’t save any formatting in a CSV file (many of you changes would be lost)
    • Take note of the folder where save the file. Make sure it’s going where you expect.
    • Use a file naming convention to make it easier to find the files later.
      • Suggestion: “Signup yyyy-mm-dd hh PM.xlsx”
        eg: “Signup 2020-11-20 5 pm.xlsx”

At first your CSV file may look like this:

The CSV file may initially look like this
  • You may want to:
    • Delete:
      • Any unwanted dates or other info
      • “Start Date/Time” column and move that to the top, as a title
      • “Location” column
      • “Item Comment” column
      • “Sign Up Timestamp” column
    • Adjust column widths
    • Insert a title line with the date, time and location
    • Bold the headings
    • Increase font size
    • Rearrange columns
    • Add a “Check In” column
    • Format “All Borders” on all cells
    • Sort by:
      • Last Name, First Name
      • Item, Last Name, First Name
    • Include extra blank lines at the bottom, for walk-ins. (OR use a separate sheet for walk-ins.)
    • Set the Print Area
    • Change the headings

The finished product may look like this:

Sorted by Role (Item), Last Name, First Name

Or like this:

Sorted by Last Name, First Name, Item

Finally, SAVE YOUR FILE.

Then print it.