OSMR : Example report

1. Open OSMR and login to your OSM account
   This must be the account that has the necessary permissions to read personal details and flexirecords on all sections in scope of the report.

2. In OSMR, use the SECTION drop-down to select all (16) Waiting List sections.
   The names may vary - look for "waiting list", "ready to join" and "register of interest" etc.
   Don't forget to include the City of Portsmouth WL.

3. Select REPORT TYPE = 'Members & WL'

4. Click the green 'Run/Edit Report' button.
   A progress window will show you how the data collection is going.
   Notice the 'Reads remaining' count:  OSM restricts users to 1000 automated data 'reads' per hour.  If your report needs more than 1000 reads to complete, you will need to break it into smaller reports (perhaps just a selection of sections) and run it over multiple hours.  The Distirict Waiting List report uses LESS than 1000 reads.

5. After data collection, use the 'Select fields' dialogue to chose the information to include in your report.
   For the District Waiting List report select:

   • Under Members > Core Fields > Core Member Fields

     • First Name

     • Last Name

     • Date of Birth

     • Group Name

     • OSM ID

   • Under Under Members > Core Fields > Primary Contact 1

     • First Name 1

     • Last Name 1

     • Postcode 1 1

     • Email 1 1

     • Phone 1 1 

   • Under Waiting List

     • Added to WL

     • Time on WL Days

Click Generate Report

6.  Move fields from the BLUE area to the GREY area in the following (strict) order

   • id

   • OSM ID

   • Added to WL

   • First Name

   • Last Name

   • Group Name

   • Date of Birth

   • First Name 1

   • Last Name 1

   • Email 1 1

   • Phone 1 1

   • Postcode 1

   • Time on WL Days

7. Check the report.  If it's correct, switch the report type from TABLE to EXCEL EXPORT
   The file will automatically download.

8. Open the XLSX file, with cell A1 active click CTRL + SHIFT + 8 to select the table data

9. Use CTRL + C (Windows) or CMD + C (Mac) to copy the data to the clipboard

10. Open the OSM HANDLER Google Sheet, use Edit > Paste Special > Values to paste the clipboard to the SOURCE_DATA sheet at cell A2

11. Double check the headings on Row 2 match the headings on Row 1
    Any errors, go back to the OSMR Report and rerun the report to correct

12. When ready, delete Row 2 to remove the duplicate headings.
    Select Row 2 , click the number 2 on the far left of the row,  then do Edit > Delete > Row 2

13. Wait for the file to autosave then close and exit. 
    Waiting List reports will automatically refresh in the backgroun.