Ippon System Help

Insurance Reports

Generate compliance reports and export insurance data.

Insurance reports help you track compliance across your club, prepare for audits, and identify members who need attention. Export data for your records or reporting to insurance organizations.

Compliance Dashboard

The Insurance page shows a real-time overview of your club's insurance compliance:

156

Total Members

142

Insured

8

Expiring Soon

6

Missing/Expired

Total Members

All active members in your club (excludes cancelled and paused memberships).

Insured

Members with at least one active, valid insurance record.

Expiring Soon

Members whose insurance expires within the next 30 days.

Missing/Expired

Members with no insurance on file or whose insurance has already expired.

Available Reports

Full Compliance Report

Complete list of all members with their insurance status, provider, member number, and expiry date. Useful for audits and record-keeping.

Non-Compliant Members

List of members with missing or expired insurance. Includes contact information for follow-up.

Expiring Insurance Report

Members whose insurance expires within a specified date range. Great for planning renewal drives.

Insurance by Provider

Breakdown of members by insurance provider. Shows how many members have USJA, USA Judo, USJF, etc.

Generating Reports

To generate an insurance report:

  1. Go to Insurance → Reports
  2. Select the report type you want to generate
  3. Configure filters (date range, insurance type, status)
  4. Choose output format (PDF for printing, CSV for spreadsheets)
  5. Click "Generate Report"

Export Options

PDF Export

Formatted for printing. Includes your club logo, report title, and date. Good for physical records and audits.

CSV Export

Raw data in spreadsheet format. Import into Excel, Google Sheets, or other tools for further analysis.

Email Report

Send the report directly to your email or multiple recipients. Useful for sharing with club leadership or insurance contacts.

Scheduled Reports

Set up automatic report generation on a schedule:

  1. Go to Insurance → Reports → Scheduled
  2. Click "Create Schedule"
  3. Select the report type
  4. Choose frequency (daily, weekly, monthly)
  5. Set delivery method (email recipients)
  6. Save the schedule

Weekly Compliance Summary

Get a weekly email with compliance metrics and a list of members needing attention.

Monthly Full Report

Comprehensive monthly report for record-keeping and board meetings.

Organization Reporting

Some insurance organizations require periodic reporting from clubs. Use these features to stay compliant:

Member Roster Export

Export a list of your members with their organization member numbers. Formatted for submission to USJA, USA Judo, or other organizations.

Affiliation Verification

Generate a report showing all members with a specific organization's insurance. Useful for club affiliation requirements.

Schedule a weekly "Expiring Soon" report to proactively reach out to members before their insurance lapses.
Keep monthly PDF reports in your club files. They provide historical compliance records if questions arise later.
Review reports regularly. A sudden drop in compliance might indicate members forgetting to renew during specific times of year.

Frequently Asked Questions