Difference between revisions of "Reports"

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<p style="font-size:30px">There is a NEW [https://helpdesk.growthzone.com/kb/article/1116-contents-reports// GrowthZone Knowledge Base!] Check there if the information here is outdated.</p>
 
Your GrowthZone software provides a variety of reports which will help you to analyze all aspects of your business.
 
Your GrowthZone software provides a variety of reports which will help you to analyze all aspects of your business.
  
−
==Common Report Functions==
+
=='''<span style="color:#800080"> Common Report Functions'''</span>==
 +
----
 +
==='''<span style="color:#800080"> Export Reports'''</span>===
 +
----
  
−
===Export Report===
+
All Reports may be exported to Excel or PDF.  The reports may be exported in detail or summary format (Detail vs. Summary results will vary dependent on the report you are working with)
−
===Email Report===
 
−
===Add Report to List===
 
−
===Save a report as a New Report===
 
−
===Save a report as a Favorite Report===
 
  
 +
#Define the desired filters for your report.
 +
#Click the down arrow on the '''Run Report''' button.
 +
#:[[File:ReportFunctionsNew 10282020.png|center]]
 +
#Click the desired export format:
 +
#*Export as Excel
 +
#*Export Summary as Excel
 +
#*Export as PDF
 +
#*Export Summary as PDF
  
−
===Report Filtering Options===
+
==='''<span style="color:#800080"> Email Reports'''</span>===
 +
----
  
−
Reports are built to include recommended fields, however, you may customize the report to get more granular in the information that you are looking to analyze. For Example: If you wish to view a list of the members that have dropped for a certain reason, you can filter based on the drop reason.  
+
You can easily send report results via email. Perhaps the board would like a report of all Dropped Members, generate the report and email the results.
  
−
==Types of Reports==
+
#Define the desired filters for your report.
 +
#Click the down arrow on the '''Run Report''' button.
 +
#:[[File:ReportFunctionsNew 10282020.png|center]]
 +
#Click '''Email Report'''.
 +
#:[[File:CP Email Report.jpg|center]]
 +
#Enter the '''To''' email address.
 +
#The ''Subject''' will default to the name of the report. You may change this as needed.
 +
#Enter your message.
 +
#(Optional) Select a signature from the drop-down list.
 +
#(Optional) Select a communication '''Category'''.
 +
#Select how you would like to attach the file from the '''Report Format''', '''Attach''' or '''In-line'''. Best Practice is to attach '''Inline''' as email messages with attachment are more prone to going to SPAM.
 +
#Select whether you wish PDF, Excel or CSV as the '''Document Format'''.
 +
#Click '''Send'''.
  
−
===Membership Reports===
+
==='''<span style="color:#800080"> Add Report Contacts to a List/Committee'''</span>===
 +
----
  
−
'''Membership Change Report''' - This report lets you create a report for all new memberships, upgrades, downgrades, re-activations, and adjustments to membership.
+
You can easily create a list from a report. For Example: If you wish to communicate with your dropped members, you can generated the '''Dropped Membership Report''', and create a list. You can then easily communicate with these contacts. 
 +
 
 +
#Define the desired filters for your report.
 +
#Click the down arrow on the '''Run Report''' button.
 +
#:[[File:ReportFunctionsNew 10282020.png|center]]
 +
#Click '''Add to List'''.
 +
#:[[File:Add Contacts to List2.jpg|600px|center]]
 +
#From the '''List/Committees''' drop-down, select the name of the list to which you wish to add members (this option will allow you to add the members to an existing list) '''OR''' click the [[File:Plus icon.jpg]] to create a new list. See [[Communications_Basics#Working_with_Lists.2FCommittees|Working with Lists/Committees]] for further instruction on creating the list.
 +
#Select the '''Replace existing contacts''' if you wish to replace all of the contacts in an existing list with the results of your report.
 +
#Click '''Done'''.
 +
 
 +
==='''<span style="color:#800080"> Mailing Labels'''</span>===
 +
----
 +
 
 +
You can create mailing labels directly from the results of your report. The contact’s address marked as '''Mailing''' or '''Physical and Mailing''' is used as a priority if available. If more than one is listed as '''Mailing''' type, it will use the one marked as '''Default'''. The address of the contact is used; if no fall back address is available.
 +
 
 +
#Define the desired filters and fields to display for your report.
 +
#Click the down arrow on the '''Run Report''' button.
 +
#:[[File:ReportFunctionsNew 10282020.png|center]]
 +
#Click '''Mailing Labels'''.
 +
#:[[File:MailingLabels 10282020.png|800px|center]]
 +
#Select a Label Format (see '''[[Getting_Started#Setup_Your_Document_Templates|Setup Your Document Templates]]''' for more details).
 +
#Select a Mailing Sort Order, Font Family and Font Size for your labels.
 +
#'''(Optional)''' Select the Endorsement.
 +
#'''(Optional)''' Enable "Include Business Name for Individuals and Primary Rep Name for Businesses".
 +
#'''(Optional)''' Enable "Include 'or current resident' below addressee name on mailing labels".
 +
#Select the file format for the labels.
 +
#Click '''Done'''.
 +
 
 +
==='''<span style="color:#800080"> Save a Report as a New Report'''</span>===
 +
----
 +
 
 +
With all of the reports, you have the ability to apply custom filters. After customizing the report to suit your needs, you may save the report as a New Report. This will make it easy for you to run the report again in the future as your custom settings and filters will be saved.
 +
 
 +
To Save a Report as a New Report:
 +
 
 +
#Define the desired filters for your report.
 +
#Click the down arrow on the '''Run Report''' button.
 +
#:[[File:ReportFunctionsNew 10282020.png|center]]
 +
#Select '''Save As New Report'''.
 +
#:[[File:Add Save Report.jpg|center]]
 +
#Enter a '''Report Name'''.
 +
#Enter a '''Description'''.
 +
#'''Hide This Report From Other Users''': Select this option if the report is only to be used by you. It will not be available for other users.
 +
#Click '''Done'''.
 +
 
 +
::{| class="wikitable" style="width: 100%;"
 +
|-
 +
| style="width: 5%"|
 +
[[File:Smallest.png]]
 +
||'''Did you Know''': You can also use a Saved Report, to create and save another New Saved Report. Simply follow the instructions above from your Saved report.
 +
|}
 +
 
 +
==='''<span style="color:#800080"> Save a report as a Favorite Report'''</span>===
 +
----
 +
 
 +
If you frequently use the same report, you can save it as a favorite.
 +
 
 +
#For the desired report, click the down arrow on the '''Run Report''' button.
 +
#:[[File:ReportFunctionsNew 10282020.png|center]]
 +
#Click '''Add as Favorite Report'''.
 +
 
 +
When you access the '''Reports''' module, in the '''Show Only''' drop-down list, select '''Favorites'''.
 +
 
 +
[[File:Filter on Favorite.jpg|center]]
 +
 
 +
==='''<span style="color:#800080"> Report Filtering Options'''</span>===
 +
----
 +
Reports are built to include recommended fields, however, you may customize the report to get more granular in the information that you are looking to analyze. For Example: When working with the '''Dropped Membership Report''', if you wish to view a list of the members that have dropped for a certain reason, you can generate the report by setting the '''Criteria / Filters'''.
 +
 
 +
Use the following procedure on all reports, to set filtering criteria.
 +
 
 +
#In the '''Criteria / Filters''' section, click the [[File:Plus icon.jpg]] icon.
 +
#Select the field on which you wish to filter from the drop-down list. The fields available will vary based on the report you are working with.
 +
#Select the desired '''Operator'''. Operators will vary dependent on the field you have chosen. The operators is used to specify the condition that must be met to be included in your report. See the '''Report Filtering Operators''' below. 
 +
 
 +
===='''<span style="color:#800080"> Report Filtering Operators'''</span>====
 +
----
 +
::{| class="wikitable"
 +
|-
 +
! Operator !! Description
 +
|-
 +
| Is Equal || Use this operator to look for results that are exactly equal what you input into the text box. For example, if running the drop report searching for members who have dropped because membership was too expensive, you would select '''Is Equal''' and type '''Too Expensive''' in the text box.
 +
|-
 +
| Is Not Equal || Use this operator to exclude from your report results what you have input into the text box. For example, if running the drop report, and you would like to see all of the members who dropped, except those who dropped because membership was too expensive, you would select '''Is Not Equal''' and type '''Too Expensive''' in the text box.
 +
|-
 +
| Starts With || Use this operator to look for results where the beginning of the field begins with the letters that you have input into the text box.
 +
|-
 +
| Contains || Use this operator to include in your results, fields that match a letter, word or phrase that you enter.
 +
|-
 +
| Not Contains || Use this operator to exclude from your results, fields that match a letter, word or phrase that you enter.
 +
|-
 +
| Ends With || Use this operator to include in your results fields that end with the characters that you enter.
 +
|-
 +
| Is Empty || Use this operator to include in your results, fields that are '''NOT''' populated. For Example: When if you wish to run a report to identify primary contacts that do not have an email address, you can generate the Contact's Report, and set filtering, as shown below.
 +
[[File:Email empty.jpg|800px|center]]
 +
|-
 +
| Is Not Empty || Use this operator to include in your results, fields that are populated.
 +
|-
 +
| Before || Generally used for dates, this option would be used when looking for dates that are "before" a certain date. For example, you could use this when looking for Membership Start Dates that are earlier than a certain date.  If I wish to find all memberships started prior to 1/1/2018, using the '''Membership Report''', my filter option would display as shown below. [[File:Mem Start Date.jpg|800px|center]]
 +
|-
 +
| After || Generally used for dates, this option would be used when looking for dates that are "after" a certain date. For example, you could use this when looking for Membership Start Dates that are later than a certain date.  If I wish to find all memberships started after 12/31/2017, using the '''Membership Report''', the filter would be as shown below: [[File:After criteria.jpg|800px|center]]
 +
|-
 +
| Between ||  Generally used for dates, this option would be used when looking for dates that are "between" two dates. For Example:If I wish to find all memberships started after 12/31/2017 and before 1/1/2019, using the '''Membership Report''', the filter would be as shown below:
 +
[[File:Between Criteria.jpg|800px|center]]
 +
|-
 +
| Greater Than|| Generally used for numeric or monetary values, this option would be used when you wish to find results that are more than (but not equal to) the value you specify. For Example: If you wish to find all contacts who owe you more than $500.00, using the '''Accounts Receivable Detail Report''', the filter would be as shown below.
 +
[[File:Open Balance Greater.jpg|800px|center]]
 +
|-
 +
| Greater Than or Equal|| Generally used for numeric or monetary values, this option would be used when you wish to find results that are more than or equal to the value you specify.
 +
|-
 +
| Less Than|| Generally used for numeric or monetary values, this option would be used when you wish to find results that are less than (but not equal to) the value you specify. For Example: If you wish to find all contacts where accounts receivable aging is less than 30 days, using the '''Accounts Receivable Detail Report''', the filter would be as shown below. [[File:Less than.jpg|800px|center]]
 +
 
 +
|-
 +
| Less Than or Equal|| Generally used for numeric or monetary values, this option would be used when you wish to find results that are less than or equal to the value you specify.
 +
|}
 +
 
 +
You can include multiple search/filter criteria using the '''And''' or '''Or''' function.
 +
 
 +
*The AND operator displays a record if '''All''' of your filter criteria are met.
 +
*The OR operator displays a record if any of the conditions are met.
 +
 
 +
For Example: Using the '''Contacts Report''', I wish to find primary contacts where both the default email address '''AND''' the default phone are not populated in the database. My filtering criteria would be as shown below.
 +
 
 +
[[File:And Criteria.jpg|1200px|center]]
 +
 
 +
For Example: Using the '''New Membership Report''', I wish to find those members who joined either for Educational Purposes '''OR''' for Networking Purposes.  My filtering criteria would be as shown below.
 +
 
 +
[[File:Or condition2.jpg|800px|center]]
 +
 
 +
===='''<span style="color:#800080">Select Report Fields to Display'''</span>====
 +
----
 +
Reports have been setup with default fields to be displayed. You can choose the fields that you wish to include in the report by clicking into the '''Fields to Display''' list.
 +
[[File:Reports display options 2020.jpg|800px|center]]
 +
===='''<span style="color:#800080">Reorder Report Fields to Display'''</span>====
 +
----
 +
To change the order in which fields are displayed in your report select the [[File:Reorder icon 2020.jpg|25px]] icon in the '''Display Options''' section. You will then be able to drag the fields into the order you wish them displayed.
 +
[[File:Reorder fields 2020.jpg|600px|center]]
 +
 
 +
=='''<span style="color:#800080">Contact Management Reports'''</span>==
 +
----
 +
A variety of reports are available to you to manage your contacts. These may be accessed via the '''Reports''' module, or by selecting the Common Tasks '''Actions''' button within the '''Contacts''' module.
 +
[[File:Common Reports Contacts.jpg|1000px|center]]
 +
 
 +
==='''<span style="color:#800080">Contacts List/Committee Report'''</span>===
 +
 
 +
The '''Contact List/Committee Report''' may be used to generate a report of all of your lists/committees and the individuals associated to those lists/committees. The report may be filtered by an individual contact if you wish to see all group membership for an individual and/or by a specified date range.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Contact List/Committee Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Contact Lists Committees Report.jpg|800px|center]]
 +
 
 +
You can perform the following actions with the report by clicking the down arrow on the '''Run Report''' button:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List''' - This option will allow you to add the members to an existing list, or create a new list (by clicking the '''+''' button on the Add Contacts to List screen'''). This can help you in sending emails to this group as necessary.
 +
[[File:Add Contracts to List.jpg|frame|center]]
 +
*'''Mailing Labels''' - This option will allow you to create mailing labels directly from the results of the report.
 +
[[File:MailingLabels 10282020.png|600px|center]]
 +
*'''Save as New Report''' - If you want to use this report with the same filtering options in the future, you can save the report.
 +
[[File:Save Report View.jpg|frame|center]]
 +
*'''Add as a Favorite Report''' - you may save the report as a favorite, then easily identify it when filtering reports in the '''Reports''' module.
 +
 
 +
==='''<span style="color:#800080">Contacts Report'''</span>===
 +
----
 +
The '''Contacts Report''' provides you the flexibility to generate a list of your contacts based on a variety of different criteria, as well as custom filters. For example, if you wish to generate a list of all of you prospective members, you can filter the report based on '''Membership Status'''.
 +
 
 +
The following standard filtering criteria are available:
 +
 
 +
*Membership Status
 +
*Membership Type
 +
*Membership Category
 +
*Contact Type
 +
*Assigned To
 +
*List/Committee
 +
*Tags
 +
*Last Communication Date
 +
*Directory
 +
 
 +
You may choose to display only '''Primary Reps''' or '''Active Reps''' in your results.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Contacts Report'''.
 +
#Select your search filtering criteria.  If you want all records from the directory, do not choose the Contact Type.  You can specify Individual or Business if that filter is needed.  ''For best results on a filter, use the "Contains" option rather than "Equals" and "Not Equals".''
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Contacts report 2020.jpg|800px|center]]
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''IMPORTANT''':
 +
When using the Business Categories or All Business Categories options, there are distinct differences in the report results:
 +
*'''All Business Categories''': Displays a comma separated list of all the business-type categories associated to the contact record. 
 +
*'''Business Categories''': Displays a separate line for each category attached to the business record.
 +
When using the Membership options:
 +
*'''Memberships''': Displays a comma-separated list of all active memberships  
 +
*'''Primary Membership''': Displays the primary membership name, level, and chapter
 +
*'''Primary Membership Type''': Displays the primary membership name
 +
|}
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''Did You Know'''... You can make the '''Contacts Report''' available to your members in the Info Hub.  Fields that would not be displayed in the Info Hub report are:  Balance, Credit Balance, Last Communicated with, Last Communication Date. '''[[Info_Hub#Customize_Info_Hub_Display|Click Here]]''' for instruction on displaying the Contacts Report in the Info Hub..
 +
|}
 +
 
 +
===='''<span style="color:#800080">Contacts Reports Use Cases'''</span>====
 +
----
 +
====='''<span style="color:#800080">View All Organizations to which an Individual belongs'''</span>=====
 +
----
 +
Use the '''Contacts Report''' described above to view all organizations/businesses to which an individual belongs by including '''All Organizations''' in your fields to display. Results will be displayed in one column, comma separated, as shown below.
 +
 
 +
[[File:All businesses 2020.jpg|600px|center]]
 +
====='''<span style="color:#800080">View report of all contacts that do not have a directory listing'''</span>=====
 +
----
 +
Use the '''Contacts Report''' described above to generate a list of all contacts that do not have a directory listing. Add '''Additional Criteria/Filter''' where '''Directory Listing is Empty''' as shown in the screenshot below.
 +
 
 +
[[File:Directory Listing empty 2020.jpg|800px|center]]
 +
====='''<span style="color:#800080">View all parent businesses and their related child businesses'''</span>=====
 +
----
 +
#Using the '''Contacts Report, click on the '''Fields to Display'''. The information related to child businesses will be listed in the '''Child Contacts''' section of the available fields.
 +
#:[[File:Child contacts 2020.jpg|800px|center]]
 +
#To include the name of the child, scroll to the '''Child''' section of available fields and select '''Child Name'''. All of the fields listed in the '''Child''' will return information related to the child, for example, '''Role: Child Email Address''' will return the email address of the child business.
 +
#For best results, summarize your report by '''Contact Name'''.
 +
#Click '''Run Report'''.
 +
[[File:Child names 2020.jpg|800px|center]]
 +
 
 +
==='''<span style="color:#800080">Directory Contact Report'''</span>===
 +
----
 +
 
 +
The '''Directory Contact Report''' provides you the ability to generate a list of your contacts listed in the directories set up in your GrowthZone software. For example, if you provide a list of the directory for a print version, you can easily export the details into Excel.
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Directory Contact Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
[[File:Directory report.jpg|1000px|center]]
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Duplicate Account Number Report'''</span>===
 +
----
 +
 
 +
The '''Duplicate Account Number Report'''  gives you the ability to verify the existence of duplicate account numbers on contact records set up in your GrowthZone software.
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Duplicate Account Number Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
[[File:Dup account number.jpg|1000px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">User Account Report'''</span>===
 +
----
 +
 
 +
The '''User Account Report''' gives you the ability to view all of your contacts, and their associate log-in name, access level, etc. Importantly, by deselecting '''Has Account''' you will be able to see those members that do not have login credentials.
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Click '''User Account Report'''.
 +
#:[[File:User Account Report.jpg|800px|center]]
 +
#Enter desired filtering criteria:
 +
#'''Access Level Type''': If you wish to view results for one or multiple types (Staff, User, Other), select the desired type(s).
 +
#*'''Access Level Type''': If you wish to view results for one or multiple access levels, select the desired access level(s). 
 +
#*'''Account Created Within''': If you wish to view results for accounts created in a a specific date range, select the desired date range.
 +
#*'''Membership Type''': If you wish to view results for certain membership types, select the desired type(s).
 +
#*'''Membership Status''': If you wish to view results for certain membership statuses, select the desired status(es).
 +
#*'''Has Account''': This check-box is enabled by default. If you wish to view only those who do not have an account, de-select this check-box.
 +
#*Add '''Additional Criteria / Filters''' as needed.
 +
#*Select or remove desired '''Fields to Display'''.
 +
#*Choose a field by which you wish to summarize.
 +
#Click '''Run Report'''
 +
 
 +
[[File:User Account Results.jpg|800px|center]]
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''Did You Know?''' If you have generated a list of members who do not have login credentials, you can create a list and then use the '''New Member Access''' email template to send a mass email to all inviting them to create their login credentials.
 +
|}
 +
 
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
===='''<span style="color:#800080">User Account Report Use Cases'''</span>====
 +
----
 +
====='''<span style="color:#800080">View Contacts who do no have Login Credentials'''</span>=====
 +
----
 +
Generate the '''User Account Report''' and clear the '''Has Account''' check-box.
 +
[[File:Has account 2020.jpg|800px|center]]
 +
====='''<span style="color:#800080">View Contacts Have Login Credentials by Have Not Logged In'''</span>=====
 +
----
 +
Generate the '''User Account Report''', with the '''Additional Filter/Criteria''' set to '''Last Login Date/Time Is Empty'''
 +
[[File:Last login empty 2020.jpg|800px|center]]
 +
 
 +
==='''<span style="color:#800080">Contact Information Report'''</span>===
 +
----
 +
This report lists phone, email, or website information. Only pick types for one of the three communication methods (phone, email, or website). The report will not work if more than one method has types selected. This report will list all contact information, so a best practice may be to Summarize By '''Display Name''' for better visibility.
 +
 
 +
#Select '''Reports''' in the left-hand navigation panel.
 +
#Select '''Contact Information Report'''.
 +
#:[[File:Contact information report transactional only.jpg|1000px|center]]
 +
#Select desired filtering criteria. '''IMPORTANT''': If you are selecting Phone Type, Email Type or Website Type select only one of these options. They report will not generate as expected if you select more than one. If needed, generate the report multiple times with your individual type selections.
 +
#Add '''Additional Filter/Criteria'''. See Use Cases.
 +
#Choose '''Fields to Display'''.
 +
#Click '''Run Report'''.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Contact Information Report Use Cases'''</span>====
 +
----
 +
'''I need a report to...'''
 +
*Identify contacts whose emails are marked as Transactional Only Emails. Use the following Additional Filter/Criteria:
 +
:*Only Transactional Emails Equals True '''AND'''
 +
:*Email/Phone/Website Equals Email'''.
 +
[[File:Transaction only 2021.jpg|1000px|center]]
 +
*Identify contacts whose emails are marked as '''Do Not Contact'''. Use the following Additional Filter/Criteria:
 +
:*Do Not Contact Equals True '''AND'''
 +
:*Email/Phone/Website Equals Email'''.
 +
[[File:Do not contact true 2.jpg|1000px|center]]
 +
*Identify contacts whose emails are marked invalid and the reason the email is marked invalid. Use the following Additional Filter/Criteria:
 +
:*Validity Status Not Equals Verified '''AND'''
 +
:*Email/Phone/Website Equals Email'''.
 +
[[File:Verified status 2021.jpg|1000px|center]]
 +
 
 +
==='''<span style="color:#800080">New Organization Contacts Report'''</span>===
 +
----
 +
 
 +
==='''<span style="color:#800080">Membership  Engagement Report'''</span>===
 +
----
 +
'''**COMING SOON**'''
 +
Your association works hard to keep members coming back year after year, offering value through opportunities and events. The more you engage your members, the more likely they will renew their memberships. The '''Member Engagement Report''' provides a way for you to analyze how engaged your members are by looking at how many events they have attended, the number of list/committees to which they belong, and spending activity. Not only can this report highlight those most engaged, but will assist you in identifying those that you need to reach out to and re-engage.
 +
 
 +
#Select '''Reports''' in the left-hand navigation panel.
 +
#Select '''Member Engagement Report'''.
 +
#:[[File:Membership engagement report 2020.jpg|800px|center]]
 +
#If you wish to run the report for specific membership types, select from the '''Membership Types''' list. If no selection is made, the report will be generated for all membership types.
 +
#If you wish to run the report for a specific date range, select a '''Date Between'''. If no selection is made, the report will be generated "for all time".
 +
#Add '''Additional Criteria / Filters''' as you wish. For Example: If you wish to report on all members who have never attended an event, you could add the filter '''Count of Event Registrations isEmpty'''.
 +
#Select the '''Fields to Display'''.
 +
#Click '''Run Report'''.
 +
 
 +
'''I want to...'''
 +
*View a report of all members who have never registered for an event: Run the '''Membership Engagement Report''' with the additional filter '''Count of Event Registrations isEmpty'''.
 +
*View a report of all members who have never attended an event: Run the '''Membership Engagement Report''' with the additional filter '''Count of Event Attendees isEmpty'''.
 +
*View a report of all members who do not belong to any Lists/Committees: Run the '''Membership Engagement Report''' with the additional filter '''Count of Existing List/Committee Members isEmpty'''.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
=='''<span style="color:#800080">Membership Reports'''</span>==
 +
----
 +
 
 +
==='''<span style="color:#800080">Common Membership Calculations'''</span>===
 +
----
 +
Does the thought of having to calculate retention, churn, or the cost of acquiring a new member make your head hurt? For many association pros, crunching numbers is (unfortunately) a part of their daily grind. You don’t have to be a math person to use these seven common calculations to determine everything from renewal rates to average length of membership.
 +
 
 +
===='''<span style="color:#800080">Retention Rate'''</span>====
 +
----
 +
'''Retention Rate''' is the percentage of members retained over a given period of time. This metric can be calculated if you know how many members you had at the beginning of a period, and many you had at the end of a period.
 +
 
 +
{| class="wikitable"
 +
|-
 +
| '''CALCULATION: (End Count - New Members) ÷ Start Count = Retention Rate'''
 +
|}
 +
The '''Dashboard''' will provide the '''Start Count''' and the '''End Count''' needed for this calculation.
 +
 
 +
#Click '''Dashboard''' in the left-hand navigation.
 +
#Click the '''Metrics''' tab.
 +
#:[[File:DB Metrics Tab1.jpg|800px|center]]
 +
#Click the [[File:Gear Icon.jpg|30px]] icon next to '''Total Memberships'''. '''NOTE:''' if you have removed this widget from your dashboard, click the '''Add Widget''' button to place it on your dashboard.
 +
#:[[File:Edit Widget.jpg|400px|center]]
 +
#Click '''Edit Widget'''.
 +
#:[[File:Edit Mem Chart Settings.jpg|600px|center]]
 +
#Select '''Custom''' from the '''Duration''' drop-down list.
 +
#Enter the desired dates in the '''Duration Date Range'''.
 +
#Click '''Done'''. The '''Total Memberships''' widget will refresh displaying metrics for the desired date range.
 +
#:[[File:Totals Members.jpg|500px|center]]
 +
 
 +
Start Count = 2331  End Count = 2914
 +
 
 +
Generate the '''New Membership''' report to find '''New Members'''. Generate the report for the same date range used above.
 +
 
 +
[[File:New Membership Report.jpg|800px|center]]
 +
 
 +
See '''[[Membership_Management#New_Membership_Report|New Membership Report]]''' for further instructions on generating the '''New Membership Report'''.
 +
 
 +
New Members = 848
 +
 
 +
CALCULATION: (End Count - New Members) ÷ Start Count = Retention Rate
 +
 
 +
'''(2914 - 848) ÷ 2331 = .88      88% Retention Rate'''
 +
 
 +
===='''<span style="color:#800080">Lapse Rate (Churn)'''</span>====
 +
----
 +
 
 +
The '''Lapse Rate (Churn)''' is the percentage of members that discontinue their membership over a given period of time.
 +
 
 +
{| class="wikitable"
 +
|-
 +
| '''CALCULATION: Dropped Members ÷ Start Count = Lapse Rate'''
 +
|}
 +
 
 +
The '''Start Count''' is calculated as described in '''[[Membership_Management#Retention_Rate|Retention Rate]]''' above.
 +
[[File:Totals Members1.jpg|600px|center]]
 +
 
 +
Start Count = 2331
 +
 
 +
The '''Dropped Membership Report''' may be used to calculate '''Dropped Members'''. Generate the report using the same date range used to find the '''Start Count'''.  See '''[[Membership_Management#Dropped_Membership_Report|Dropped Membership Report]]''' for instructions on generating the report.
 +
 
 +
[[File:Dropped.jpg|800px|center]]
 +
 
 +
Dropped Count = 241
 +
 
 +
CALCULATION: Dropped Members ÷ Start Count = Lapse Rate
 +
 
 +
'''241 ÷ 2331 = .10      Lapse Rate = 10%'''
 +
 
 +
===='''<span style="color:#800080">Renewal Rate'''</span>====
 +
----
 +
'''Renewal Rate''' is the percentage of members that renew their membership over a given time period.
 +
{| class="wikitable"
 +
|-
 +
| '''CALCULATION: # of Renewals ÷ Eligible Members = Renewal Rate'''
 +
|}
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE''': Using the criteria described below will get an overall Renewal Rate, not specific to a certain year - but for all time. You could use this to judge if you are moving the right direction each time to run this stat.
 +
|}
 +
 
 +
The '''Membership Report''' will provide you with the information to calculate the Renewal Rate. You will generate the report twice, each with different filtering options.
 +
 
 +
'''First''': Generate the Membership Report with the following filtering criteria to find the '''# of Renewals''':
 +
#Set '''Membership Status''' set to '''Active''' and '''Courtesy'''.
 +
#Add a '''Criteria / Filters''' for '''Membership Start Date''' '''Before''' and set the date to the first date of your search criteria. For example if you are looking for your renewal rate for up until 1-1-2017, you would set the before date to 1/1/2017.
 +
 
 +
[[File:Membership First Run.jpg|800px|center]]
 +
 
 +
In the example above, '''# of Renewals''' = 2560.
 +
 
 +
'''Second''': Generate the '''Membership Report''' with the following filtering criteria to find '''Eligible Members'''"
 +
#Set '''Membership Status''' set to '''Active''', '''Courtesy''', '''Dropped''', '''Expired'''. Do not include Non-Member or other statuses since these were never '''up for renewal''' and thus not part of your '''eligible''' members.
 +
#Add a '''Criteria / Filters''' for '''Membership Start Date''' '''Before''' and set the date to the first date of your search criteria. For example if you are looking for your renewal rate for 2017, you would set the before date to 1/1/2017.
 +
 
 +
[[File:Mem Report 2nd Run.jpg|800px|center]]
 +
 
 +
In the example above, '''Eligible Members''' = 3180.
 +
 
 +
'''CALCULATION: # of Renewals ÷ Eligible Members = Renewal Rate'''
 +
 
 +
'''2560 ÷ 3180 = .80  80% Renewal Rate'''
 +
 
 +
See '''[[Membership_Management#Membership_Report|Membership Report]]''' for further instructions on generating the report.
 +
 
 +
===='''<span style="color:#800080">Average Membership Tenure (AMT)'''</span>====
 +
----
 +
Average Membership Tenure is the average length of time a member stays with the organization. This can be useful in projecting expected membership tenure for new members
 +
 
 +
{| class="wikitable"
 +
|-
 +
| '''CALCULATION: 1 ÷ Lapse Rate = AMT'''
 +
|}
 +
 
 +
'''Lapse Rate''' is calculated as described above in  '''[[Membership_Management#Lapse_Rate_.28Churn.29|Lapse Rate (Churn)]].
 +
 
 +
:1 ÷ .10 = 10             
 +
:'''Average Membership Tenure in Years is 10 years'''
 +
 
 +
===='''<span style="color:#800080">Member Lifetime Value (MLV)'''</span>====
 +
----
 +
Member Lifetime Value (MLV)  is the measure of monetary value of member based on projected length of membership.
 +
 
 +
{| class="wikitable"
 +
|-
 +
| '''Calculation: Net member-paid revenue ÷ # of members x AMT = MLV'''
 +
|}
 +
 
 +
The '''Total Spending by Contact Report''' can be used to calculate the MLV.  Set the Membership Status criteria to '''Active''' and Courtesy to see all dues and non-dues generated by your members.
 +
[[File:Total Spending.jpg|800px|center]]
 +
To get the '''Net''' value, you need to subtract your operating costs from that total. You can get your operating costs from your accountant. This will give you your '''Net Member-paid revenue'''.
 +
 
 +
The '''End Count''' can be obtained from the '''[[Membership_Management#Average_Membership_Tenure_.28AMT.29|Retention Rate]]''' calculation, described above.
 +
 
 +
'''AMT''' can be obtained from the '''[[Membership_Management#Average_Membership_Tenure_.28AMT.29|Average Membership Tenure (AMT)]]''' calculation, described above.
 +
 
 +
'''Example''':
 +
: In 2017, there were 3,000 total members who collectively invested $550,000 in dues and contributed $325,000 in non-dues revenue. The operating costs were $650,000 and the organization’s AMT (average membership tenure) was 17 years.
 +
:#$550,000 + $325,000 = $875,000 (dues revenue plus member-generated nondues revenue)
 +
:#$875,000 – $650,000 = $225,000 (total member-generated revenue minus total operating costs)
 +
:#$225,000 ÷ 3,000 = $75 (net member-generated revenue divided by number of members)
 +
:#$75 x 17 = $1,275 (average member contributed revenue x AMT)
 +
 
 +
::MEMBER LIFETIME VALUE = $1,275
 +
 
 +
===='''<span style="color:#800080">Member Acquisition Cost (MAC)'''</span>====
 +
----
 +
 
 +
'''Member Acquisition Cost (MAC)''' is the total monetary cost associated with recruiting a new member. To effectively maintain and/or grow an organization, it is necessary to assign an average monetary value to potential membership sales.
 +
 
 +
{| class="wikitable"
 +
|-
 +
| '''Total recruitment cost ÷ # of new members = MAC'''
 +
|}
 +
 
 +
:Calculate the '''# of new members''' as described in '''[[Membership_Management#Retention_Rate|Retention Rate]]''' above.
 +
:The '''Total Recruitment cost''' would be available from your accountant.
 +
 
 +
'''Example''':
 +
 
 +
:At the end of 2017, 75 new members had joined and $28,875 was spent on new member recruitment.
 +
:$28875 ÷ 75 = $385
 +
 
 +
::MEMBER ACQUISITION COST = $385
 +
 
 +
===='''<span style="color:#800080">MLV to MAC ratio'''</span>====
 +
----
 +
 
 +
The MLV to MAC ratio is the measurement of the relationship between the lifetime value of a member and the cost of acquiring that member. Best Practice: Aim for 3:1 as the target ratio.
 +
 
 +
{| class="wikitable"
 +
|-
 +
| CALCULATION: MLV : MAC
 +
|}
 +
 
 +
Calculate your '''[[Membership_Management#Member_Lifetime_Value_.28MLV.29|Member Lifetime Value (MLV)]]''' and '''[[Membership_Management#Member_Acquisition_Cost_.28MAC.29|Member Acquisition Cost (MAC)]]''' as described above.
 +
 
 +
:Example: In 2017, the average lifetime value per member was $1,275. $32,000 was budgeted for member recruitment and $28,875 was spent. Breaking down those numbers further means the budgeted recruitment cost was $425/ new member and the actual recruitment spend was $385/ new member.
 +
:*Goal ratio = 3 : 1 ($1,275 : $425)
 +
:*Actual ratio = 3.3 : 1 ($1,275 : $385)
 +
 
 +
==='''<span style="color:#800080">Membership Change Report'''</span>===
 +
----
 +
 
 +
The '''Membership Change Report''' provides you with a way to view and analyze membership type changes, as well as fee changes. For example, if you have had a major marketing campaign to upgrade members to a higher membership level, you can generate this report based on the '''Membership Purchase Type''' and a specified change date range.  You could also include '''Sales''' contact in your report, if you want to see which sales person was responsible for the upgrade.
 +
 
 +
The report may be filtered on the following standard criteria:
 +
 
 +
*Sales Contact
 +
*Membership Purchase Type (New, Upgrade, Downgrade, Renewal, Adjustment, Re-activated)
 +
*Membership Type
 +
*Change Date Range
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Membership Change Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Membership Change Report.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Membership Referral Report'''</span>===
 +
----
 +
 
 +
The '''Membership Referral Report''' allows you to generate a list of members, and the contact who referred them to your organization. The '''Referred by Contact Name''' field pulls from the '''Referred By Contact''' information entered when you add a membership from the back office.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Membership Referral Report'''.
 +
#Select your search filtering criteria.
 +
#Select desired display options. The system is setup with default display options.  Click the drop down arrow on '''Fields to Display''' to add or removed display options.
 +
#Select '''Summarize By'''.  This is an optional setting that will allow you to group the results of your report.  For example, if you wish to group the report by the contact who referred a member, you would select '''Contact Name'''.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Referal Report.jpg|1000px|center]]
 +
 
 +
In the example above, the report is filtered on contacts who referred members, i.e. Edibles referred Antiques on Main.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Membership Report'''</span>===
 +
----
 +
 
 +
The '''Membership Report''' provides detail information regarding memberships. It can be filtered by membership type(s), membership status(es), membership category(ies), chapter(s), membership start month, renewal month and/or good/service item(s). You can filter this report to a specific membership type and membership status, or by custom filter criteria.  For example, if you want to generate a list of members renewing in a specific month, you can select '''Renewal Month''' as '''Criteria/Filters'''.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Membership Report'''.
 +
#:[[File:Mem Report Criteria.jpg|800px|center]]
 +
#Select your search filtering criteria.
 +
#Add additional '''Criteria/Filters''' - optional.
 +
#Select desired display options. The system is setup with default display options.  Click the drop down arrow on '''Fields to Display''' to add or removed display options.
 +
#Select '''Summarize By'''.  This is an optional setting that will allow you to group the results of your report.  For example, if you wish to group the report by membership, you would select '''Membership'''.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Membership Report.jpg|900px|center]]
 +
 
 +
The report shown above is filtered on all memberships, renewing in February.  The report is summarized by membership type.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
 
 +
===='''<span style="color:#800080">Create Membership Card via Membership Report Mail Merge'''</span>====
 +
----
 +
The Mail Merge feature allows you to take the results from your Member report and perform a mail merge via MS Word. Several templates are setup by default, including a Member Card template.
 +
 
 +
#Define the desired filters for your report. '''NOTE''': The report '''Display Options''' must include the field you wish to include in your '''MailMerge'''.
 +
#Click the down arrow on the '''Run Report''' button.
 +
#Click '''Mail Merge'''.
 +
#:[[File:MailMerge.jpg|800px|center]]
 +
#Select the desired template from the list. '''NOTE:''' Only templates designed as '''Member''' type will be available for selection. If needed, click the [[File:Grayplus.jpg|25px]] to upload a new template. See '''[[Getting_Started#Setting_up_Document_Templates|Setting Up Document Templates]]''' for further information on configuring and uploading templates.
 +
#Select the desired output format: PDF or Word Document.
 +
#Click '''Done'''.
 +
 
 +
The file will download, and you can make any necessary changes prior to printing out your badges.
 +
 
 +
==='''<span style="color:#800080">New Membership Report'''</span>===
 +
----
 +
The '''New Membership Report''' allows you to view new members by type, status, membership category, chapter, start date, or by goods/services item.  This report can be useful to provide annual statistics on new memberships.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''New Membership Report'''.
 +
#:[[File:New Membership Criteria.jpg|center]]
 +
#Select your search filtering criteria. For example, if you want to see year to date statistics, select '''This Year'' from the '''Start Date''' drop-down list.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you would like to view new membership sales by a specific sales person select '''Sales Rep'''.
 +
#:[[File:Sales Rep.jpg|center]]
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by membership type.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:New Mem Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Renewal Membership Report'''</span>===
 +
----
 +
 
 +
The '''Renewal Membership Report''' allows you to generate a list of all members, with the associated renewal month. You may choose specific renewal months to narrow report results.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Renewal Membership Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Renewal Membership Report.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Dropped Membership Report'''</span>===
 +
----
 +
 
 +
The '''Dropped Membership Report''' ill show you which memberships have dropped along with the dropped details. It can be filtered by dropped date range, by specific membership type(s), chapter and sales rep. The report can help you in identifying the reason members drop, as well as view the annualized revenue loss due to the drop.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Dropped Membership Report'''.
 +
#:[[File:Dropped Member Filters.jpg|center]]
 +
#Select your search filtering criteria.
 +
#Optional - enter additional '''Criteria/Filters'''.  For example, if you have a drop reason called '''Too Expensive''', you could filter on that specific '''Drop Reason''' to analyze the number of members who have dropped due to cost.
 +
#:[[File:Too Expensive.jpg|center]]
 +
#Select '''Display Options'''. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
 +
#Select '''Summarize By''' criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by drop reason.
 +
#Click the '''Run Report''' button.
 +
 
 +
[[File:Dropped Membership Report.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Retention Report'''</span>===
 +
----
 +
 
 +
Result displayed:
 +
*Starting Count: This is the number of active members at the start of the month.
 +
*Ending Count: This is the number of active members on the last day of the month.
 +
*New Members Added this Month: Count of Membership Owners that have a Membership Start Date that falls within this month (include all Membership Status')
 +
*Dropped Members this Month: Count of Membership Owners that have a Membership End Date that falls within this month (include all Membership status)
 +
*New Investment: Total of all scheduled billing items tied to the memberships for '''New Members Added this Month'''. (scheduled billing items tied to this membership where the scheduled billing is not ended)
 +
*Lost Investment: Total of all scheduled billing items tied to the memberships for '''Dropped Members This Month'''. This includes all scheduled billing items not ended plus those that are ended with an end date during this 12 month period (most of them will be)
 +
*Retention Rate = (End Count - New Members) / Start Count
 +
*Churn Rate = Dropped Member / Start Count
 +
 
 +
=='''<span style="color:#800080">Communications Reports'''</span>==
 +
----
 +
 
 +
==='''<span style="color:#800080">Communication Report'''</span>===
 +
----
 +
 
 +
The '''Communication Report''' allows you to generate a list of all communications (regardless of type).  The report may be filtered to a specific From Contact, specific type of communication, communication category, assigned to, date range, category, or your own custom filters.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Communication Report'''.
 +
#:[[File:Comm Report Criteria.jpg|center]]
 +
#Select your search filtering criteria.
 +
#Optional - Enter a '''Search/Filter''' query.  For example, if you want to filter the report results to just a specific business category you would select '''Business Category''' as filtering criteria.
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by type of communication.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Comm Reports Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Failed/Invalid Email Communications Report'''</span>===
 +
----
 +
 
 +
The '''Failed/Invalid Email Communications Report''' generates a list of all emails that have failed in a specific date range.  This report may be useful in identifying emails that have not successfully reached the recipient (and the reason), as well as provide information for cleaning up your emails within the database.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Failed/Invalid Email Report'''.
 +
#:[[File:Failed Criteria.jpg|800px|center]]
 +
#Select your search filtering criteria.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you wish to view failed emails that contained the word invoice in the subject line, you would select '''Communication Subject Contains Invoice'''.
 +
#:[[File:Subject.jpg|700px|center]]
 +
#Select '''Display Options'''.
 +
#*The system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by communication subject.
 +
#Select the desired '''Display Mode''': In '''Detail''' mode, the report will list all email addresses that meet your filtering criteria. In '''Summary''' mode, the report will simply provide a total of the invalid email failures that meet your filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Failed Results.jpg|800px|center]]
 +
 
 +
From the report, you will be able to click into the email to access the contact's '''General Tab'''. From this tab, you will be able to manage the invalid email. See '''[[Contact_Management#Managing_Invalid_Email_Address|Managing Invalid Emails]]''' for further information.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Invalid Email Addresses Report'''</span>===
 +
----
 +
When an email is bounced or gets a spam report, it is flagged in your system. The system will prevent you from sending emails to flagged/invalid emails. The '''Invalid Email Addresses Report''' provides a list of all emails in your database that have been marked invalid. 
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Invalid Email Addresses Report'''.
 +
#Enter desired filtering options:
 +
#*'''Email Validity Change Date''': If you wish to view results for email addresses based on when they were flagged in your system, select a change date.
 +
#*'''Contact''': If you wish to view results for an individual contact, type the name of the contact.
 +
#'''Additional Filtering Criteria''': Add additional criteria, as needed. For example: if you wish to view only emails that have been flagged for a specific reason, choose '''Validity Status''', then enter the bounce reason.
 +
#:[[File:Bad Domain.jpg|700px|center]]
 +
#Select '''Display Options'''. 
 +
#*The system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by '''Validity Status'''.
 +
#*'''Display Mode''': Select the desired display mode. When '''Detail''' is selected, a list of all email addresses will be displayed. When '''Summary''' is selected, a list of each validity status and the number of bad emails will be displayed.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Invalid Email Results.jpg|800px|center]]
 +
 
 +
From the report, you will be able to click into the name of a contact to access the contact's '''General Tab'''. From this tab, you will be able to manage the invalid email. See '''[[Contact_Management#Managing_Invalid_Email_Address|Managing Invalid Emails]]''' for further information.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Email Delivery Failure Report'''</span>===
 +
----
 +
 
 +
The '''Email Delivery Failures Report''' shows email failures direct from the email server error logs. These errors include hard bounces, blocked emails, dropped emails, rejections, and spam complaints.
 +
#Click '''Reports''' in the Navigation Pane.
 +
#Select '''Email Delivery Failures Report'''.
 +
#:[[File:Email delivery failures report 2020.jpg|800px|center]]
 +
#Select desired filtering.
 +
#Click '''Run Report'''.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Unsubscribed Contacts Report'''</span>===
 +
----
 +
 
 +
The '''Unsubscribed Contacts Report''' provides a list of those contacts who have unsubscribed from list/committee email communications. It can be filtered by individual contact email, a specific list/committee and/or the opt-out date or date range.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Unsubscribed Contacts Report'''.
 +
#:[[File:Unsubscribe criteria.jpg|center]]
 +
#Select your search filtering criteria. For example, you may wish to search for unsubscribed contact that are members of a specific list/committee.
 +
#Optional - Enter a '''Search/Filter''' query.
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by committees.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Unsubscribe results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
=='''<span style="color:#800080">Billing Reports'''</span>==
 +
----
 +
Your software provides a wide range of reports that can be used to monitor your billing and update your general accounting software.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| Looking for specific billing reports? The billing reports are organized into five categories:
 +
*Billing - Accounting General Ledger
 +
*Billing - Banking
 +
*Billing - Collections
 +
*Billing - Credit Card Processing
 +
*Billing - Historical and Banking
 +
You will see these categories in the filter drop down on the top of the reports page. Any customized/saved reports that you have created will be in the respective categories, based on the base report you saved from.
 +
|}
 +
 
 +
==='''<span style="color:#800080">Accounting General Ledger Reports'''</span>===
 +
----
 +
 
 +
===='''<span style="color:#800080">Accounting Summary'''</span>====
 +
----
 +
The '''Accounting Summary''' tab in the '''Billing''' module provides you with a summary of the credits and debits to your accounts. This summary may be filtered in the way that you need to update your general accounting software. See '''[[Reports#Accounting_Summary|Accounting Summary]]''' for further details.
 +
 
 +
===='''<span style="color:#800080">Accounts Receivable Aging Summary'''</span>====
 +
----
 +
The '''Accounts Receivable Aging Summary''' report allows you to keep on top of outstanding invoices. It will give you a solid understanding of your existing and future cash flow position. It provides a list of all invoices in specific aging ranges (Current, 1 - 30 days, 31 - 60 days, 61 - 90 days, 91 - 120 day, and 121+ days). by specific product category (ie. Membership Dues) or Accounts. Reviewing your accounts receivable aging report at least monthly—and ideally more often—can help to ensure that your members are paying you. It at least tells you where they stand so you can take steps to collect if necessary.
 +
 
 +
#On the '''Billing''' module overview tab, click '''Accounts Receivable''' in the '''Reports''' section.
 +
#Select any desired filtering criteria: '''Report Date''', '''Good/Service Type''', '''Income Account''', or additional '''Criteria / Filters'''.
 +
#Select any desired fields to display on the report from the '''Display Options'''. This option will allow you to limit the results to a specific date range, for example '''120 days +'''.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Results.jpg|frame|center]]
 +
 
 +
You can perform the following actions with the report by clicking the down arrow on the '''Run Report''' button:
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
===='''<span style="color:#800080">Accounts Receivable Aging Detail'''</span>====
 +
----
 +
The '''Accounts Receivable Aging Detail''' report displays detailed information on aging customer accounts. The report displays “detail” information; instead of balances and summary information, the detail report includes individual transactions. The aging report can be used as a primary tool used by collections personnel to determine which invoices are overdue for payment.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Accounts Receivable Aging Detail'''.
 +
#:[[File:Aging Detail.jpg|800px|center]]
 +
#Select your search filtering criteria.
 +
#Optional - Enter a '''Search/Filter''' query.  For example, if you want to filter the report results to just receivable that are more than 90 days old, you would select '''Aging''' as filtering criteria.
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by contact or account type.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Aging Detail Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
===='''<span style="color:#800080">Accounting Transaction Report'''</span>====
 +
----
 +
 
 +
The '''Accounting Transaction Report''' will generate a report of all of your debit and credit transactions in a specified date range. It may be filtered to specific transaction types, accounts, date range, membership type, goods/services or product category. This report will display the "double-entry" transactions, which means that there are always two sides to the record, the debit and the credit sides.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Accounting Transaction Report'''.
 +
#:[[File:Acct transaction criteria.jpg|800px|center]]
 +
#Select your search filtering criteria.
 +
#Optional - Enter a '''Search/Filter''' query.  For example, if you want to filter the report results to just an individual member, you would select '''Contact''' as filtering criteria.
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by contact or even account type.
 +
#Click '''Run Report'''.
 +
[[File:Transactions results.jpg|800px|center]]
 +
 
 +
The above report is generated on specific accounts (Dinner Income and Training Income), specific contact (Nelson's Accounting) and summarized by Account type.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Recognized Income Report'''</span>====
 +
----
 +
 
 +
The '''Recognized Income Report''' allows you to generate a report displaying income that has been recognized and income remaining to be recognized for a selected month. This report should be used if you are just getting started with GrowthZone and you wish to balance with your old system.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Recognized Income Report'''.
 +
#:[[File:Rec Income Filters.jpg|center]]
 +
#Select your search filtering criteria.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you wish to view only those with an annual cycle (cycle is the number of recognition months).
 +
#:[[File:Cycle rec.jpg|center]]
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact name.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Recog results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Revenue Recognition Report'''</span>====
 +
----
 +
 
 +
The '''Revenue Recognition Report''' shows transactions by cycle to allow you to identify the amounts recognized and the amounts remaining to be recognized when deferring revenue The report displays the journal entries for each good/service in that period. Write-offs, credits, invoices, payments, and so on are included in the report. This report should only be used if the transactions have been created within the GrowthZone software.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Revenue Recognition Report'''.
 +
#:[[File:Rev Rec Criteria.jpg|center]]
 +
#Select your search filtering criteria. For example, you may wish to view just a selected date range.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you wish to view all write-offs, select '''Tx Type'''.
 +
#:[[File:Rec Inc Search.jpg|center]]
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by customer or account name.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Rec Inc Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Sales by Account Report'''</span>====
 +
----
 +
 
 +
The '''Sales by Account Report''' provides a record of all sales for each account in your chart of accounts. It can be used for future budgeting purposes, to view sales generated based on member join dates, to be able to analyze sales generated by new memberships. This report may be useful when reconciling to your accounting software if there are any discrepancies.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Sales by Account Report'''.
 +
#:[[File:Sales by Account Criteria.jpg|center]]
 +
#Select your search filtering criteria. For example, you may wish to view just a selected date range.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you wish to view a specific account, select '''Account Name'''.
 +
#:[[File:Sales by Account Add.jpg|center]]
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by account name.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Sales by Account Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Banking Reports'''</span>===
 +
----
 +
===='''<span style="color:#800080">Deposit Summary Report'''</span>====
 +
----
 +
 
 +
The '''Deposit Summary Report''' provides a list of all deposits you have created in the GrowthZone software, and the total of the deposit. If deposits are being created for your credit card processing, this report may be used to reconcile deposits made in GrowthZone to the deposits made directly to your back accounts. To view the individual payments that make up your deposits, use the Deposit Report.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Deposit Summary Report'''.
 +
#:[[File:Deposit Summary Report.jpg|700px|center]]
 +
#Select your search filtering criteria.
 +
#Optional - Enter a '''Search/Filter''' query.
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow. By default, the report will include account name, deposit amount, deposit date, notes, and total payments.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by account name.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Depost Summary Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List ('''N/A for Deposit Summary Report''')
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
===='''<span style="color:#800080">Deposit Report'''</span>====
 +
----
 +
The '''Deposit Report''' provides a list of all payments that make up an individual deposit. It can be useful in reconciling to your bank account, and reviewing the results you received in the Deposit Summary Report. Summarize By Deposit Date to get a view of the total payments that made up a deposit. Can be filtered by payment type, so you can see checks/cash vs. credit card deposits..
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Deposit Report'''.
 +
#:[[File:CP Deposit Report.jpg|700px|center]]
 +
#Selected desired '''Deposit Date Range'''. If you do not select a date range, all deposits will be displayed in the report.
 +
#(Optional) Enter additional '''Criteria / Filters'''.
 +
#(Optional) Configure '''Display Options''':
 +
#*Select or deselect '''Fields to Display'''. By default the report will display: Amount, Deposit Date, Deposit Notes, Entered By, Paid From, Payment Date, Payment Type, Reference Number.
 +
#*'''Summarize By''': Select the option you wish to summarize by. For example, you may wish to summarize by the Deposit Date.
 +
#'''Display Mode''': Select '''Detail''' or '''Summary'''. '''NOTE''': If '''Summary is selected, you will only see a count of the number of deposits.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:CP Deposit Report Results.jpg|800px|center]]
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List ('''N/A for Deposit Report''')
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
==='''<span style="color:#800080">Credit Card Processing Reports (GZ Pay)'''</span>===
 +
----
 +
===='''<span style="color:#800080">GrowthZone Pay Monthly Statement'''</span>====
 +
----
 +
The '''GrowthZone Pay Monthly Statement''' summarizes all of your income from all of your payment gateways per month. The results can be filtered by payment gateway or date range.
 +
 
 +
#On the '''Billing''' module '''Overview''' tab, click '''GrowthZone Pay Monthly Statement''' in the '''Reports''' section. The report is automatically generated and will default to the current month.
 +
#To change the filtering criteria, select desired filtering criteria: '''Payment Gateway''', '''Month''', '''Year'''.
 +
#Click '''Refresh Report'''.
 +
 +
[[File:PG Monthly Summary.jpg|900px|center]]
 +
 
 +
===='''<span style="color:#800080"> GrowthZone Pay Monthly Transfers'''====
 +
----
 +
The '''GrowthZone Pay Monthly Transfers''' report provides a list of all transfers from a selected gateway, month and year. This report will give you all of the payments that match up with a specific transfers to your bank account and the initial transaction date. '''This report should be used to find the fees associated with credit card transactions so that you can make the appropriate journal entries into your accounting software'''.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png]]
 +
|| '''NOTE:''' Your very first deposit (transfer) may take up to '''7 days''' to be deposited. After that, deposits (transfers) are made daily and are typically composed of the payments that were processed two days prior for most US and Australia customers; seven days for other countries. For example, August 1st charges are deposited by August 3rd for most US and Australia customers; August 8th for other countries. August 2nd charges are deposited by August 4th for most US and Australia customers; August 9th for other countries. On occasion, banks may take 2-3 additional days to post funds. Also keep in mind that transfers that are scheduled on weekends or holidays won’t be accepted by your bank until the next business day. Also some US and Australia customers may initially be set for a seven day transfer while business activity is evaluated.
 +
|}
 +
 
 +
 
 +
#On the '''Billing''' module overview tab, click '''GrowthZone Pay Monthly Transfers''' in the '''Reports''' section. The report is automatically generated and will default to the current month.
 +
#To change the filtering criteria, select desired filtering criteria: '''Payment Gateway''', '''Month''', '''Year'''.
 +
#Click '''Refresh Report'''.
 +
 
 +
[[File:Monthly Transfers 2.jpg|center]]
 +
 
 +
By clicking into the '''id''' link for a given date, you will be able to see the specific transfers along with the contact name, transaction ID, payment amount and fees.
 +
 
 +
[[File:CP Transfer Details.jpg|center]]
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png]]
 +
| style="width: 100%;" | '''NOTE:''' An automated process will create a deposit, within the GrowthZone software, for each GrowthZone pay transfer. A separate deposit will be created for payments processed through bank accounts and payments processed to credit cards. The automated deposit will be for the '''Gross''' amount. See '''[[Billing#Deposits|Deposits]]''' for further details.
 +
|}
 +
 
 +
===='''<span style="color:#800080">GZ Pay Transfers Details Report'''</span>====
 +
----
 +
This report provides a detailed view of all credit card transactions processed on a specific date. The goods/services or events associated with a transaction inside a transfer can also be viewed, making this a great report for reconciling deposits.
 +
 
 +
#Select '''Billing''' in the left-hand navigation panel.
 +
#On the '''Overview''' tab, click '''GZ Pay Transfer Details Report''' in the '''Reports''' section.
 +
#:[[File:CP GZ Transfer Details.jpg|600px|center]]
 +
#Configure the filters you wish for the report results:
 +
#*'''Date Range''': Enter the desired date range. Transfers '''paid''' that occurred in this range will be included in the report.
 +
#*'''Card Type''': If you wish to limit the results to one or more card types, select the desired type(s).
 +
#*'''Additional Criteria / Filters''': You can add additional filters as needed.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Transfer Results.jpg|800px|center]]
 +
 
 +
===='''<span style="color:#800080">GrowthZone Pay Disputes'''</span>====
 +
----
 +
Disputes are an unfortunate part of accepting payments online, but they are not typically common. Disputes and the reasons for them (e.g., fraud) are ultimately your responsibility so you must take the appropriate actions to prevent and respond to disputes.
 +
 
 +
When a dispute is filed for a credit card charge, a notification is sent to the email listed in '''Credit Card Account/Dispute Notifications Email''' under the Payment Gateway settings. Within the email is a link that allows for answering the dispute. There is a dispute resolution process through which you can respond and submit evidence to make the case that the payment was valid. If the dispute is found in your favor, the disputed amount and fee is returned back to you. If a dispute is upheld, the card issuer’s decision is final and the cardholder’s payment remains refunded. '''NOTE:''' There is a specific '''Respond by Date''', if a response is not received by this date the dispute is automatically lost.
 +
 
 +
The '''GrowthZone Pay Disputes''' report will provide further information of disputes, and also provide the opportunity to submit further documentation.
 +
 
 +
#Select '''Billing''' in the left-hand navigation panel.
 +
#On the '''Overview''' tab, click '''GrowthZone Pay Disputes''' in the '''Reports''' section. A list of disputed transactions will be displayed.
 +
 
 +
[[File:Disputed Transactions.jpg|center]]
 +
 
 +
By clicking on a '''Transaction ID''' you can view further details of the dispute, and submit evidence supporting the validity of the charge.
 +
 
 +
[[File:Dispute Res CP.png|center]]
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' A dispute may be filed simply because the purchaser does not recognize your name on their statement. You can edit how your name appears on the statement under Setup > Finance > Payment Gateways.
 +
|}
 +
 
 +
===='''<span style="color:#800080">Payment Processing Report'''</span>====
 +
----
 +
 
 +
The Payment Processing Report will allow you to view the date of transactions and the success/failure of those transactions.
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Select '''Payment Processing Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
#:[[File:Payment Processing Report.jpg|900px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
===='''<span style="color:#800080">Stored Payment Profiles Report'''</span>====
 +
----
 +
The '''Stored Payment Profiles Report''' provides a list of your contacts and their stored payment profiles (credit card or bank account). You can filter by when a transaction was last processed using the profile or when the profile was added. This can be useful if you want to track and reward members for setting up a payment profile.  Built-in filters allow you to generate the report based on Payment Gateway Type, Payment Gateway, Last Successful Payment Date, and Profile Created Date.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Stored Payment Profiles Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
[[File:Store Payment Gateway Report.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
==='''<span style="color:#800080">Collections Reports'''</span>===
 +
----
 +
===='''<span style="color:#800080">Collections Detail Report'''</span>====
 +
----
 +
The Collections Detail Report will allow you to search for over-due invoices based on invoice date, invoice due date, membership type, product category, goods/service type, sales person, etc. This report can help manage who has a membership that has been invoiced that has not been paid in full (then perhaps determining whether the membership is dropped, or whether you would reach out to the member). You can add additional filters, such as Days Past Due, to search for invoices that have aged beyond a certain number of days. Once the report is generated, you may use the list to generate a group that could be used for sending collections notices.
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Select '''Collections Detail Report'''.
 +
#:[[File:Collections Details Report.jpg|center]]
 +
#Select your search filtering criteria.
 +
#'''Display Options'''
 +
#*'''Fields to Display''': Default fields are automatically included in your report. You may add or remove fields as needed. For Example, if you wish further details about a membership, you may wish to add '''Membership Join Date/Start Date''' and the '''Membership Type''' to the report.
 +
#*Select a '''Summarize By''' option. For example, you can summarize the report by '''Contact Name''' to group together all of the invoices by contact.
 +
#*Select desired '''Display Mode'''. Select '''Detail'''  show individual invoices for a contact; or '''Summary''' to display the total of all contacts invoices. 
 +
#Click '''Run Report'''.
 +
 
 +
[[File:CP Collections Report Results.jpg|center]]
 +
 
 +
The report will show detailed information about the contact, the invoices items, number of days past due, etc. In the above example, the report was '''Summarize By''' contact name, and the '''Display Mode''' is set to '''Detail'''.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
===='''<span style="color:#800080">Collections by Member Report'''</span>====
 +
----
 +
 
 +
The '''Collections by Member Report''' shows the total amount owed by a contact. It can be filtered by particular goods/services, salesperson, or due date ranges. It may be particularly useful for sending collections letters or for assigning salesperson follow-ups.
 +
 
 +
The report may be filtered in the following ways:
 +
*Created Date Between (created date = the date the invoice was created)
 +
*Invoice Date Between
 +
*Due Date Between
 +
*Membership Type
 +
*Good/Service Item
 +
*Good/Service Type
 +
*Product Category
 +
*Sales Rep
 +
*Only Show Past Due
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Select '''Collections by Member Report'''.
 +
#:[[File:Collections by Member Filters.jpg|1000px|center]]
 +
#Enter desired filtering options.
 +
#Click '''Run Report'''.
 +
#:[[File:Collcetion by Member results.jpg|1000px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
===='''<span style="color:#800080">Open Invoices Report'''</span>====
 +
----
 +
 
 +
The '''Open Invoices Report''' gives you a comprehensive list of all open invoices, as of the report date, so you can quickly see the names of individuals or businesses you've invoiced and the amount they need to pay. This can help you to manage your past dues, as well as analyze your expected cash flow.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE''': Invoices with an '''Invoice Date''' after the '''Report Date''' will not be included on this report.
 +
|}
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Open Invoices Report'''.
 +
#:[[File:Open Invoices Report Criteria.jpg|center]]
 +
#Select your search filtering criteria.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you wish to view only open invoices where the balance is over a certain amount, select '''Invoice Balance'''.
 +
#:[[File:Inv Balance.jpg|center]]
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact name.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Open Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Billing - Historical & Planning Reports'''</span>===
 +
----
 +
===='''<span style="color:#800080">Credit Memo Report'''</span>====
 +
----
 +
The '''Credit Memo Report''' will list all credit memos you have issued. It will provide an understanding of the offsetting transactions made to your chart of accounts. It can be filtered to just open credit memos, so that you can apply these to a member’s open invoices as needed.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Credit Memo Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Credit Memo Report.jpg|800px|center]]
 +
 
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
===='''<span style="color:#800080">Last Bill Date'''</span>====
 +
----
 +
 
 +
The '''Last Bill Date''' report will allow you to generate a list of the last time a member was billed. It can be filtered by product type, for example, if you wish to view a list of the last time members were billed for Membership Dues.
 +
 
 +
Filtering options for the report include:
 +
*Date Range
 +
*Good/Service Type
 +
*Membership Type
 +
*Membership Status
 +
*Bill Frequency
 +
*Renewal Month
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel
 +
#Click '''Last Bill Date'''
 +
#:[[File:Last Bill Date.jpg|1000px|center]]
 +
#Enter desired filtering options.
 +
#Click '''Run Report'''.
 +
#:[[File:Last Bill Results1.jpg|1000px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Membership Invoices by Month (Beta)'''</span>====
 +
----
 +
The '''Membership Invoices by Month''' report provides a monthly look at paid and unpaid memberships – grouped into months by membership activation date. It provides a calculation of the percentage of paid vs unpaid membership counts and monetary amounts for each month. The companion report is the '''Membership Invoices''' report which provides the details that make up the summary data.
 +
#Click '''Reports''' in the left-hand navigation panel
 +
#Click '''Membership Invoices by Month (Beta)'''.
 +
#:
 +
 
 +
===='''<span style="color:#800080">Recurring Billing Report'''</span>====
 +
----
 +
The '''Recurring Billing Report''' will provide you with a list of Scheduled Billing configured for your contacts. This will include all schedules, not just membership. Tip: This report can be used to view expected revenue based on the schedules, and, can be generated for a specified date range, or a specific Renewal Month.
 +
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|35px]]
 +
| style="width: 100%"| Summarize this report by renewal month, and you will have the total expected revenue on a monthly basis for budgeting purposes!
 +
|}
 +
 
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Recurring Billing Report'''.
 +
#:[[File:Recurring Billing1.jpg|1200px|center]]
 +
#Select your search filtering criteria. For example, you may wish to view just a selected renewal month.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you wish to view recurring billing based on a particular sales person, select '''Sales Rep'''.
 +
#:[[File:Sales Rep Criteria.jpg|center]]
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by sales rep.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Recurring Billing Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Refund Report'''</span>====
 +
----
 +
The '''Refund Report''' will generate a report of all refunds you have performed over a given date range. You can generate the report to display specific '''Saleable Items''' (Goods/Services), '''Saleable Item Type''', and/or apply additional filter criteria. By default the report will display: Amount of Refund, Contact, Date of Refund, Goods/Service and Reference #.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Refund Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
[[File:Refund Report.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
===='''<span style="color:#800080">Sales by Contact Report'''</span>====
 +
----
 +
 
 +
The '''Sales by Contact Report''' provides a way to analyze sales generated by all or specific members.  The report may  be filtered by member, specific date range, and custom search criteria. '''NOTE''': This will display '''sales''' totals, whether the sale has been paid for or not.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Sales by Contact Report'''.
 +
#:[[File:Sales by Member criteria.jpg|center]]
 +
#Select your search filtering criteria. For example, you may wish to generate the report for a specific date range.
 +
#Optional - enter additional '''Criteria/Filters'''.  For example, if you wish to generate the report based on membership type, select '''Membership Type'''.
 +
#:[[File:Sales By Member add criteria.jpg|center]]
 +
#Select '''Display Options'''. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
 +
#Select '''Summarize By''' criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.
 +
#Click the '''Run Report''' button.
 +
 
 +
[[File:Sales by Member Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Taxes Billed Report'''</span>====
 +
----
 +
 
 +
The '''Taxes Billed Report''' shows the taxes that you have billed and owe to tax agencies. The report can be filtered by state and/or tax-set so you can better identify taxes owed to different entities.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Taxes Billed Report'''.
 +
#:[[File:Taxes Billed Report criteria.jpg|center]]
 +
#Select your search filtering criteria. For example, you may wish to view a selected date range.
 +
#Optional - Enter a '''Search/Filter''' query.  This report will display all sales in your date range, if you wish to view only those that were taxed, you could enter tax amount greater than 0 as a filtering option.
 +
#:[[File:Taxable add criteria.jpg|center]]
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Taxes Billed Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Total Spending by Contact Report'''</span>====
 +
----
 +
 
 +
The '''Total Spending by Contact Report''' will provide you with the total amount contacts have spent over a given time period. It can be filtered by product category (for example events vs. membership) to view contact spending patterns. This can help you in budgeting for future years.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Total Spending by Contact Report'''.
 +
#:[[File:Total Spending Criteria.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, you may wish to generate the report for a specific Good/Service Type to view spending for just that type.
 +
#Optional - enter additional '''Criteria/Filters'''.
 +
#Select '''Display Options'''. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
 +
#Select '''Summarize By''' criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.
 +
#Click the '''Run Report''' button.
 +
 
 +
[[File:Spending Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Transactions by Contact'''</span>====
 +
----
 +
The '''Transactions by Contact''' report allows you to view accounting transactions for an individual contact or multiple contacts. The report, by default, will include all accounting transactions (Invoice, Payment, Over-payments, Refunds, Write-offs, and Credits). This report can be used to review and ensure that you have recorded all transactions for an individual contact or multiple contacts.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Transactions by Contact'''.
 +
#:[[File:Transactions by Contact.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, you may wish to generate the report for a specific '''Good/Service Type''' to view transactions for just that type.
 +
#(Optional): Enter additional '''Criteria/Filters'''. For example, if you wish to view transactions for an individual contact, choose '''Name''' and enter the desired contact name, as shown below.
 +
#:[[File:Add Criteria GZ.jpg|700px|center]]
 +
#Select '''Display Options''':
 +
#*They system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#*Select '''Summarize By''' criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.
 +
#*'''Display Mode''': Select '''Detail''' to view all the individual transactions, or select '''Summary''' to view the total number of transactions per contact.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Transaction by Contact Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
====='''<span style="color:#800080">View Report of Voided Transactions'''</span>=====
 +
----
 +
You can use the '''Transactions by Contact''' report to view voided invoices in a given date range. Set your Additional Filters/Criteria to '''TXN Type = Invoice (Voided)'''. See '''[[Reports#Transactions_by_Contact|Transactions by Contact]]''' report for further information on generating this report.
 +
[[File:Transaction voided 2021 - 1.jpg|800px|center]]
 +
 
 +
===='''<span style="color:#800080">Voluntary Payment Report'''</span>====
 +
----
 +
 
 +
The '''Voluntary Payment Report''' will provide you with information on voluntary fees that were either paid or not paid. This can help you in planning for the future of the programs for which you are asking for voluntary fees.
 +
 
 +
#Click '''Reports''' in the Navigation Panel.
 +
#Click '''Voluntary Payment Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Voluntary Payment Report.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
===='''<span style="color:#800080">Write Off Report'''</span>====
 +
----
 +
The '''Write Off Report''' provides an itemized list of all write-offs issued during a selected date range. There are times when an invoice becomes non-collectible and you need to write it off and declare it as bad debt so you can clear the invoice out of your accounts receivable and reduce your net profit by its amount. The write off report will provide you with a visual of the write-offs and could be used for future planning if looked at from the perspective of expected sales/write-off.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Write Off Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Write Off Report.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*Export as PDF
 +
*Export as Excel
 +
*Export Summary as PDF
 +
*Export Summary as Excel
 +
*Email Report
 +
*Add to List
 +
*Save as New Report
 +
*Add as Favorite Report
 +
 
 +
=='''<span style="color:#800080">Chapter Reports'''</span>==
 +
----
 +
 
 +
==='''<span style="color:#800080">Member Roster'''</span>===
 +
----
 +
 
 +
The '''Member Roster''' report provides the ability to generate a roster for a specific chapter. By default, the report will display the contact name, email and phone.
 +
 
 +
Click '''Reports''' in the left-hand navigation panel.
 +
#Click '''Member Roster Billing Status'''. '''NOTE''' to easily locate reports, click '''Chapter''' in the '''Show Only''' drop-down list.
 +
#:[[File:Member Roster.jpg|1000px|center]]
 +
#Select the desired '''Chapter''' from the drop-down list.
 +
#(Optional) Add '''Additional Criteria / Filters''' if necessary.
 +
#'''Display Options''':
 +
#*Add or remove the '''Fields to Display''' in your report.
 +
#*(Optional) Select a '''Summarize By''' option.
 +
#*Select the desired '''Display Mode'''.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Mem Roster only.jpg|1200px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
 
 +
==='''<span style="color:#800080">Member Roster Billing Status'''</span>===
 +
----
 +
The '''Member Roster Billing Status''' report provides the ability to review the current financials for members in an individual chapter. This report will allow you to track billing for each chapter, including amounts that haven't been billed and those that are awaiting payment. 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Click '''Member Roster Billing Status'''. '''NOTE''' to easily locate reports, click '''Chapter''' in the '''Show Only''' drop-down list.
 +
#:[[File:Member Roster Billing Status.jpg|1000px|center]]
 +
#Select the desired '''Chapter''' from the drop-down list.
 +
#'''Display Options''':
 +
#*Add or remove the '''Fields to Display''' in your report.
 +
#*(Optional) Select a '''Summarize By''' option.
 +
#*Select the desired '''Display Mode'''.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Mem Roster Results.jpg|1000px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
=='''<span style="color:#800080">Continuing Education/Certification Reports'''</span>==
 +
----
 +
Reports to help you view and analyze status of your certifications are available on the Certifications '''Overview''' tab.
 +
 
 +
[[File:Cert Overview Tab1.jpg|1000px|center]]
 +
 
 +
==='''<span style="color:#800080">Continuing Education Progress Report'''</span>===
 +
----
 +
 
 +
The '''Continuing Education Progress Report''' will provide an understanding of how an individual contact, or multiple contacts are progressing towards certification or participation in continuing education programs. The report may be filtered to a specific certification program, certification component, status, etc.
 +
 
 +
#In the '''Continuing Education''' Module, select the '''Overview''' tab.
 +
#In the '''Reports''' section, click '''Continuing Education Progress Report'''.
 +
#:[[File:Continuing ed progress.jpg|800px|center]]
 +
#Select the desired filtering criteria:
 +
#*'''Certification Type Name'''
 +
#*'''Status'''
 +
#*'''Certification Category'''
 +
#*'''Certification Component Name'''
 +
#*'''Enrollment Date'''
 +
#*'''Additional Criteria / Filters'''
 +
#Select desired '''Display Options'''
 +
#*'''Fields to Display''': Add or remove the fields you wish to include in your report.
 +
#*'''Summarize By''': Select a field by which you wish to summarize the report.
 +
#*'''Display Mode'''
 +
#Click '''Run Report'''.
 +
[[File:Cert Progress Report Results.jpg|800px|center]]
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Certification Summary Report'''</span>===
 +
----
 +
 
 +
Using the Certification Summary Report, you can generate a list of all of your certifications and their associated settings (i.e. fees associated to the certification, whether the certification requires approval, number of contacts with active certificates, and so on). This report may be a quick way to verify settings for all of your certification programs.
 +
 
 +
This report may be filtered to specific certification types, categories, components, objectives, or your custom filter criteria.
 +
 
 +
#Click the certifications '''Overview''' tab.
 +
#Click '''Certification Summary Report''' in the '''Reports''' section.
 +
#:[[File:Cert Summary Report.jpg|1000px|center]]
 +
#*'''Certification Type Name''': This is a type ahead box. If you wish to filter the report to a specific certification, begin typing the name of the certification, and select it from the list. If left blank the report will be generated for all certifications.
 +
#*'''Certification Category''': If you wish to filter the report to a specific certification category, select if from the list. If left blank, the report will include all categories.
 +
#*'''Certification Component Name''': This is a type ahead box. If you wish to filter the report to a specific component, begin typing the name of the component, and select it from the list. If left blank the report will include all components.
 +
#*'''Additional Criteria / Filters''': Add any additional filtering criteria as needed.
 +
#'''Display Options''':
 +
#*'''Fields to Display''': Add or remove fields to be included in the report as needed.
 +
#'''Summarize By''': If you wish to group the report results in a certain way (for example, if running the report for a specific certification for the purpose of verifying the component settings, you may wish to summarize by Component Name).
 +
#'''Display Mode''': Select '''Details''' to see the full details of all settings or select '''Summary''' to view totalized results.
 +
#Click the '''Run Report''' button.
 +
 
 +
[[File:Cert Summary Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Certification Individual Report'''</span>===
 +
----
 +
 
 +
The '''Certification Individual Report''' provides a way for you to filter to an individual contact or organization, and display all certifications, components and/or objectives the individual has met, as well as completion date. As with all reports, this report can be printed or emailed, if you need to send it to the participant or other interested parties.
 +
 
 +
==='''<span style="color:#800080">Certification Roster Report'''</span>===
 +
----
 +
 
 +
The '''Certification Roster Report''' may be used by by staff person,holding a certification training event, to create a roster '''OR''' sign in sheet. The roster may be generated for all components or a single certification component, as well as for a specific date range. A default Certification Roster documentation template is provided in your database so that you can easily create a sign in sheet. You may view and/or edit this template via the '''Documentation Generation''' functions.  See '''[[Getting_Started#Setting_up_Document_Templates|Setting Up Document Templates]]''' for further information on configuring and uploading templates.
 +
 
 +
#Click the Certifications '''Overview''' tab.
 +
#Click '''Roster''' in the '''Reports''' section.
 +
#:[[File:Roster Report.jpg|800px|center]]
 +
#Select from the following filtering criteria:
 +
#*'''Certification Item''': Begin typing the name of the component. Type ahead functionality will allow you to select the desired component. This selection is required.
 +
#*'''Start Date Between''': Select a date range, if you wish to generate the report for specific dates.
 +
#*'''Additional Criteria / Filters''': Select additional filters as needed.
 +
#*'''Display Options''': Add or remove display options as needed. '''NOTE''': If you wish to use the Mail Merge functionality, you must include all of the fields you wish to merge.  Additionally, if you wish to use the roster as a sign in sheet, add the '''Sign In''' and '''Sign Out''' fields to include blank columns for this purpose in your output.
 +
#*Select any desired '''Summarize by''' options.
 +
#Click '''Run Report'''.
 +
#To create the mail merged roster, click the down arrow on the '''Run Report''' button.
 +
#Click '''Mail Merge'''.
 +
#Select the desired template from the list. '''NOTE:''' Only templates designed as '''Certification Roster''' type will be available for selection. If needed, click the [[File:Grayplus.jpg|25px]] to upload a new template. See '''[[Getting_Started#Setting_up_Document_Templates|Setting Up Document Templates]]''' for further information on configuring and uploading templates.
 +
#Select the desired output format: PDF or Word Document.
 +
#Click '''Done'''.
 +
 
 +
The file will download, and you can make any necessary changes prior to printing out your roster.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
=='''<span style="color:#800080">Event Reports'''</span>==
 +
----
 +
Various reports are available for you to analyze your events.
 +
 
 +
==='''<span style="color:#800080">Event Attendees Report'''</span>===
 +
----
 +
 
 +
The '''Event Attendees Report''' would provide the information on what events a contact has attended.  Allows you to generate a list of event attendees, filtered by a specific date range, event category, calendar, list, event, attendee registration status,  and/or customized search criteria. Example usage of this report includes analyzing attendance in specific event categories, or to view a list of all contacts who have been invited to events in a specified date range, but have not attended. This report could also be used to identify all event registrations for individuals associated with a specific organization.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Event Attendees Report'''.
 +
#Select your search filtering criteria.
 +
#Optional - Enter a '''Search/Filter''' query.
 +
#Select '''Display Options'''.  The system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow. 
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by Event Name.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Event Attendees Report.jpg|center]]
 +
 
 +
==='''<span style="color:#800080">Event Activity Report'''</span>===
 +
----
 +
 
 +
Allows you to generate a list of a contact's event-related activity  The report may be filtered to view the event activity for an individual contact or all contacts, within or for a specified date range, a specific event,  registration status, and/or customized filtering criteria.
 +
 
 +
#Click '''Reports''' in the Navigation Panel (Or go to the orange '''Actions''' button in the '''Attendees''' or '''Attendees Purchases''' tab)
 +
#Select '''Event Activity Report'''.
 +
#:[[File:Event Activity Report.jpg|center]]
 +
#Select your search filtering criteria. '''NOTE:''' To exclude event attendees that are not contacts, click the '''Display Only Contacts''' check-box.
 +
#Optional - Enter '''Search/Filter''' query.
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by '''Event Name'''.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Event Activity Results.jpg|center]]
 +
 
 +
==='''<span style="color:#800080">Event Discount Use Report'''</span>===
 +
----
 +
 
 +
Provides you with statistics on how discounts are being used.  You can generate the report for a specific registration date range, one or more events, and/or by adding additional filtering criteria (including a particular discount.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Event Discount Use Report'''.
 +
#:[[File:Event discount filter.jpg|center]]
 +
#Select your search filtering criteria. For example, if you wish to view discount use for a specific event, select an option from the '''Event''' drop down-list.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you wish to view the report based on a specific discount select '''Discount Name'''.
 +
#:[[File:Early Dis Criteria.jpg|center]]
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by event name.
 +
#Click '''Run Report'''.
 +
[[File:Discount Results.jpg|center]]
 +
 
 +
==='''<span style="color:#800080">Event Sessions Report'''</span>===
 +
----
 +
 
 +
The Event Sessions Report can be used to generate a report of all session registrants. You can run the report for an individual session and use the report as a check-in roster, or run the report for all the sessions offered at your event.
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Click '''Event Sessions Report'''.
 +
#:[[File:Event Sessions Report CP.jpg|1200px|center]]
 +
#Select desired filtering criteria:
 +
#*'''Event Name''': Select the desired event. If no selection is made all events will be included in report results.
 +
#*'''Event Session''': Select the desired session. If no selection is made, all sessions will be included in report results.
 +
#*'''Event Timeslot''': Select the desired timeslot. If no selection is made, all timeslots will be included in report results.
 +
#*'''Display Only Contacts''': Select this option if you wish to see only registrants that exist as contacts in your database.
 +
#*'''Contact''': If you wish to see only an individual contact, enter the name of the contact.
 +
#*'''Additional Criteria / Filters''': You may add additional filters by clicking the grey plus button.
 +
#*'''Display Options''':
 +
#**'''Fields to Display''': Default fields are included in the report. You can add or remove fields as needed.
 +
#**'''Summarize By''': If needed, select a summarize by option. This will group the report results by the field selected. For example, if you are running a report for all of an event's sessions, you may wish to summarize by the '''Session Name'''.
 +
#**'''Summarize By''': Select '''Detail''' to view details of sessions or select '''Summary''' to view a total of sessions (without attendee names).
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Event sessions report results.jpg|1200px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Event Sponsorships By Contact Report'''</span>===
 +
----
 +
 
 +
The Event Sponsorships By Contact Report provides the ability to view sponsors with various filters. The report allows you to filter by event date range, event category, calendar, event name, membership category, and to filter by displaying contacts.
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Click '''Event Sponsorships By Contact Report'''.
 +
#:[[File:Event sponsor by contact.jpg|1200px|center]]
 +
#Select desired filtering criteria:
 +
#*'''Event Date Range''': Select the date(s). If no selection is made all events will be included in report results.
 +
#*'''Event Category''': Select the desired category. If no selection is made, all categories will be included in report results.
 +
#*'''Event Calendar''': Select the desired calendar. If no selection is made, all calendars will be included in report results.
 +
#*'''Event''': Select the event that you would like to report on.  If no selection is made, all events will be included in report results.
 +
#*'''Membership Category''': Select the desired category. If no selection is made, all categories will be included in report results.
 +
#*'''Display Only Contacts''': If your events included sponsors that were not contacts in the database, you may filter them out by selecting to include only those that are contacts in the software.
 +
#*'''Display Options''':
 +
#**'''Fields to Display''': Default fields are included in the report. You can add or remove fields as needed.
 +
#**'''Summarize By''': If needed, select a summarize by option. This will group the report results by the field selected. For example, if you are running a report for all of an event's sessions, you may wish to summarize by the '''Session Name'''.
 +
#**'''Summarize By''': Select '''Detail''' to view details of sponsors or select '''Summary''' to view a total of sponsors (without sponsor names).
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Event sponsor results.jpg|1200px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Events Overview Report'''</span>===
 +
----
 +
The '''Events Overview Report''' provides the ability to view summary information about one or multiple events. This report can be useful in summarizing attendance, and registration fees generated by your events.
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Click '''Events Overview Report'''.
 +
#Select desired filtering criteria:
 +
#*'''Event''': Select one or multiple events to include in the report.
 +
#*'''Event Category''': Select one or multiple event categories to include in your report.
 +
#*'''Event Start Date Range''': Select the desired date range for your events.
 +
#*'''Event Status''': Select the desired event status(es), or leave blank to include all statuses.
 +
#*'''Additional Criteria / Filters''': Select additional filtering criteria as needed.
 +
#*'''Display Options''':
 +
#**'''Fields to Display''': Default fields are included in the report. You can add or remove fields as needed.
 +
#**'''Summarize By''': If needed, select a summarize by option. This will group the report results by the field selected.
 +
#**'''Summarize By''': Select '''Detail''' to view details of exhibitors or select '''Summary''' to view a total of exhibitors (without exhibitor names).
 +
#Click '''Run Report'''.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Exhibitor Activity Report'''</span>===
 +
----
 +
 
 +
The Exhibitor Activity Report provides the ability to view event exhibitors. The report filters by exhibitor name, event date range and exhibitor type.
 +
 
 +
#Click '''Reports''' in the left-hand navigation panel.
 +
#Click '''Exhibitor Activity Report'''.
 +
#:[[File:Exhibitor activity report.jpg|1200px|center]]
 +
#Select desired filtering criteria:
 +
#*'''Exhibitor Name''': Select the exhibitor you would like to report on. If no selection is made all exhibitors will be included in report results.
 +
#*'''Event Date Range''': Select the desired date range. If no selection is made, all dates will be included in report results.
 +
#*'''Exhibitor Type''': Select the desired Exhibitor Type. If no selection is made, all types will be included in report results.
 +
#*'''Display Options''':
 +
#**'''Fields to Display''': Default fields are included in the report. You can add or remove fields as needed.
 +
#**'''Summarize By''': If needed, select a summarize by option. This will group the report results by the field selected.
 +
#**'''Summarize By''': Select '''Detail''' to view details of exhibitors or select '''Summary''' to view a total of exhibitors (without exhibitor names).
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Exhibitor results.jpg|1200px|center]]
 +
 
 +
=='''<span style="color:#800080">Fundraiser Reports'''</span>==
 +
----
 +
 
 +
==='''<span style="color:#800080">Donation Summary'''</span>===
 +
----
 +
 
 +
The '''Donation Summary''' tab in the Fundraising module will display a list of all donors to all campaigns. The summary may be filtered to a specific date range and/or a specific donor.
 +
 
 +
[[File:Donation Summary.jpg|center]]
 +
 
 +
==='''<span style="color:#800080">Fundraiser History by Donor'''</span>===
 +
----
 +
 
 +
The '''Fundraising History By Donor Report''' allows you to easily view the sum of donations for individual donors or all donors.  It may be filtered to specific campaigns, or all of your current campaigns. If you have had a major push in fundraising over a period in time, you can filter the report to a selected date range.  This report can be used to quickly generate a report of all '''Messages''', '''Tribute Names''' and '''In Recognition of''' information gathered from donors.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Fundraising History By Donor Report'''.
 +
#:[[File:Donor report search criteria 2020.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, if you would like to see donation history by a specific contact, type the name of the contact in the '''Contact''' text box.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you would like to see the history for a specific fundraising campaign, select '''Campaign Name'''.
 +
#Select '''Display Options''':
 +
#*The report is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#*Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by campaign name.
 +
#*'''Display Mode''': Select ''Detail''' to view each individual donor and the donations to each campaign. Select '''Summary''' to see a total number of donations and the donation amount.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Donor report 2020.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Add as a Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Recurring Donation Report'''</span>===
 +
----
 +
 
 +
The '''Recurring Donations Report''' allows you to generate a list of all contacts who have setup recurring donations for a fundraiser.  This report can be generated for all fundraisers or a specific fundraiser. 
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Recurring Donations Report'''.
 +
#:[[File:Rec Don Criteria.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, if you would like to see recurring donations for a specific fundraiser, or a specific contact.
 +
#Optional - Enter a '''Search/Filter''' query.
 +
#Select '''Display Options''':
 +
#*The system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#*Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by campaign name.
 +
#*'''Display Mode''': Select '''Detail''' to display each individual donor and their recurring donation. Select Summary to see the total number of donors, and the total of their donations.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Rec Donations Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following: 
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Add as a Favorite Report'''
 +
 
 +
=='''<span style="color:#800080">Lists/Committees Reports'''</span>==
 +
----
 +
==='''<span style="color:#800080">Contacts List/Committee Report'''</span>===
 +
----
 +
The '''Contact List/Committee Report''' may be used to generate a report of all of your lists/committees and the individuals associated to those lists/committees. The report may be filtered by an individual contact if you wish to see all group membership for an individual and/or by a specified date range.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Contact List/Committee Report'''.
 +
#Select your search filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Contact Lists Committees Report.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following: 
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Unsubscribed Lists/Committees Report'''</span>===
 +
----
 +
The '''Unsubscribed Lists/Committees Report''' will provide you with a comprehensive list of contacts who have unsubscribed from list/committee(s). This report can be used to identify contacts who should be deactivated from lists/committee(s). Add a summary filter of Contact name to view each contact and the list/committees that they belong to.
 +
 
 +
#Click '''Reports''' in the Navigation Panel.
 +
#Click '''Unsubscribed Lists/Committee Report'''.
 +
#Select the desired filters for your report. For Example: If you wish to view results for select lists/committees choose from the '''Lists/Committees''' drop-down list.
 +
#Add '''Additional Filter/Criteria''' you wish. For Example: If you wish to view contacts whose membership status is active, add '''Contact Membership Status = Active'''.
 +
#Select the fields to display you wish to include in the report. For example: You may wish to include the Contact Membership Status, to help in identifying contacts that no longer have active memberships.
 +
#(Optional) Select a '''Summarize By''' option. If you are running the report for all lists/committees you may wish to summarize by the lists/committees.
 +
#Click '''Run Report'''.
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following: 
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
=='''<span style="color:#800080">Project/Tasks Reports'''</span>==
 +
----
 +
==='''<span style="color:#800080">Project Started by Quarter'''</span>===
 +
----
 +
 
 +
The '''Project Started by Quarter''' report allows you to generate a list of all projects started in each quarter of a selected year. The report may be filtered on project status, project categories, and custom filtering options.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Project Started by Quarter'''.
 +
#:[[File:Started criteria.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, if you wish to view only a specific project category, select from the '''Project Categories''' drop down list.
 +
#Optional - Enter a '''Search/Filter''' query.
 +
#Select '''Display Options''':
 +
#*They system is setup with default fields to display in your report. You may remove fields by clicking on the '''Fields to Display''' drop-down arrow. By default, the report will include Q1, Q2, Q3, Q4, Type and total.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by project '''Type'''.
 +
#*'''Display Mode''': Select '''Detail''' to view a list of all project types, and the total of each type started per quarter. Select '''Summary''' to simply view the total of all project types started per quarter.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Projects results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following: 
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Project Summary Report'''</span>===
 +
----
 +
 
 +
The '''Project Summary Report''' allows you to generate a list of some or all projects along with the name of the project owner. The report may be filtered by project status, project type, project start and/or end date, project category, and custom filter criteria. This report can be useful in analyzing the number of open projects, number of projects assigned to an individual, and so on.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Project Summary Report'''.
 +
#:[[File:Proj Summary Criteria.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, if you are looking for a specific type of project, select a '''Project Type''' from the drop-down list.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you are looking for projects assigned to a specific staff member, select '''Project Owner'''.
 +
#:[[File:Proj Summary Extra Filters.jpg|800px|center]]
 +
#Select '''Display Options''':
 +
#*The system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow. By default, the report will include project name, category, project owner, type, and total projects.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by project owner.
 +
#*'''Display Mode''': Select '''Detail''' to view a listing of all projects and associated fields selected for the report. Select '''Summary''' to simply see the total number of projects, based on your filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Project Summary results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following: 
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Projects Report'''</span>===
 +
----
 +
The '''Projects Report''' can be used to analyze the status of your current project, for example, project that are past completion date. The report may be generated based on project type, project status, project category, completed or incompleted tasks, last communication, past estimated completion date, date range, and custom filtering criteria.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Projects Report'''.
 +
#:[[File:Projects Report Criteria.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, if you are looking for a specific type of project, select a '''Project Type''' from the drop-down list.
 +
#Optional - Enter a '''Search/Filter''' query. 
 +
#Select '''Display Options''':
 +
#*The system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#*Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by project type.
 +
#*'''Display Mode''':
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Project Report Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following: 
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Task Report'''</span>===
 +
----
 +
 
 +
The '''Task Report''' allows you to generate a list of all tasks.  Use this report to identify open tasks, tasks assigned to specific staff members, incomplete tasks, and so on.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Task Report'''.
 +
#:[[File:Task Report Criteria.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, if you are looking for tasks assigned to a specific staff member, select the staff member name from the '''Assigned to''' drop-down list.
 +
#Optional - Enter a '''Search/Filter''' query. For example, if you wish to view tasks that are estimated to be completed by a certain date, select '''Estimate End Date'''.
 +
#Select '''Display Options''':
 +
#*The system is setup with default fields to display in your report. You may add or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped.  For example, you may choose to group results by '''Assigned To'''.
 +
#*'''Display Mode''': Select '''Details''' to see a listing of '''ALL''' tasks, and the associated fields you chose to display.  Select '''Summary''' to simply see a total of tasks that meet your filtering criteria.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Task Report Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following: 
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
=='''<span style="color:#800080">Sales Funnel Reports'''</span>==
 +
----
 +
 
 +
The software provides a variety of reports that you can use to analyze your sales opportunities.
 +
 
 +
==='''<span style="color:#800080">Sales Funnel Report'''</span>===
 +
----
 +
 
 +
The '''Sales Funnel Report''' provides you with many ways to analyze the opportunities in your funnel. For Example, you may analyze based on salesperson, sales source, sales probability and so on.
 +
 +
#Click '''Reports''' in the Navigation panel.
 +
#Click '''Sales Funnel'''
 +
#:[[File:MemberRecruitmentReport 07142020.jpg|800px|center|Screenshot of the Member Recruitment Report]]
 +
#Select Desired filters for your report:
 +
#:*'''Sales Persons''' - This filter option will help you identify sales opportunities by sales person.
 +
#:*'''Sales Statuses''' - This filter option will help you to identify the status of your sales opportunities: Won, Lost, Active, On Hold, Pending, Prospect.
 +
#:*'''Sales Stages''' - This filter will help you to identify the current stages of your opportunities. '''Sales Stages''' are customized by you.
 +
#:*'''Sales Source''' - This filter will help you to identify where your sales opportunities are coming from.
 +
#:*'''Sales Categories''' - This filter will help you to identify the types of sales opportunities currently in your Member Recruitment "funnel".
 +
#:*'''Created Date Range''' - This filter allows you to view only sales opportunities created in a selected date range.
 +
#:*'''Won/Lost Date Range''' - This filter will help you to identify won/lost sales opportunities in a selected date range.
 +
#:*'''Estimated Close Date''' - This filter will help you to view sales opportunities expected to closed in a selected date range.
 +
#:*'''Probability''' - This filter will help you to identify the probability of winning (or losing) sales based on the probability range that you enter.
 +
#:*'''Criteria / Filters''' - You can select additional filtering options for your report by clicking the '''+''' button next to Criteria/Filters.
 +
#'''Display Options''':
 +
#:*'''Fields to Display''': Select the items that you want to include in your report.  Default fields are included, and you may select additional fields (or remove default fields) by clicking the '''Fields to Display''' box.
 +
#:*'''Summarize By''': This option allows you to select how you want to summarize the results of your report. For Example, you may want to summarize the report by sales person or by probability.
 +
#:*'''Display Mode''': This options allows you to display your report results summarized or detailed.
 +
#Click '''Run Report''' to generate the report.  In the example below, the report was generated to see the total value of all sales opportunity wins, summarized by sales person, in detail display mode.
 +
[[File:Sales Funnel Report Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Sales Opportunity Communication Report'''</span>===
 +
----
 +
 
 +
The '''Sales Opportunity Communication Report''' will show you a list of sales opportunities, and the number of days since the last communication. This report may be generated by sales person, sales status, sales stage, sales category and sales source. You may add additional filters as needed.
 +
 
 +
#Click '''Reports''' in the Navigation panel.
 +
#Click '''Sales Opportunity Communication Report'''
 +
#:[[File:Sales Opp Comm Report.jpg|800px|center]]
 +
#Select Desired filters for your report:
 +
#:*'''Sales Persons''': This filter option will help you identify sales opportunities communications by sales person.
 +
#:*'''Sales Statuses''': This filter option will help you to identify the status of your sales opportunities: Won, Lost, Active, On Hold, Pending, Prospect.
 +
#:*'''Sales Stages''': This filter will help you to identify the current stages of your opportunities. '''Sales Stages''' are customized by you.
 +
#:*'''Sales Source''': This filter will help you to identify where your sales opportunities are coming from.
 +
#:*'''Sales Categories''': This filter will help you to identify the types of sales opportunities currently in your sales "funnel".
 +
#:*'''Criteria / Filters''': You can select additional filtering options for your report by clicking the '''+''' button next to Criteria/Filters.
 +
#'''Display Options''':
 +
#:*'''Fields to Display''': Select the items that you want to include in your report.  Default fields are included, and you may select additional fields (or remove default fields) by clicking the '''Fields to Display''' box.
 +
#:*'''Summarize By''': This option allows you to select how you want to summarize the results of your report. For Example, you may want to summarize the report by sales person or by probability.
 +
#:*'''Display Mode''': This options allows you to display your report results summarized or detailed.
 +
#Click '''Run Report''' to generate the report.
 +
 
 +
[[File:Sales Comm Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Sales Proposal Report'''</span>===
 +
----
 +
 
 +
The '''Sales Proposal Report''' allows you to generate a list of all the sales proposals you have created.  The report may be filtered by sales rep, sales category, sales stage, sales discount, proposal template, valid until date, accepted on date, is accepted, and custom filtering criteria. You may wish to use this report to analyze the number of proposals completed by your sales rep, to view proposals that are nearing the end of their valid date, and so on.
 +
 
 +
#Click '''Reports''' in the Navigation Panel.
 +
#Select '''Sales Proposal Report'''.
 +
#:[[File:Sales Proposal Report Criteria.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, you may wish to view just a selected date range.
 +
#Optional - Enter a '''Search/Filter''' query.
 +
#Select '''Display Options''':
 +
#*The system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#*Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by sales rep.
 +
#*'''Display Mode''': Select '''Detail''' or '''Summary'''.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Sales Proposal Report Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Timeline Report'''</span>===
 +
----
 +
 
 +
The '''Timeline Report''' allows you to generate a listing of the timeline entries found in the Member Recruitment "funnel"M. Grouping the report by Contact Name provides an at a glance view of all contacts in the funnel, and the associated timeline items.
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Timeline Report'''.
 +
#:[[File:Timline report criteria.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, you may wish to view those timeline items that are in '''Active''' sales status.
 +
#Optional - Enter a '''Search/Filter''' query.
 +
#Select '''Display Options'''. 
 +
#*The system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#*Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact name.
 +
#*'''Display Mode''': Select '''Detail''' or '''Summary'''.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Timeline Report Results.jpg|800px|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Timeline Summary Report'''</span>===
 +
----
 +
 
 +
The '''Timeline Summary Report''' summarizes all timeline items for each sales opportunity in your database. 
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Timeline Summary Report'''.
 +
#:[[File:Timeline Summary Criteria.jpg|800px|center]]
 +
#Select your search filtering criteria. For example, you may wish to view those timeline items that are in '''Active''' sales status.
 +
#(Optional) Enter a '''Search/Filter''' query.
 +
#Select '''Display Options''':
 +
#*The system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#*Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by sales person.
 +
#*'''Display Mode''': Select '''Detail''' or '''Summary'''.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Summary report results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
=='''<span style="color:#800080">Store Reports'''</span>==
 +
----
 +
==='''<span style="color:#800080">Store Product Purchases'''</span>===
 +
----
 +
 
 +
The '''Store Product Purchases''' report will generate a list of all product sold through your store. This list can be generated for an individual contact, or all contacts.  Additionally you can filter the report on specific products and/or specific date ranges.
 +
 
 +
#Click '''Reports''' in the Navigation Panel.
 +
#Select the '''Store Product Purchases''' Report.
 +
#:[[File:St Product Purchases.jpg|center]]
 +
#Enter desired filtering criteria:
 +
#:*To view purchases for an individual contact, begin typing the name in the '''Contact Name''' text box. If the contact exists in your database, the type ahead functionality will display a list of contacts for you to choose from. If '''Contact Name''' is left blank, the report will be generated for all contacts who have made purchases.
 +
#:*To view purchases in a particular date range, select a predefined date range (i.e. Last Week, Last Quarter, etc.) or select beginning and end dates from the calendars.
 +
#:*To view purchases for a selected product, begin typing the name of the product in the '''Product Name''' text box. If the product exists in your database, the type ahead functionality will display a list of products for you to choose from.  If '''Product Name''' is left blank, the report will be generated for all products sold.
 +
#:You may select additional '''Criteria / Filters''' to customize the results of your report.
 +
#Configure the '''Display Options''' as needed:
 +
#:*By default the '''Fields to Display''' in the report include: Order Date, Short Description, Quantity, Total Amount, and Contact Name. You may change or add additional fields to your report by clicking into the '''Fields to Display''' box.
 +
#:*The '''Summarize By''' option allows you to group together the results of your report. For Example, you might select '''Contact Name''' to group the results by contact.
 +
#:*The '''Display Mode''' may be either '''Detail''' or '''Summary'''.  If you have selected a summarize option, detail will show all the transactions whereas summary will show only the total of all transactions.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Purchases Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
==='''<span style="color:#800080">Store Products report'''</span>===
 +
----
 +
 
 +
The '''Store Products''' report will generate a list of all of your store products, along with the number sold of each item, and the number of orders for each item. The report may be filtered by date range so you can see what you have sold over a period of time, by specific categories, or saleable item.
 +
 
 +
#Click '''Reports''' in the Navigation Panel.
 +
#Select the '''Store Products''' report.
 +
#:[[File:Store Products Filter.jpg|center]]
 +
#Enter desired filtering criteria:
 +
#:*To view products in a particular date range, select a predefined date range (i.e. Last Week, Last Quarter, etc.) or select beginning and end dates from the calendars.
 +
#:*To view a specific product, begin typing the name of the product in the '''Product Name''' text box. If the product exists in your database, the type ahead functionality will display a list of products for you to choose from.  If '''Product Name''' is left blank, the report will be generated for all products.
 +
#:*To view a specific saleable item, begin typing the name of the item in the '''Saleable Item''' text box. If the saleable item exists in your database, the type ahead functionality will display a list of the items for you to choose from. If this field is left blank, the report will be generated for all saleable items.
 +
#:*You may select additional '''Criteria / Filters''' to customize the results of your report.
 +
#Configure the '''Display Options''' as needed:
 +
#:*By default the '''Fields to Display''' in the report include: Orders Number, Product Name, Saleable Item, and Total Sold. You may change or add additional fields to your report by clicking into the '''Fields to Display''' box.
 +
#:*The '''Summarize By''' option allows you to group together the results of your report. For Example, you might select '''Product Name''' to group the results by product.
 +
#:*The '''Display Mode''' may be either '''Detail''' or '''Summary'''.  If you have selected a summarize option, detail will show all the transactions whereas summary will show only the total of all transactions.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Store Products Results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following:
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''
 +
 
 +
=='''<span style="color:#800080">Web Content Reports'''</span>==
 +
----
 +
 
 +
==='''<span style="color:#800080">Web Content Activity Report'''</span>===
 +
----
 +
The '''Web Content Activity Report''' allows you to generate statistics on web content use. You will be able to view content items that were recently entered, content that is expiring soon, activity for specific web content types (Blogs, Hot Deal, Job Postings, etc.).
 +
 
 +
#Click '''Reports''' in the Navigation Panel
 +
#Select '''Web Content Activity Report'''.
 +
#:[[File:Web Criteria.jpg|center]]
 +
#Select your search filtering criteria. For example, you may wish to view a specific '''Content Type'''.
 +
#Optional - Enter a '''Search/Filter''' query.
 +
#Select '''Display Options'''.  They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the '''Fields to Display''' drop-down arrow.
 +
#Select '''Summarize by''' criteria.  This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact.
 +
#Click '''Run Report'''.
 +
 
 +
[[File:Web results.jpg|center]]
 +
 
 +
See '''[[Reports#Common_Report_Functions|Common Report Functions]]''' for performing the following: 
 +
 
 +
*'''Export as PDF'''
 +
*'''Export as Excel'''.
 +
*'''Export Summary as PDF'''
 +
*'''Export Summary as Excel'''
 +
*'''Email Report'''
 +
*'''Add to List'''
 +
*'''Mailing Labels'''
 +
*'''Save as New Report'''
 +
*'''Add as Favorite Report'''

Latest revision as of 20:22, 12 July 2021

There is a NEW GrowthZone Knowledge Base! Check there if the information here is outdated.

Your GrowthZone software provides a variety of reports which will help you to analyze all aspects of your business.

Contents

Common Report Functions

Export Reports

All Reports may be exported to Excel or PDF. The reports may be exported in detail or summary format (Detail vs. Summary results will vary dependent on the report you are working with)

  1. Define the desired filters for your report.
  2. Click the down arrow on the Run Report button.
    ReportFunctionsNew 10282020.png
  3. Click the desired export format:
    • Export as Excel
    • Export Summary as Excel
    • Export as PDF
    • Export Summary as PDF

Email Reports

You can easily send report results via email. Perhaps the board would like a report of all Dropped Members, generate the report and email the results.

  1. Define the desired filters for your report.
  2. Click the down arrow on the Run Report button.
    ReportFunctionsNew 10282020.png
  3. Click Email Report.
    CP Email Report.jpg
  4. Enter the To email address.
  5. The Subject' will default to the name of the report. You may change this as needed.
  6. Enter your message.
  7. (Optional) Select a signature from the drop-down list.
  8. (Optional) Select a communication Category.
  9. Select how you would like to attach the file from the Report Format, Attach or In-line. Best Practice is to attach Inline as email messages with attachment are more prone to going to SPAM.
  10. Select whether you wish PDF, Excel or CSV as the Document Format.
  11. Click Send.

Add Report Contacts to a List/Committee

You can easily create a list from a report. For Example: If you wish to communicate with your dropped members, you can generated the Dropped Membership Report, and create a list. You can then easily communicate with these contacts.

  1. Define the desired filters for your report.
  2. Click the down arrow on the Run Report button.
    ReportFunctionsNew 10282020.png
  3. Click Add to List.
    Add Contacts to List2.jpg
  4. From the List/Committees drop-down, select the name of the list to which you wish to add members (this option will allow you to add the members to an existing list) OR click the Plus icon.jpg to create a new list. See Working with Lists/Committees for further instruction on creating the list.
  5. Select the Replace existing contacts if you wish to replace all of the contacts in an existing list with the results of your report.
  6. Click Done.

Mailing Labels

You can create mailing labels directly from the results of your report. The contact’s address marked as Mailing or Physical and Mailing is used as a priority if available. If more than one is listed as Mailing type, it will use the one marked as Default. The address of the contact is used; if no fall back address is available.

  1. Define the desired filters and fields to display for your report.
  2. Click the down arrow on the Run Report button.
    ReportFunctionsNew 10282020.png
  3. Click Mailing Labels.
    MailingLabels 10282020.png
  4. Select a Label Format (see Setup Your Document Templates for more details).
  5. Select a Mailing Sort Order, Font Family and Font Size for your labels.
  6. (Optional) Select the Endorsement.
  7. (Optional) Enable "Include Business Name for Individuals and Primary Rep Name for Businesses".
  8. (Optional) Enable "Include 'or current resident' below addressee name on mailing labels".
  9. Select the file format for the labels.
  10. Click Done.

Save a Report as a New Report

With all of the reports, you have the ability to apply custom filters. After customizing the report to suit your needs, you may save the report as a New Report. This will make it easy for you to run the report again in the future as your custom settings and filters will be saved.

To Save a Report as a New Report:

  1. Define the desired filters for your report.
  2. Click the down arrow on the Run Report button.
    ReportFunctionsNew 10282020.png
  3. Select Save As New Report.
    Add Save Report.jpg
  4. Enter a Report Name.
  5. Enter a Description.
  6. Hide This Report From Other Users: Select this option if the report is only to be used by you. It will not be available for other users.
  7. Click Done.

Smallest.png

Did you Know: You can also use a Saved Report, to create and save another New Saved Report. Simply follow the instructions above from your Saved report.

Save a report as a Favorite Report

If you frequently use the same report, you can save it as a favorite.

  1. For the desired report, click the down arrow on the Run Report button.
    ReportFunctionsNew 10282020.png
  2. Click Add as Favorite Report.

When you access the Reports module, in the Show Only drop-down list, select Favorites.

Filter on Favorite.jpg

Report Filtering Options

Reports are built to include recommended fields, however, you may customize the report to get more granular in the information that you are looking to analyze. For Example: When working with the Dropped Membership Report, if you wish to view a list of the members that have dropped for a certain reason, you can generate the report by setting the Criteria / Filters.

Use the following procedure on all reports, to set filtering criteria.

  1. In the Criteria / Filters section, click the Plus icon.jpg icon.
  2. Select the field on which you wish to filter from the drop-down list. The fields available will vary based on the report you are working with.
  3. Select the desired Operator. Operators will vary dependent on the field you have chosen. The operators is used to specify the condition that must be met to be included in your report. See the Report Filtering Operators below.

Report Filtering Operators

Operator Description
Is Equal Use this operator to look for results that are exactly equal what you input into the text box. For example, if running the drop report searching for members who have dropped because membership was too expensive, you would select Is Equal and type Too Expensive in the text box.
Is Not Equal Use this operator to exclude from your report results what you have input into the text box. For example, if running the drop report, and you would like to see all of the members who dropped, except those who dropped because membership was too expensive, you would select Is Not Equal and type Too Expensive in the text box.
Starts With Use this operator to look for results where the beginning of the field begins with the letters that you have input into the text box.
Contains Use this operator to include in your results, fields that match a letter, word or phrase that you enter.
Not Contains Use this operator to exclude from your results, fields that match a letter, word or phrase that you enter.
Ends With Use this operator to include in your results fields that end with the characters that you enter.
Is Empty Use this operator to include in your results, fields that are NOT populated. For Example: When if you wish to run a report to identify primary contacts that do not have an email address, you can generate the Contact's Report, and set filtering, as shown below.
Email empty.jpg
Is Not Empty Use this operator to include in your results, fields that are populated.
Before Generally used for dates, this option would be used when looking for dates that are "before" a certain date. For example, you could use this when looking for Membership Start Dates that are earlier than a certain date. If I wish to find all memberships started prior to 1/1/2018, using the Membership Report, my filter option would display as shown below.
Mem Start Date.jpg
After Generally used for dates, this option would be used when looking for dates that are "after" a certain date. For example, you could use this when looking for Membership Start Dates that are later than a certain date. If I wish to find all memberships started after 12/31/2017, using the Membership Report, the filter would be as shown below:
After criteria.jpg
Between Generally used for dates, this option would be used when looking for dates that are "between" two dates. For Example:If I wish to find all memberships started after 12/31/2017 and before 1/1/2019, using the Membership Report, the filter would be as shown below:
Between Criteria.jpg
Greater Than Generally used for numeric or monetary values, this option would be used when you wish to find results that are more than (but not equal to) the value you specify. For Example: If you wish to find all contacts who owe you more than $500.00, using the Accounts Receivable Detail Report, the filter would be as shown below.
Open Balance Greater.jpg
Greater Than or Equal Generally used for numeric or monetary values, this option would be used when you wish to find results that are more than or equal to the value you specify.
Less Than Generally used for numeric or monetary values, this option would be used when you wish to find results that are less than (but not equal to) the value you specify. For Example: If you wish to find all contacts where accounts receivable aging is less than 30 days, using the Accounts Receivable Detail Report, the filter would be as shown below.
Less than.jpg
Less Than or Equal Generally used for numeric or monetary values, this option would be used when you wish to find results that are less than or equal to the value you specify.

You can include multiple search/filter criteria using the And or Or function.

  • The AND operator displays a record if All of your filter criteria are met.
  • The OR operator displays a record if any of the conditions are met.

For Example: Using the Contacts Report, I wish to find primary contacts where both the default email address AND the default phone are not populated in the database. My filtering criteria would be as shown below.

And Criteria.jpg

For Example: Using the New Membership Report, I wish to find those members who joined either for Educational Purposes OR for Networking Purposes. My filtering criteria would be as shown below.

Or condition2.jpg

Select Report Fields to Display

Reports have been setup with default fields to be displayed. You can choose the fields that you wish to include in the report by clicking into the Fields to Display list.

Reports display options 2020.jpg

Reorder Report Fields to Display

To change the order in which fields are displayed in your report select the Reorder icon 2020.jpg icon in the Display Options section. You will then be able to drag the fields into the order you wish them displayed.

Reorder fields 2020.jpg

Contact Management Reports

A variety of reports are available to you to manage your contacts. These may be accessed via the Reports module, or by selecting the Common Tasks Actions button within the Contacts module.

Common Reports Contacts.jpg

Contacts List/Committee Report

The Contact List/Committee Report may be used to generate a report of all of your lists/committees and the individuals associated to those lists/committees. The report may be filtered by an individual contact if you wish to see all group membership for an individual and/or by a specified date range.

  1. Click Reports in the Navigation Panel
  2. Select Contact List/Committee Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Contact Lists Committees Report.jpg

You can perform the following actions with the report by clicking the down arrow on the Run Report button:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List - This option will allow you to add the members to an existing list, or create a new list (by clicking the + button on the Add Contacts to List screen). This can help you in sending emails to this group as necessary.
Add Contracts to List.jpg
  • Mailing Labels - This option will allow you to create mailing labels directly from the results of the report.
MailingLabels 10282020.png
  • Save as New Report - If you want to use this report with the same filtering options in the future, you can save the report.
Save Report View.jpg
  • Add as a Favorite Report - you may save the report as a favorite, then easily identify it when filtering reports in the Reports module.

Contacts Report

The Contacts Report provides you the flexibility to generate a list of your contacts based on a variety of different criteria, as well as custom filters. For example, if you wish to generate a list of all of you prospective members, you can filter the report based on Membership Status.

The following standard filtering criteria are available:

  • Membership Status
  • Membership Type
  • Membership Category
  • Contact Type
  • Assigned To
  • List/Committee
  • Tags
  • Last Communication Date
  • Directory

You may choose to display only Primary Reps or Active Reps in your results.

  1. Click Reports in the Navigation Panel
  2. Select Contacts Report.
  3. Select your search filtering criteria. If you want all records from the directory, do not choose the Contact Type. You can specify Individual or Business if that filter is needed. For best results on a filter, use the "Contains" option rather than "Equals" and "Not Equals".
  4. Click Run Report.
Contacts report 2020.jpg

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IMPORTANT:

When using the Business Categories or All Business Categories options, there are distinct differences in the report results:

  • All Business Categories: Displays a comma separated list of all the business-type categories associated to the contact record.
  • Business Categories: Displays a separate line for each category attached to the business record.

When using the Membership options:

  • Memberships: Displays a comma-separated list of all active memberships
  • Primary Membership: Displays the primary membership name, level, and chapter
  • Primary Membership Type: Displays the primary membership name

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

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Did You Know... You can make the Contacts Report available to your members in the Info Hub. Fields that would not be displayed in the Info Hub report are: Balance, Credit Balance, Last Communicated with, Last Communication Date. Click Here for instruction on displaying the Contacts Report in the Info Hub..

Contacts Reports Use Cases

View All Organizations to which an Individual belongs

Use the Contacts Report described above to view all organizations/businesses to which an individual belongs by including All Organizations in your fields to display. Results will be displayed in one column, comma separated, as shown below.

All businesses 2020.jpg
View report of all contacts that do not have a directory listing

Use the Contacts Report described above to generate a list of all contacts that do not have a directory listing. Add Additional Criteria/Filter where Directory Listing is Empty as shown in the screenshot below.

Directory Listing empty 2020.jpg
View all parent businesses and their related child businesses
  1. Using the Contacts Report, click on the Fields to Display. The information related to child businesses will be listed in the Child Contacts section of the available fields.
    Child contacts 2020.jpg
  2. To include the name of the child, scroll to the Child section of available fields and select Child Name. All of the fields listed in the Child will return information related to the child, for example, Role: Child Email Address will return the email address of the child business.
  3. For best results, summarize your report by Contact Name.
  4. Click Run Report.
Child names 2020.jpg

Directory Contact Report

The Directory Contact Report provides you the ability to generate a list of your contacts listed in the directories set up in your GrowthZone software. For example, if you provide a list of the directory for a print version, you can easily export the details into Excel.

  1. Click Reports in the Navigation Panel
  2. Select Directory Contact Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Directory report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Duplicate Account Number Report

The Duplicate Account Number Report gives you the ability to verify the existence of duplicate account numbers on contact records set up in your GrowthZone software.

  1. Click Reports in the Navigation Panel
  2. Select Duplicate Account Number Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Dup account number.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

User Account Report

The User Account Report gives you the ability to view all of your contacts, and their associate log-in name, access level, etc. Importantly, by deselecting Has Account you will be able to see those members that do not have login credentials.

  1. Click Reports in the left-hand navigation panel.
  2. Click User Account Report.
    User Account Report.jpg
  3. Enter desired filtering criteria:
  4. Access Level Type: If you wish to view results for one or multiple types (Staff, User, Other), select the desired type(s).
    • Access Level Type: If you wish to view results for one or multiple access levels, select the desired access level(s).
    • Account Created Within: If you wish to view results for accounts created in a a specific date range, select the desired date range.
    • Membership Type: If you wish to view results for certain membership types, select the desired type(s).
    • Membership Status: If you wish to view results for certain membership statuses, select the desired status(es).
    • Has Account: This check-box is enabled by default. If you wish to view only those who do not have an account, de-select this check-box.
    • Add Additional Criteria / Filters as needed.
    • Select or remove desired Fields to Display.
    • Choose a field by which you wish to summarize.
  5. Click Run Report
User Account Results.jpg

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Did You Know? If you have generated a list of members who do not have login credentials, you can create a list and then use the New Member Access email template to send a mass email to all inviting them to create their login credentials.


See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

User Account Report Use Cases

View Contacts who do no have Login Credentials

Generate the User Account Report and clear the Has Account check-box.

Has account 2020.jpg
View Contacts Have Login Credentials by Have Not Logged In

Generate the User Account Report, with the Additional Filter/Criteria set to Last Login Date/Time Is Empty

Last login empty 2020.jpg

Contact Information Report

This report lists phone, email, or website information. Only pick types for one of the three communication methods (phone, email, or website). The report will not work if more than one method has types selected. This report will list all contact information, so a best practice may be to Summarize By Display Name for better visibility.

  1. Select Reports in the left-hand navigation panel.
  2. Select Contact Information Report.
    Contact information report transactional only.jpg
  3. Select desired filtering criteria. IMPORTANT: If you are selecting Phone Type, Email Type or Website Type select only one of these options. They report will not generate as expected if you select more than one. If needed, generate the report multiple times with your individual type selections.
  4. Add Additional Filter/Criteria. See Use Cases.
  5. Choose Fields to Display.
  6. Click Run Report.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Contact Information Report Use Cases

I need a report to...

  • Identify contacts whose emails are marked as Transactional Only Emails. Use the following Additional Filter/Criteria:
  • Only Transactional Emails Equals True AND
  • Email/Phone/Website Equals Email.
Transaction only 2021.jpg
  • Identify contacts whose emails are marked as Do Not Contact. Use the following Additional Filter/Criteria:
  • Do Not Contact Equals True AND
  • Email/Phone/Website Equals Email.
Do not contact true 2.jpg
  • Identify contacts whose emails are marked invalid and the reason the email is marked invalid. Use the following Additional Filter/Criteria:
  • Validity Status Not Equals Verified AND
  • Email/Phone/Website Equals Email.
Verified status 2021.jpg

New Organization Contacts Report

Membership Engagement Report

**COMING SOON** Your association works hard to keep members coming back year after year, offering value through opportunities and events. The more you engage your members, the more likely they will renew their memberships. The Member Engagement Report provides a way for you to analyze how engaged your members are by looking at how many events they have attended, the number of list/committees to which they belong, and spending activity. Not only can this report highlight those most engaged, but will assist you in identifying those that you need to reach out to and re-engage.

  1. Select Reports in the left-hand navigation panel.
  2. Select Member Engagement Report.
    Membership engagement report 2020.jpg
  3. If you wish to run the report for specific membership types, select from the Membership Types list. If no selection is made, the report will be generated for all membership types.
  4. If you wish to run the report for a specific date range, select a Date Between. If no selection is made, the report will be generated "for all time".
  5. Add Additional Criteria / Filters as you wish. For Example: If you wish to report on all members who have never attended an event, you could add the filter Count of Event Registrations isEmpty.
  6. Select the Fields to Display.
  7. Click Run Report.

I want to...

  • View a report of all members who have never registered for an event: Run the Membership Engagement Report with the additional filter Count of Event Registrations isEmpty.
  • View a report of all members who have never attended an event: Run the Membership Engagement Report with the additional filter Count of Event Attendees isEmpty.
  • View a report of all members who do not belong to any Lists/Committees: Run the Membership Engagement Report with the additional filter Count of Existing List/Committee Members isEmpty.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Membership Reports

Common Membership Calculations

Does the thought of having to calculate retention, churn, or the cost of acquiring a new member make your head hurt? For many association pros, crunching numbers is (unfortunately) a part of their daily grind. You don’t have to be a math person to use these seven common calculations to determine everything from renewal rates to average length of membership.

Retention Rate

Retention Rate is the percentage of members retained over a given period of time. This metric can be calculated if you know how many members you had at the beginning of a period, and many you had at the end of a period.

CALCULATION: (End Count - New Members) ÷ Start Count = Retention Rate

The Dashboard will provide the Start Count and the End Count needed for this calculation.

  1. Click Dashboard in the left-hand navigation.
  2. Click the Metrics tab.
    DB Metrics Tab1.jpg
  3. Click the Gear Icon.jpg icon next to Total Memberships. NOTE: if you have removed this widget from your dashboard, click the Add Widget button to place it on your dashboard.
    Edit Widget.jpg
  4. Click Edit Widget.
    Edit Mem Chart Settings.jpg
  5. Select Custom from the Duration drop-down list.
  6. Enter the desired dates in the Duration Date Range.
  7. Click Done. The Total Memberships widget will refresh displaying metrics for the desired date range.
    Totals Members.jpg

Start Count = 2331 End Count = 2914

Generate the New Membership report to find New Members. Generate the report for the same date range used above.

New Membership Report.jpg

See New Membership Report for further instructions on generating the New Membership Report.

New Members = 848

CALCULATION: (End Count - New Members) ÷ Start Count = Retention Rate

(2914 - 848) ÷ 2331 = .88 88% Retention Rate

Lapse Rate (Churn)

The Lapse Rate (Churn) is the percentage of members that discontinue their membership over a given period of time.

CALCULATION: Dropped Members ÷ Start Count = Lapse Rate

The Start Count is calculated as described in Retention Rate above.

Totals Members1.jpg

Start Count = 2331

The Dropped Membership Report may be used to calculate Dropped Members. Generate the report using the same date range used to find the Start Count. See Dropped Membership Report for instructions on generating the report.

Dropped.jpg

Dropped Count = 241

CALCULATION: Dropped Members ÷ Start Count = Lapse Rate

241 ÷ 2331 = .10 Lapse Rate = 10%

Renewal Rate

Renewal Rate is the percentage of members that renew their membership over a given time period.

CALCULATION: # of Renewals ÷ Eligible Members = Renewal Rate

One Row.png

NOTE: Using the criteria described below will get an overall Renewal Rate, not specific to a certain year - but for all time. You could use this to judge if you are moving the right direction each time to run this stat.

The Membership Report will provide you with the information to calculate the Renewal Rate. You will generate the report twice, each with different filtering options.

First: Generate the Membership Report with the following filtering criteria to find the # of Renewals:

  1. Set Membership Status set to Active and Courtesy.
  2. Add a Criteria / Filters for Membership Start Date Before and set the date to the first date of your search criteria. For example if you are looking for your renewal rate for up until 1-1-2017, you would set the before date to 1/1/2017.
Membership First Run.jpg

In the example above, # of Renewals = 2560.

Second: Generate the Membership Report with the following filtering criteria to find Eligible Members"

  1. Set Membership Status set to Active, Courtesy, Dropped, Expired. Do not include Non-Member or other statuses since these were never up for renewal and thus not part of your eligible members.
  2. Add a Criteria / Filters for Membership Start Date Before and set the date to the first date of your search criteria. For example if you are looking for your renewal rate for 2017, you would set the before date to 1/1/2017.
Mem Report 2nd Run.jpg

In the example above, Eligible Members = 3180.

CALCULATION: # of Renewals ÷ Eligible Members = Renewal Rate

2560 ÷ 3180 = .80 80% Renewal Rate

See Membership Report for further instructions on generating the report.

Average Membership Tenure (AMT)

Average Membership Tenure is the average length of time a member stays with the organization. This can be useful in projecting expected membership tenure for new members

CALCULATION: 1 ÷ Lapse Rate = AMT

Lapse Rate is calculated as described above in Lapse Rate (Churn).

1 ÷ .10 = 10
Average Membership Tenure in Years is 10 years

Member Lifetime Value (MLV)

Member Lifetime Value (MLV) is the measure of monetary value of member based on projected length of membership.

Calculation: Net member-paid revenue ÷ # of members x AMT = MLV

The Total Spending by Contact Report can be used to calculate the MLV. Set the Membership Status criteria to Active and Courtesy to see all dues and non-dues generated by your members.

Total Spending.jpg

To get the Net value, you need to subtract your operating costs from that total. You can get your operating costs from your accountant. This will give you your Net Member-paid revenue.

The End Count can be obtained from the Retention Rate calculation, described above.

AMT can be obtained from the Average Membership Tenure (AMT) calculation, described above.

Example:

In 2017, there were 3,000 total members who collectively invested $550,000 in dues and contributed $325,000 in non-dues revenue. The operating costs were $650,000 and the organization’s AMT (average membership tenure) was 17 years.
  1. $550,000 + $325,000 = $875,000 (dues revenue plus member-generated nondues revenue)
  2. $875,000 – $650,000 = $225,000 (total member-generated revenue minus total operating costs)
  3. $225,000 ÷ 3,000 = $75 (net member-generated revenue divided by number of members)
  4. $75 x 17 = $1,275 (average member contributed revenue x AMT)
MEMBER LIFETIME VALUE = $1,275

Member Acquisition Cost (MAC)

Member Acquisition Cost (MAC) is the total monetary cost associated with recruiting a new member. To effectively maintain and/or grow an organization, it is necessary to assign an average monetary value to potential membership sales.

Total recruitment cost ÷ # of new members = MAC
Calculate the # of new members as described in Retention Rate above.
The Total Recruitment cost would be available from your accountant.

Example:

At the end of 2017, 75 new members had joined and $28,875 was spent on new member recruitment.
$28875 ÷ 75 = $385
MEMBER ACQUISITION COST = $385

MLV to MAC ratio

The MLV to MAC ratio is the measurement of the relationship between the lifetime value of a member and the cost of acquiring that member. Best Practice: Aim for 3:1 as the target ratio.

CALCULATION: MLV : MAC

Calculate your Member Lifetime Value (MLV) and Member Acquisition Cost (MAC) as described above.

Example: In 2017, the average lifetime value per member was $1,275. $32,000 was budgeted for member recruitment and $28,875 was spent. Breaking down those numbers further means the budgeted recruitment cost was $425/ new member and the actual recruitment spend was $385/ new member.
  • Goal ratio = 3 : 1 ($1,275 : $425)
  • Actual ratio = 3.3 : 1 ($1,275 : $385)

Membership Change Report

The Membership Change Report provides you with a way to view and analyze membership type changes, as well as fee changes. For example, if you have had a major marketing campaign to upgrade members to a higher membership level, you can generate this report based on the Membership Purchase Type and a specified change date range. You could also include Sales contact in your report, if you want to see which sales person was responsible for the upgrade.

The report may be filtered on the following standard criteria:

  • Sales Contact
  • Membership Purchase Type (New, Upgrade, Downgrade, Renewal, Adjustment, Re-activated)
  • Membership Type
  • Change Date Range
  1. Click Reports in the Navigation Panel
  2. Select Membership Change Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Membership Change Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Membership Referral Report

The Membership Referral Report allows you to generate a list of members, and the contact who referred them to your organization. The Referred by Contact Name field pulls from the Referred By Contact information entered when you add a membership from the back office.

  1. Click Reports in the Navigation Panel
  2. Select Membership Referral Report.
  3. Select your search filtering criteria.
  4. Select desired display options. The system is setup with default display options. Click the drop down arrow on Fields to Display to add or removed display options.
  5. Select Summarize By. This is an optional setting that will allow you to group the results of your report. For example, if you wish to group the report by the contact who referred a member, you would select Contact Name.
  6. Click Run Report.
Referal Report.jpg

In the example above, the report is filtered on contacts who referred members, i.e. Edibles referred Antiques on Main.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Membership Report

The Membership Report provides detail information regarding memberships. It can be filtered by membership type(s), membership status(es), membership category(ies), chapter(s), membership start month, renewal month and/or good/service item(s). You can filter this report to a specific membership type and membership status, or by custom filter criteria. For example, if you want to generate a list of members renewing in a specific month, you can select Renewal Month as Criteria/Filters.

  1. Click Reports in the Navigation Panel
  2. Select Membership Report.
    Mem Report Criteria.jpg
  3. Select your search filtering criteria.
  4. Add additional Criteria/Filters - optional.
  5. Select desired display options. The system is setup with default display options. Click the drop down arrow on Fields to Display to add or removed display options.
  6. Select Summarize By. This is an optional setting that will allow you to group the results of your report. For example, if you wish to group the report by membership, you would select Membership.
  7. Click Run Report.
Membership Report.jpg

The report shown above is filtered on all memberships, renewing in February. The report is summarized by membership type.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report


Create Membership Card via Membership Report Mail Merge

The Mail Merge feature allows you to take the results from your Member report and perform a mail merge via MS Word. Several templates are setup by default, including a Member Card template.

  1. Define the desired filters for your report. NOTE: The report Display Options must include the field you wish to include in your MailMerge.
  2. Click the down arrow on the Run Report button.
  3. Click Mail Merge.
    MailMerge.jpg
  4. Select the desired template from the list. NOTE: Only templates designed as Member type will be available for selection. If needed, click the Grayplus.jpg to upload a new template. See Setting Up Document Templates for further information on configuring and uploading templates.
  5. Select the desired output format: PDF or Word Document.
  6. Click Done.

The file will download, and you can make any necessary changes prior to printing out your badges.

New Membership Report

The New Membership Report allows you to view new members by type, status, membership category, chapter, start date, or by goods/services item. This report can be useful to provide annual statistics on new memberships.

  1. Click Reports in the Navigation Panel
  2. Select New Membership Report.
    New Membership Criteria.jpg
  3. Select your search filtering criteria. For example, if you want to see year to date statistics, select This Year from the Start Date' drop-down list.
  4. Optional - Enter a Search/Filter query. For example, if you would like to view new membership sales by a specific sales person select Sales Rep.
    Sales Rep.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by membership type.
  7. Click Run Report.
New Mem Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Renewal Membership Report

The Renewal Membership Report allows you to generate a list of all members, with the associated renewal month. You may choose specific renewal months to narrow report results.

  1. Click Reports in the Navigation Panel
  2. Select Renewal Membership Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Renewal Membership Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Dropped Membership Report

The Dropped Membership Report ill show you which memberships have dropped along with the dropped details. It can be filtered by dropped date range, by specific membership type(s), chapter and sales rep. The report can help you in identifying the reason members drop, as well as view the annualized revenue loss due to the drop.

  1. Click Reports in the Navigation Panel
  2. Select Dropped Membership Report.
    Dropped Member Filters.jpg
  3. Select your search filtering criteria.
  4. Optional - enter additional Criteria/Filters. For example, if you have a drop reason called Too Expensive, you could filter on that specific Drop Reason to analyze the number of members who have dropped due to cost.
    Too Expensive.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by drop reason.
  7. Click the Run Report button.
Dropped Membership Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Retention Report

Result displayed:

  • Starting Count: This is the number of active members at the start of the month.
  • Ending Count: This is the number of active members on the last day of the month.
  • New Members Added this Month: Count of Membership Owners that have a Membership Start Date that falls within this month (include all Membership Status')
  • Dropped Members this Month: Count of Membership Owners that have a Membership End Date that falls within this month (include all Membership status)
  • New Investment: Total of all scheduled billing items tied to the memberships for New Members Added this Month. (scheduled billing items tied to this membership where the scheduled billing is not ended)
  • Lost Investment: Total of all scheduled billing items tied to the memberships for Dropped Members This Month. This includes all scheduled billing items not ended plus those that are ended with an end date during this 12 month period (most of them will be)
  • Retention Rate = (End Count - New Members) / Start Count
  • Churn Rate = Dropped Member / Start Count

Communications Reports

Communication Report

The Communication Report allows you to generate a list of all communications (regardless of type). The report may be filtered to a specific From Contact, specific type of communication, communication category, assigned to, date range, category, or your own custom filters.

  1. Click Reports in the Navigation Panel
  2. Select Communication Report.
    Comm Report Criteria.jpg
  3. Select your search filtering criteria.
  4. Optional - Enter a Search/Filter query. For example, if you want to filter the report results to just a specific business category you would select Business Category as filtering criteria.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by type of communication.
  7. Click Run Report.
Comm Reports Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Failed/Invalid Email Communications Report

The Failed/Invalid Email Communications Report generates a list of all emails that have failed in a specific date range. This report may be useful in identifying emails that have not successfully reached the recipient (and the reason), as well as provide information for cleaning up your emails within the database.

  1. Click Reports in the Navigation Panel
  2. Select Failed/Invalid Email Report.
    Failed Criteria.jpg
  3. Select your search filtering criteria.
  4. Optional - Enter a Search/Filter query. For example, if you wish to view failed emails that contained the word invoice in the subject line, you would select Communication Subject Contains Invoice.
    Subject.jpg
  5. Select Display Options.
    • The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by communication subject.
  7. Select the desired Display Mode: In Detail mode, the report will list all email addresses that meet your filtering criteria. In Summary mode, the report will simply provide a total of the invalid email failures that meet your filtering criteria.
  8. Click Run Report.
Failed Results.jpg

From the report, you will be able to click into the email to access the contact's General Tab. From this tab, you will be able to manage the invalid email. See Managing Invalid Emails for further information.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Invalid Email Addresses Report

When an email is bounced or gets a spam report, it is flagged in your system. The system will prevent you from sending emails to flagged/invalid emails. The Invalid Email Addresses Report provides a list of all emails in your database that have been marked invalid.

  1. Click Reports in the Navigation Panel
  2. Select Invalid Email Addresses Report.
  3. Enter desired filtering options:
    • Email Validity Change Date: If you wish to view results for email addresses based on when they were flagged in your system, select a change date.
    • Contact: If you wish to view results for an individual contact, type the name of the contact.
  4. Additional Filtering Criteria: Add additional criteria, as needed. For example: if you wish to view only emails that have been flagged for a specific reason, choose Validity Status, then enter the bounce reason.
    Bad Domain.jpg
  5. Select Display Options.
    • The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by Validity Status.
    • Display Mode: Select the desired display mode. When Detail is selected, a list of all email addresses will be displayed. When Summary is selected, a list of each validity status and the number of bad emails will be displayed.
  7. Click Run Report.
Invalid Email Results.jpg

From the report, you will be able to click into the name of a contact to access the contact's General Tab. From this tab, you will be able to manage the invalid email. See Managing Invalid Emails for further information.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Email Delivery Failure Report

The Email Delivery Failures Report shows email failures direct from the email server error logs. These errors include hard bounces, blocked emails, dropped emails, rejections, and spam complaints.

  1. Click Reports in the Navigation Pane.
  2. Select Email Delivery Failures Report.
    Email delivery failures report 2020.jpg
  3. Select desired filtering.
  4. Click Run Report.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Unsubscribed Contacts Report

The Unsubscribed Contacts Report provides a list of those contacts who have unsubscribed from list/committee email communications. It can be filtered by individual contact email, a specific list/committee and/or the opt-out date or date range.

  1. Click Reports in the Navigation Panel
  2. Select Unsubscribed Contacts Report.
    Unsubscribe criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to search for unsubscribed contact that are members of a specific list/committee.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by committees.
  7. Click Run Report.
Unsubscribe results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Billing Reports

Your software provides a wide range of reports that can be used to monitor your billing and update your general accounting software.

One Row.png

Looking for specific billing reports? The billing reports are organized into five categories:
  • Billing - Accounting General Ledger
  • Billing - Banking
  • Billing - Collections
  • Billing - Credit Card Processing
  • Billing - Historical and Banking

You will see these categories in the filter drop down on the top of the reports page. Any customized/saved reports that you have created will be in the respective categories, based on the base report you saved from.

Accounting General Ledger Reports

Accounting Summary

The Accounting Summary tab in the Billing module provides you with a summary of the credits and debits to your accounts. This summary may be filtered in the way that you need to update your general accounting software. See Accounting Summary for further details.

Accounts Receivable Aging Summary

The Accounts Receivable Aging Summary report allows you to keep on top of outstanding invoices. It will give you a solid understanding of your existing and future cash flow position. It provides a list of all invoices in specific aging ranges (Current, 1 - 30 days, 31 - 60 days, 61 - 90 days, 91 - 120 day, and 121+ days). by specific product category (ie. Membership Dues) or Accounts. Reviewing your accounts receivable aging report at least monthly—and ideally more often—can help to ensure that your members are paying you. It at least tells you where they stand so you can take steps to collect if necessary.

  1. On the Billing module overview tab, click Accounts Receivable in the Reports section.
  2. Select any desired filtering criteria: Report Date, Good/Service Type, Income Account, or additional Criteria / Filters.
  3. Select any desired fields to display on the report from the Display Options. This option will allow you to limit the results to a specific date range, for example 120 days +.
  4. Click Run Report.
Results.jpg

You can perform the following actions with the report by clicking the down arrow on the Run Report button:

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Accounts Receivable Aging Detail

The Accounts Receivable Aging Detail report displays detailed information on aging customer accounts. The report displays “detail” information; instead of balances and summary information, the detail report includes individual transactions. The aging report can be used as a primary tool used by collections personnel to determine which invoices are overdue for payment.

  1. Click Reports in the Navigation Panel
  2. Select Accounts Receivable Aging Detail.
    Aging Detail.jpg
  3. Select your search filtering criteria.
  4. Optional - Enter a Search/Filter query. For example, if you want to filter the report results to just receivable that are more than 90 days old, you would select Aging as filtering criteria.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact or account type.
  7. Click Run Report.
Aging Detail Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Accounting Transaction Report

The Accounting Transaction Report will generate a report of all of your debit and credit transactions in a specified date range. It may be filtered to specific transaction types, accounts, date range, membership type, goods/services or product category. This report will display the "double-entry" transactions, which means that there are always two sides to the record, the debit and the credit sides.

  1. Click Reports in the Navigation Panel
  2. Select Accounting Transaction Report.
    Acct transaction criteria.jpg
  3. Select your search filtering criteria.
  4. Optional - Enter a Search/Filter query. For example, if you want to filter the report results to just an individual member, you would select Contact as filtering criteria.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact or even account type.
  7. Click Run Report.
Transactions results.jpg

The above report is generated on specific accounts (Dinner Income and Training Income), specific contact (Nelson's Accounting) and summarized by Account type.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Recognized Income Report

The Recognized Income Report allows you to generate a report displaying income that has been recognized and income remaining to be recognized for a selected month. This report should be used if you are just getting started with GrowthZone and you wish to balance with your old system.

  1. Click Reports in the Navigation Panel
  2. Select Recognized Income Report.
    Rec Income Filters.jpg
  3. Select your search filtering criteria.
  4. Optional - Enter a Search/Filter query. For example, if you wish to view only those with an annual cycle (cycle is the number of recognition months).
    Cycle rec.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact name.
  7. Click Run Report.
Recog results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Revenue Recognition Report

The Revenue Recognition Report shows transactions by cycle to allow you to identify the amounts recognized and the amounts remaining to be recognized when deferring revenue The report displays the journal entries for each good/service in that period. Write-offs, credits, invoices, payments, and so on are included in the report. This report should only be used if the transactions have been created within the GrowthZone software.

  1. Click Reports in the Navigation Panel
  2. Select Revenue Recognition Report.
    Rev Rec Criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to view just a selected date range.
  4. Optional - Enter a Search/Filter query. For example, if you wish to view all write-offs, select Tx Type.
    Rec Inc Search.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by customer or account name.
  7. Click Run Report.
Rec Inc Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Sales by Account Report

The Sales by Account Report provides a record of all sales for each account in your chart of accounts. It can be used for future budgeting purposes, to view sales generated based on member join dates, to be able to analyze sales generated by new memberships. This report may be useful when reconciling to your accounting software if there are any discrepancies.

  1. Click Reports in the Navigation Panel
  2. Select Sales by Account Report.
    Sales by Account Criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to view just a selected date range.
  4. Optional - Enter a Search/Filter query. For example, if you wish to view a specific account, select Account Name.
    Sales by Account Add.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by account name.
  7. Click Run Report.
Sales by Account Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Banking Reports

Deposit Summary Report

The Deposit Summary Report provides a list of all deposits you have created in the GrowthZone software, and the total of the deposit. If deposits are being created for your credit card processing, this report may be used to reconcile deposits made in GrowthZone to the deposits made directly to your back accounts. To view the individual payments that make up your deposits, use the Deposit Report.

  1. Click Reports in the Navigation Panel
  2. Select Deposit Summary Report.
    Deposit Summary Report.jpg
  3. Select your search filtering criteria.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow. By default, the report will include account name, deposit amount, deposit date, notes, and total payments.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by account name.
  7. Click Run Report.
Depost Summary Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List (N/A for Deposit Summary Report)
  • Save as New Report
  • Add as Favorite Report

Deposit Report

The Deposit Report provides a list of all payments that make up an individual deposit. It can be useful in reconciling to your bank account, and reviewing the results you received in the Deposit Summary Report. Summarize By Deposit Date to get a view of the total payments that made up a deposit. Can be filtered by payment type, so you can see checks/cash vs. credit card deposits..

  1. Click Reports in the Navigation Panel
  2. Select Deposit Report.
    CP Deposit Report.jpg
  3. Selected desired Deposit Date Range. If you do not select a date range, all deposits will be displayed in the report.
  4. (Optional) Enter additional Criteria / Filters.
  5. (Optional) Configure Display Options:
    • Select or deselect Fields to Display. By default the report will display: Amount, Deposit Date, Deposit Notes, Entered By, Paid From, Payment Date, Payment Type, Reference Number.
    • Summarize By: Select the option you wish to summarize by. For example, you may wish to summarize by the Deposit Date.
  6. Display Mode: Select Detail or Summary. NOTE: If Summary is selected, you will only see a count of the number of deposits.
  7. Click Run Report.
CP Deposit Report Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List (N/A for Deposit Report)
  • Save as New Report
  • Add as Favorite Report

Credit Card Processing Reports (GZ Pay)

GrowthZone Pay Monthly Statement

The GrowthZone Pay Monthly Statement summarizes all of your income from all of your payment gateways per month. The results can be filtered by payment gateway or date range.

  1. On the Billing module Overview tab, click GrowthZone Pay Monthly Statement in the Reports section. The report is automatically generated and will default to the current month.
  2. To change the filtering criteria, select desired filtering criteria: Payment Gateway, Month, Year.
  3. Click Refresh Report.
PG Monthly Summary.jpg

GrowthZone Pay Monthly Transfers

The GrowthZone Pay Monthly Transfers report provides a list of all transfers from a selected gateway, month and year. This report will give you all of the payments that match up with a specific transfers to your bank account and the initial transaction date. This report should be used to find the fees associated with credit card transactions so that you can make the appropriate journal entries into your accounting software.

One Row.png

NOTE: Your very first deposit (transfer) may take up to 7 days to be deposited. After that, deposits (transfers) are made daily and are typically composed of the payments that were processed two days prior for most US and Australia customers; seven days for other countries. For example, August 1st charges are deposited by August 3rd for most US and Australia customers; August 8th for other countries. August 2nd charges are deposited by August 4th for most US and Australia customers; August 9th for other countries. On occasion, banks may take 2-3 additional days to post funds. Also keep in mind that transfers that are scheduled on weekends or holidays won’t be accepted by your bank until the next business day. Also some US and Australia customers may initially be set for a seven day transfer while business activity is evaluated.


  1. On the Billing module overview tab, click GrowthZone Pay Monthly Transfers in the Reports section. The report is automatically generated and will default to the current month.
  2. To change the filtering criteria, select desired filtering criteria: Payment Gateway, Month, Year.
  3. Click Refresh Report.
Monthly Transfers 2.jpg

By clicking into the id link for a given date, you will be able to see the specific transfers along with the contact name, transaction ID, payment amount and fees.

CP Transfer Details.jpg

One Row.png

NOTE: An automated process will create a deposit, within the GrowthZone software, for each GrowthZone pay transfer. A separate deposit will be created for payments processed through bank accounts and payments processed to credit cards. The automated deposit will be for the Gross amount. See Deposits for further details.

GZ Pay Transfers Details Report

This report provides a detailed view of all credit card transactions processed on a specific date. The goods/services or events associated with a transaction inside a transfer can also be viewed, making this a great report for reconciling deposits.

  1. Select Billing in the left-hand navigation panel.
  2. On the Overview tab, click GZ Pay Transfer Details Report in the Reports section.
    CP GZ Transfer Details.jpg
  3. Configure the filters you wish for the report results:
    • Date Range: Enter the desired date range. Transfers paid that occurred in this range will be included in the report.
    • Card Type: If you wish to limit the results to one or more card types, select the desired type(s).
    • Additional Criteria / Filters: You can add additional filters as needed.
  4. Click Run Report.
Transfer Results.jpg

GrowthZone Pay Disputes

Disputes are an unfortunate part of accepting payments online, but they are not typically common. Disputes and the reasons for them (e.g., fraud) are ultimately your responsibility so you must take the appropriate actions to prevent and respond to disputes.

When a dispute is filed for a credit card charge, a notification is sent to the email listed in Credit Card Account/Dispute Notifications Email under the Payment Gateway settings. Within the email is a link that allows for answering the dispute. There is a dispute resolution process through which you can respond and submit evidence to make the case that the payment was valid. If the dispute is found in your favor, the disputed amount and fee is returned back to you. If a dispute is upheld, the card issuer’s decision is final and the cardholder’s payment remains refunded. NOTE: There is a specific Respond by Date, if a response is not received by this date the dispute is automatically lost.

The GrowthZone Pay Disputes report will provide further information of disputes, and also provide the opportunity to submit further documentation.

  1. Select Billing in the left-hand navigation panel.
  2. On the Overview tab, click GrowthZone Pay Disputes in the Reports section. A list of disputed transactions will be displayed.
Disputed Transactions.jpg

By clicking on a Transaction ID you can view further details of the dispute, and submit evidence supporting the validity of the charge.

Dispute Res CP.png

One Row.png

NOTE: A dispute may be filed simply because the purchaser does not recognize your name on their statement. You can edit how your name appears on the statement under Setup > Finance > Payment Gateways.

Payment Processing Report

The Payment Processing Report will allow you to view the date of transactions and the success/failure of those transactions.

  1. Click Reports in the left-hand navigation panel.
  2. Select Payment Processing Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
    Payment Processing Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Stored Payment Profiles Report

The Stored Payment Profiles Report provides a list of your contacts and their stored payment profiles (credit card or bank account). You can filter by when a transaction was last processed using the profile or when the profile was added. This can be useful if you want to track and reward members for setting up a payment profile. Built-in filters allow you to generate the report based on Payment Gateway Type, Payment Gateway, Last Successful Payment Date, and Profile Created Date.

  1. Click Reports in the Navigation Panel
  2. Select Stored Payment Profiles Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Store Payment Gateway Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Collections Reports

Collections Detail Report

The Collections Detail Report will allow you to search for over-due invoices based on invoice date, invoice due date, membership type, product category, goods/service type, sales person, etc. This report can help manage who has a membership that has been invoiced that has not been paid in full (then perhaps determining whether the membership is dropped, or whether you would reach out to the member). You can add additional filters, such as Days Past Due, to search for invoices that have aged beyond a certain number of days. Once the report is generated, you may use the list to generate a group that could be used for sending collections notices.

  1. Click Reports in the left-hand navigation panel.
  2. Select Collections Detail Report.
    Collections Details Report.jpg
  3. Select your search filtering criteria.
  4. Display Options
    • Fields to Display: Default fields are automatically included in your report. You may add or remove fields as needed. For Example, if you wish further details about a membership, you may wish to add Membership Join Date/Start Date and the Membership Type to the report.
    • Select a Summarize By option. For example, you can summarize the report by Contact Name to group together all of the invoices by contact.
    • Select desired Display Mode. Select Detail show individual invoices for a contact; or Summary to display the total of all contacts invoices.
  5. Click Run Report.
CP Collections Report Results.jpg

The report will show detailed information about the contact, the invoices items, number of days past due, etc. In the above example, the report was Summarize By contact name, and the Display Mode is set to Detail.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Collections by Member Report

The Collections by Member Report shows the total amount owed by a contact. It can be filtered by particular goods/services, salesperson, or due date ranges. It may be particularly useful for sending collections letters or for assigning salesperson follow-ups.

The report may be filtered in the following ways:

  • Created Date Between (created date = the date the invoice was created)
  • Invoice Date Between
  • Due Date Between
  • Membership Type
  • Good/Service Item
  • Good/Service Type
  • Product Category
  • Sales Rep
  • Only Show Past Due
  1. Click Reports in the left-hand navigation panel.
  2. Select Collections by Member Report.
    Collections by Member Filters.jpg
  3. Enter desired filtering options.
  4. Click Run Report.
    Collcetion by Member results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Open Invoices Report

The Open Invoices Report gives you a comprehensive list of all open invoices, as of the report date, so you can quickly see the names of individuals or businesses you've invoiced and the amount they need to pay. This can help you to manage your past dues, as well as analyze your expected cash flow.

One Row.png

NOTE: Invoices with an Invoice Date after the Report Date will not be included on this report.
  1. Click Reports in the Navigation Panel
  2. Select Open Invoices Report.
    Open Invoices Report Criteria.jpg
  3. Select your search filtering criteria.
  4. Optional - Enter a Search/Filter query. For example, if you wish to view only open invoices where the balance is over a certain amount, select Invoice Balance.
    Inv Balance.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact name.
  7. Click Run Report.
Open Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Billing - Historical & Planning Reports

Credit Memo Report

The Credit Memo Report will list all credit memos you have issued. It will provide an understanding of the offsetting transactions made to your chart of accounts. It can be filtered to just open credit memos, so that you can apply these to a member’s open invoices as needed.

  1. Click Reports in the Navigation Panel
  2. Select Credit Memo Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Credit Memo Report.jpg


See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Last Bill Date

The Last Bill Date report will allow you to generate a list of the last time a member was billed. It can be filtered by product type, for example, if you wish to view a list of the last time members were billed for Membership Dues.

Filtering options for the report include:

  • Date Range
  • Good/Service Type
  • Membership Type
  • Membership Status
  • Bill Frequency
  • Renewal Month
  1. Click Reports in the left-hand navigation panel
  2. Click Last Bill Date
    Last Bill Date.jpg
  3. Enter desired filtering options.
  4. Click Run Report.
    Last Bill Results1.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Membership Invoices by Month (Beta)

The Membership Invoices by Month report provides a monthly look at paid and unpaid memberships – grouped into months by membership activation date. It provides a calculation of the percentage of paid vs unpaid membership counts and monetary amounts for each month. The companion report is the Membership Invoices report which provides the details that make up the summary data.

  1. Click Reports in the left-hand navigation panel
  2. Click Membership Invoices by Month (Beta).

Recurring Billing Report

The Recurring Billing Report will provide you with a list of Scheduled Billing configured for your contacts. This will include all schedules, not just membership. Tip: This report can be used to view expected revenue based on the schedules, and, can be generated for a specified date range, or a specific Renewal Month.

Smallest.png

Summarize this report by renewal month, and you will have the total expected revenue on a monthly basis for budgeting purposes!


  1. Click Reports in the Navigation Panel
  2. Select Recurring Billing Report.
    Recurring Billing1.jpg
  3. Select your search filtering criteria. For example, you may wish to view just a selected renewal month.
  4. Optional - Enter a Search/Filter query. For example, if you wish to view recurring billing based on a particular sales person, select Sales Rep.
    Sales Rep Criteria.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by sales rep.
  7. Click Run Report.
Recurring Billing Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Refund Report

The Refund Report will generate a report of all refunds you have performed over a given date range. You can generate the report to display specific Saleable Items (Goods/Services), Saleable Item Type, and/or apply additional filter criteria. By default the report will display: Amount of Refund, Contact, Date of Refund, Goods/Service and Reference #.

  1. Click Reports in the Navigation Panel
  2. Select Refund Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Refund Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Sales by Contact Report

The Sales by Contact Report provides a way to analyze sales generated by all or specific members. The report may be filtered by member, specific date range, and custom search criteria. NOTE: This will display sales totals, whether the sale has been paid for or not.

  1. Click Reports in the Navigation Panel
  2. Select Sales by Contact Report.
    Sales by Member criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to generate the report for a specific date range.
  4. Optional - enter additional Criteria/Filters. For example, if you wish to generate the report based on membership type, select Membership Type.
    Sales By Member add criteria.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.
  7. Click the Run Report button.
Sales by Member Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Taxes Billed Report

The Taxes Billed Report shows the taxes that you have billed and owe to tax agencies. The report can be filtered by state and/or tax-set so you can better identify taxes owed to different entities.

  1. Click Reports in the Navigation Panel
  2. Select Taxes Billed Report.
    Taxes Billed Report criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to view a selected date range.
  4. Optional - Enter a Search/Filter query. This report will display all sales in your date range, if you wish to view only those that were taxed, you could enter tax amount greater than 0 as a filtering option.
    Taxable add criteria.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact.
  7. Click Run Report.
Taxes Billed Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Total Spending by Contact Report

The Total Spending by Contact Report will provide you with the total amount contacts have spent over a given time period. It can be filtered by product category (for example events vs. membership) to view contact spending patterns. This can help you in budgeting for future years.

  1. Click Reports in the Navigation Panel
  2. Select Total Spending by Contact Report.
    Total Spending Criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to generate the report for a specific Good/Service Type to view spending for just that type.
  4. Optional - enter additional Criteria/Filters.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.
  7. Click the Run Report button.
Spending Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Transactions by Contact

The Transactions by Contact report allows you to view accounting transactions for an individual contact or multiple contacts. The report, by default, will include all accounting transactions (Invoice, Payment, Over-payments, Refunds, Write-offs, and Credits). This report can be used to review and ensure that you have recorded all transactions for an individual contact or multiple contacts.

  1. Click Reports in the Navigation Panel
  2. Select Transactions by Contact.
    Transactions by Contact.jpg
  3. Select your search filtering criteria. For example, you may wish to generate the report for a specific Good/Service Type to view transactions for just that type.
  4. (Optional): Enter additional Criteria/Filters. For example, if you wish to view transactions for an individual contact, choose Name and enter the desired contact name, as shown below.
    Add Criteria GZ.jpg
  5. Select Display Options:
    • They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
    • Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.
    • Display Mode: Select Detail to view all the individual transactions, or select Summary to view the total number of transactions per contact.
  6. Click Run Report.
Transaction by Contact Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report
View Report of Voided Transactions

You can use the Transactions by Contact report to view voided invoices in a given date range. Set your Additional Filters/Criteria to TXN Type = Invoice (Voided). See Transactions by Contact report for further information on generating this report.

Transaction voided 2021 - 1.jpg

Voluntary Payment Report

The Voluntary Payment Report will provide you with information on voluntary fees that were either paid or not paid. This can help you in planning for the future of the programs for which you are asking for voluntary fees.

  1. Click Reports in the Navigation Panel.
  2. Click Voluntary Payment Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Voluntary Payment Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Write Off Report

The Write Off Report provides an itemized list of all write-offs issued during a selected date range. There are times when an invoice becomes non-collectible and you need to write it off and declare it as bad debt so you can clear the invoice out of your accounts receivable and reduce your net profit by its amount. The write off report will provide you with a visual of the write-offs and could be used for future planning if looked at from the perspective of expected sales/write-off.

  1. Click Reports in the Navigation Panel
  2. Select Write Off Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Write Off Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Chapter Reports

Member Roster

The Member Roster report provides the ability to generate a roster for a specific chapter. By default, the report will display the contact name, email and phone.

Click Reports in the left-hand navigation panel.

  1. Click Member Roster Billing Status. NOTE to easily locate reports, click Chapter in the Show Only drop-down list.
    Member Roster.jpg
  2. Select the desired Chapter from the drop-down list.
  3. (Optional) Add Additional Criteria / Filters if necessary.
  4. Display Options:
    • Add or remove the Fields to Display in your report.
    • (Optional) Select a Summarize By option.
    • Select the desired Display Mode.
  5. Click Run Report.
Mem Roster only.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report


Member Roster Billing Status

The Member Roster Billing Status report provides the ability to review the current financials for members in an individual chapter. This report will allow you to track billing for each chapter, including amounts that haven't been billed and those that are awaiting payment.

  1. Click Reports in the left-hand navigation panel.
  2. Click Member Roster Billing Status. NOTE to easily locate reports, click Chapter in the Show Only drop-down list.
    Member Roster Billing Status.jpg
  3. Select the desired Chapter from the drop-down list.
  4. Display Options:
    • Add or remove the Fields to Display in your report.
    • (Optional) Select a Summarize By option.
    • Select the desired Display Mode.
  5. Click Run Report.
Mem Roster Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Continuing Education/Certification Reports

Reports to help you view and analyze status of your certifications are available on the Certifications Overview tab.

Cert Overview Tab1.jpg

Continuing Education Progress Report

The Continuing Education Progress Report will provide an understanding of how an individual contact, or multiple contacts are progressing towards certification or participation in continuing education programs. The report may be filtered to a specific certification program, certification component, status, etc.

  1. In the Continuing Education Module, select the Overview tab.
  2. In the Reports section, click Continuing Education Progress Report.
    Continuing ed progress.jpg
  3. Select the desired filtering criteria:
    • Certification Type Name
    • Status
    • Certification Category
    • Certification Component Name
    • Enrollment Date
    • Additional Criteria / Filters
  4. Select desired Display Options
    • Fields to Display: Add or remove the fields you wish to include in your report.
    • Summarize By: Select a field by which you wish to summarize the report.
    • Display Mode
  5. Click Run Report.
Cert Progress Report Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Certification Summary Report

Using the Certification Summary Report, you can generate a list of all of your certifications and their associated settings (i.e. fees associated to the certification, whether the certification requires approval, number of contacts with active certificates, and so on). This report may be a quick way to verify settings for all of your certification programs.

This report may be filtered to specific certification types, categories, components, objectives, or your custom filter criteria.

  1. Click the certifications Overview tab.
  2. Click Certification Summary Report in the Reports section.
    Cert Summary Report.jpg
    • Certification Type Name: This is a type ahead box. If you wish to filter the report to a specific certification, begin typing the name of the certification, and select it from the list. If left blank the report will be generated for all certifications.
    • Certification Category: If you wish to filter the report to a specific certification category, select if from the list. If left blank, the report will include all categories.
    • Certification Component Name: This is a type ahead box. If you wish to filter the report to a specific component, begin typing the name of the component, and select it from the list. If left blank the report will include all components.
    • Additional Criteria / Filters: Add any additional filtering criteria as needed.
  3. Display Options:
    • Fields to Display: Add or remove fields to be included in the report as needed.
  4. Summarize By: If you wish to group the report results in a certain way (for example, if running the report for a specific certification for the purpose of verifying the component settings, you may wish to summarize by Component Name).
  5. Display Mode: Select Details to see the full details of all settings or select Summary to view totalized results.
  6. Click the Run Report button.
Cert Summary Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Certification Individual Report

The Certification Individual Report provides a way for you to filter to an individual contact or organization, and display all certifications, components and/or objectives the individual has met, as well as completion date. As with all reports, this report can be printed or emailed, if you need to send it to the participant or other interested parties.

Certification Roster Report

The Certification Roster Report may be used by by staff person,holding a certification training event, to create a roster OR sign in sheet. The roster may be generated for all components or a single certification component, as well as for a specific date range. A default Certification Roster documentation template is provided in your database so that you can easily create a sign in sheet. You may view and/or edit this template via the Documentation Generation functions. See Setting Up Document Templates for further information on configuring and uploading templates.

  1. Click the Certifications Overview tab.
  2. Click Roster in the Reports section.
    Roster Report.jpg
  3. Select from the following filtering criteria:
    • Certification Item: Begin typing the name of the component. Type ahead functionality will allow you to select the desired component. This selection is required.
    • Start Date Between: Select a date range, if you wish to generate the report for specific dates.
    • Additional Criteria / Filters: Select additional filters as needed.
    • Display Options: Add or remove display options as needed. NOTE: If you wish to use the Mail Merge functionality, you must include all of the fields you wish to merge. Additionally, if you wish to use the roster as a sign in sheet, add the Sign In and Sign Out fields to include blank columns for this purpose in your output.
    • Select any desired Summarize by options.
  4. Click Run Report.
  5. To create the mail merged roster, click the down arrow on the Run Report button.
  6. Click Mail Merge.
  7. Select the desired template from the list. NOTE: Only templates designed as Certification Roster type will be available for selection. If needed, click the Grayplus.jpg to upload a new template. See Setting Up Document Templates for further information on configuring and uploading templates.
  8. Select the desired output format: PDF or Word Document.
  9. Click Done.

The file will download, and you can make any necessary changes prior to printing out your roster.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Event Reports

Various reports are available for you to analyze your events.

Event Attendees Report

The Event Attendees Report would provide the information on what events a contact has attended. Allows you to generate a list of event attendees, filtered by a specific date range, event category, calendar, list, event, attendee registration status, and/or customized search criteria. Example usage of this report includes analyzing attendance in specific event categories, or to view a list of all contacts who have been invited to events in a specified date range, but have not attended. This report could also be used to identify all event registrations for individuals associated with a specific organization.

  1. Click Reports in the Navigation Panel
  2. Select Event Attendees Report.
  3. Select your search filtering criteria.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options. The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by Event Name.
  7. Click Run Report.
Event Attendees Report.jpg

Event Activity Report

Allows you to generate a list of a contact's event-related activity The report may be filtered to view the event activity for an individual contact or all contacts, within or for a specified date range, a specific event, registration status, and/or customized filtering criteria.

  1. Click Reports in the Navigation Panel (Or go to the orange Actions button in the Attendees or Attendees Purchases tab)
  2. Select Event Activity Report.
    Event Activity Report.jpg
  3. Select your search filtering criteria. NOTE: To exclude event attendees that are not contacts, click the Display Only Contacts check-box.
  4. Optional - Enter Search/Filter query.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by Event Name.
  7. Click Run Report.
Event Activity Results.jpg

Event Discount Use Report

Provides you with statistics on how discounts are being used. You can generate the report for a specific registration date range, one or more events, and/or by adding additional filtering criteria (including a particular discount.

  1. Click Reports in the Navigation Panel
  2. Select Event Discount Use Report.
    Event discount filter.jpg
  3. Select your search filtering criteria. For example, if you wish to view discount use for a specific event, select an option from the Event drop down-list.
  4. Optional - Enter a Search/Filter query. For example, if you wish to view the report based on a specific discount select Discount Name.
    Early Dis Criteria.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by event name.
  7. Click Run Report.
Discount Results.jpg

Event Sessions Report

The Event Sessions Report can be used to generate a report of all session registrants. You can run the report for an individual session and use the report as a check-in roster, or run the report for all the sessions offered at your event.

  1. Click Reports in the left-hand navigation panel.
  2. Click Event Sessions Report.
    Event Sessions Report CP.jpg
  3. Select desired filtering criteria:
    • Event Name: Select the desired event. If no selection is made all events will be included in report results.
    • Event Session: Select the desired session. If no selection is made, all sessions will be included in report results.
    • Event Timeslot: Select the desired timeslot. If no selection is made, all timeslots will be included in report results.
    • Display Only Contacts: Select this option if you wish to see only registrants that exist as contacts in your database.
    • Contact: If you wish to see only an individual contact, enter the name of the contact.
    • Additional Criteria / Filters: You may add additional filters by clicking the grey plus button.
    • Display Options:
      • Fields to Display: Default fields are included in the report. You can add or remove fields as needed.
      • Summarize By: If needed, select a summarize by option. This will group the report results by the field selected. For example, if you are running a report for all of an event's sessions, you may wish to summarize by the Session Name.
      • Summarize By: Select Detail to view details of sessions or select Summary to view a total of sessions (without attendee names).
  4. Click Run Report.
Event sessions report results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Event Sponsorships By Contact Report

The Event Sponsorships By Contact Report provides the ability to view sponsors with various filters. The report allows you to filter by event date range, event category, calendar, event name, membership category, and to filter by displaying contacts.

  1. Click Reports in the left-hand navigation panel.
  2. Click Event Sponsorships By Contact Report.
    Event sponsor by contact.jpg
  3. Select desired filtering criteria:
    • Event Date Range: Select the date(s). If no selection is made all events will be included in report results.
    • Event Category: Select the desired category. If no selection is made, all categories will be included in report results.
    • Event Calendar: Select the desired calendar. If no selection is made, all calendars will be included in report results.
    • Event: Select the event that you would like to report on. If no selection is made, all events will be included in report results.
    • Membership Category: Select the desired category. If no selection is made, all categories will be included in report results.
    • Display Only Contacts: If your events included sponsors that were not contacts in the database, you may filter them out by selecting to include only those that are contacts in the software.
    • Display Options:
      • Fields to Display: Default fields are included in the report. You can add or remove fields as needed.
      • Summarize By: If needed, select a summarize by option. This will group the report results by the field selected. For example, if you are running a report for all of an event's sessions, you may wish to summarize by the Session Name.
      • Summarize By: Select Detail to view details of sponsors or select Summary to view a total of sponsors (without sponsor names).
  4. Click Run Report.
Event sponsor results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Events Overview Report

The Events Overview Report provides the ability to view summary information about one or multiple events. This report can be useful in summarizing attendance, and registration fees generated by your events.

  1. Click Reports in the left-hand navigation panel.
  2. Click Events Overview Report.
  3. Select desired filtering criteria:
    • Event: Select one or multiple events to include in the report.
    • Event Category: Select one or multiple event categories to include in your report.
    • Event Start Date Range: Select the desired date range for your events.
    • Event Status: Select the desired event status(es), or leave blank to include all statuses.
    • Additional Criteria / Filters: Select additional filtering criteria as needed.
    • Display Options:
      • Fields to Display: Default fields are included in the report. You can add or remove fields as needed.
      • Summarize By: If needed, select a summarize by option. This will group the report results by the field selected.
      • Summarize By: Select Detail to view details of exhibitors or select Summary to view a total of exhibitors (without exhibitor names).
  4. Click Run Report.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Save as New Report
  • Add as Favorite Report

Exhibitor Activity Report

The Exhibitor Activity Report provides the ability to view event exhibitors. The report filters by exhibitor name, event date range and exhibitor type.

  1. Click Reports in the left-hand navigation panel.
  2. Click Exhibitor Activity Report.
    Exhibitor activity report.jpg
  3. Select desired filtering criteria:
    • Exhibitor Name: Select the exhibitor you would like to report on. If no selection is made all exhibitors will be included in report results.
    • Event Date Range: Select the desired date range. If no selection is made, all dates will be included in report results.
    • Exhibitor Type: Select the desired Exhibitor Type. If no selection is made, all types will be included in report results.
    • Display Options:
      • Fields to Display: Default fields are included in the report. You can add or remove fields as needed.
      • Summarize By: If needed, select a summarize by option. This will group the report results by the field selected.
      • Summarize By: Select Detail to view details of exhibitors or select Summary to view a total of exhibitors (without exhibitor names).
  4. Click Run Report.
Exhibitor results.jpg

Fundraiser Reports

Donation Summary

The Donation Summary tab in the Fundraising module will display a list of all donors to all campaigns. The summary may be filtered to a specific date range and/or a specific donor.

Donation Summary.jpg

Fundraiser History by Donor

The Fundraising History By Donor Report allows you to easily view the sum of donations for individual donors or all donors. It may be filtered to specific campaigns, or all of your current campaigns. If you have had a major push in fundraising over a period in time, you can filter the report to a selected date range. This report can be used to quickly generate a report of all Messages, Tribute Names and In Recognition of information gathered from donors.

  1. Click Reports in the Navigation Panel
  2. Select Fundraising History By Donor Report.
    Donor report search criteria 2020.jpg
  3. Select your search filtering criteria. For example, if you would like to see donation history by a specific contact, type the name of the contact in the Contact text box.
  4. Optional - Enter a Search/Filter query. For example, if you would like to see the history for a specific fundraising campaign, select Campaign Name.
  5. Select Display Options:
    • The report is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
    • Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by campaign name.
    • 'Display Mode: Select Detail to view each individual donor and the donations to each campaign. Select Summary to see a total number of donations and the donation amount.
  6. Click Run Report.
Donor report 2020.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Add as a Favorite Report

Recurring Donation Report

The Recurring Donations Report allows you to generate a list of all contacts who have setup recurring donations for a fundraiser. This report can be generated for all fundraisers or a specific fundraiser.

  1. Click Reports in the Navigation Panel
  2. Select Recurring Donations Report.
    Rec Don Criteria.jpg
  3. Select your search filtering criteria. For example, if you would like to see recurring donations for a specific fundraiser, or a specific contact.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options:
    • The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
    • Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by campaign name.
    • Display Mode: Select Detail to display each individual donor and their recurring donation. Select Summary to see the total number of donors, and the total of their donations.
  6. Click Run Report.
Rec Donations Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Add as a Favorite Report

Lists/Committees Reports

Contacts List/Committee Report

The Contact List/Committee Report may be used to generate a report of all of your lists/committees and the individuals associated to those lists/committees. The report may be filtered by an individual contact if you wish to see all group membership for an individual and/or by a specified date range.

  1. Click Reports in the Navigation Panel
  2. Select Contact List/Committee Report.
  3. Select your search filtering criteria.
  4. Click Run Report.
Contact Lists Committees Report.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Unsubscribed Lists/Committees Report

The Unsubscribed Lists/Committees Report will provide you with a comprehensive list of contacts who have unsubscribed from list/committee(s). This report can be used to identify contacts who should be deactivated from lists/committee(s). Add a summary filter of Contact name to view each contact and the list/committees that they belong to.

  1. Click Reports in the Navigation Panel.
  2. Click Unsubscribed Lists/Committee Report.
  3. Select the desired filters for your report. For Example: If you wish to view results for select lists/committees choose from the Lists/Committees drop-down list.
  4. Add Additional Filter/Criteria you wish. For Example: If you wish to view contacts whose membership status is active, add Contact Membership Status = Active.
  5. Select the fields to display you wish to include in the report. For example: You may wish to include the Contact Membership Status, to help in identifying contacts that no longer have active memberships.
  6. (Optional) Select a Summarize By option. If you are running the report for all lists/committees you may wish to summarize by the lists/committees.
  7. Click Run Report.

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Project/Tasks Reports

Project Started by Quarter

The Project Started by Quarter report allows you to generate a list of all projects started in each quarter of a selected year. The report may be filtered on project status, project categories, and custom filtering options.

  1. Click Reports in the Navigation Panel
  2. Select Project Started by Quarter.
    Started criteria.jpg
  3. Select your search filtering criteria. For example, if you wish to view only a specific project category, select from the Project Categories drop down list.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options:
    • They system is setup with default fields to display in your report. You may remove fields by clicking on the Fields to Display drop-down arrow. By default, the report will include Q1, Q2, Q3, Q4, Type and total.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by project Type.
    • Display Mode: Select Detail to view a list of all project types, and the total of each type started per quarter. Select Summary to simply view the total of all project types started per quarter.
  7. Click Run Report.
Projects results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Project Summary Report

The Project Summary Report allows you to generate a list of some or all projects along with the name of the project owner. The report may be filtered by project status, project type, project start and/or end date, project category, and custom filter criteria. This report can be useful in analyzing the number of open projects, number of projects assigned to an individual, and so on.

  1. Click Reports in the Navigation Panel
  2. Select Project Summary Report.
    Proj Summary Criteria.jpg
  3. Select your search filtering criteria. For example, if you are looking for a specific type of project, select a Project Type from the drop-down list.
  4. Optional - Enter a Search/Filter query. For example, if you are looking for projects assigned to a specific staff member, select Project Owner.
    Proj Summary Extra Filters.jpg
  5. Select Display Options:
    • The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow. By default, the report will include project name, category, project owner, type, and total projects.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by project owner.
    • Display Mode: Select Detail to view a listing of all projects and associated fields selected for the report. Select Summary to simply see the total number of projects, based on your filtering criteria.
  7. Click Run Report.
Project Summary results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Projects Report

The Projects Report can be used to analyze the status of your current project, for example, project that are past completion date. The report may be generated based on project type, project status, project category, completed or incompleted tasks, last communication, past estimated completion date, date range, and custom filtering criteria.

  1. Click Reports in the Navigation Panel
  2. Select Projects Report.
    Projects Report Criteria.jpg
  3. Select your search filtering criteria. For example, if you are looking for a specific type of project, select a Project Type from the drop-down list.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options:
    • The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
    • Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by project type.
    • Display Mode:
  6. Click Run Report.
Project Report Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Task Report

The Task Report allows you to generate a list of all tasks. Use this report to identify open tasks, tasks assigned to specific staff members, incomplete tasks, and so on.

  1. Click Reports in the Navigation Panel
  2. Select Task Report.
    Task Report Criteria.jpg
  3. Select your search filtering criteria. For example, if you are looking for tasks assigned to a specific staff member, select the staff member name from the Assigned to drop-down list.
  4. Optional - Enter a Search/Filter query. For example, if you wish to view tasks that are estimated to be completed by a certain date, select Estimate End Date.
  5. Select Display Options:
    • The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by Assigned To.
    • Display Mode: Select Details to see a listing of ALL tasks, and the associated fields you chose to display. Select Summary to simply see a total of tasks that meet your filtering criteria.
  7. Click Run Report.
Task Report Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Sales Funnel Reports

The software provides a variety of reports that you can use to analyze your sales opportunities.

Sales Funnel Report

The Sales Funnel Report provides you with many ways to analyze the opportunities in your funnel. For Example, you may analyze based on salesperson, sales source, sales probability and so on.

  1. Click Reports in the Navigation panel.
  2. Click Sales Funnel
    Screenshot of the Member Recruitment Report
  3. Select Desired filters for your report:
    • Sales Persons - This filter option will help you identify sales opportunities by sales person.
    • Sales Statuses - This filter option will help you to identify the status of your sales opportunities: Won, Lost, Active, On Hold, Pending, Prospect.
    • Sales Stages - This filter will help you to identify the current stages of your opportunities. Sales Stages are customized by you.
    • Sales Source - This filter will help you to identify where your sales opportunities are coming from.
    • Sales Categories - This filter will help you to identify the types of sales opportunities currently in your Member Recruitment "funnel".
    • Created Date Range - This filter allows you to view only sales opportunities created in a selected date range.
    • Won/Lost Date Range - This filter will help you to identify won/lost sales opportunities in a selected date range.
    • Estimated Close Date - This filter will help you to view sales opportunities expected to closed in a selected date range.
    • Probability - This filter will help you to identify the probability of winning (or losing) sales based on the probability range that you enter.
    • Criteria / Filters - You can select additional filtering options for your report by clicking the + button next to Criteria/Filters.
  4. Display Options:
    • Fields to Display: Select the items that you want to include in your report. Default fields are included, and you may select additional fields (or remove default fields) by clicking the Fields to Display box.
    • Summarize By: This option allows you to select how you want to summarize the results of your report. For Example, you may want to summarize the report by sales person or by probability.
    • Display Mode: This options allows you to display your report results summarized or detailed.
  5. Click Run Report to generate the report. In the example below, the report was generated to see the total value of all sales opportunity wins, summarized by sales person, in detail display mode.
Sales Funnel Report Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Sales Opportunity Communication Report

The Sales Opportunity Communication Report will show you a list of sales opportunities, and the number of days since the last communication. This report may be generated by sales person, sales status, sales stage, sales category and sales source. You may add additional filters as needed.

  1. Click Reports in the Navigation panel.
  2. Click Sales Opportunity Communication Report
    Sales Opp Comm Report.jpg
  3. Select Desired filters for your report:
    • Sales Persons: This filter option will help you identify sales opportunities communications by sales person.
    • Sales Statuses: This filter option will help you to identify the status of your sales opportunities: Won, Lost, Active, On Hold, Pending, Prospect.
    • Sales Stages: This filter will help you to identify the current stages of your opportunities. Sales Stages are customized by you.
    • Sales Source: This filter will help you to identify where your sales opportunities are coming from.
    • Sales Categories: This filter will help you to identify the types of sales opportunities currently in your sales "funnel".
    • Criteria / Filters: You can select additional filtering options for your report by clicking the + button next to Criteria/Filters.
  4. Display Options:
    • Fields to Display: Select the items that you want to include in your report. Default fields are included, and you may select additional fields (or remove default fields) by clicking the Fields to Display box.
    • Summarize By: This option allows you to select how you want to summarize the results of your report. For Example, you may want to summarize the report by sales person or by probability.
    • Display Mode: This options allows you to display your report results summarized or detailed.
  5. Click Run Report to generate the report.
Sales Comm Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Sales Proposal Report

The Sales Proposal Report allows you to generate a list of all the sales proposals you have created. The report may be filtered by sales rep, sales category, sales stage, sales discount, proposal template, valid until date, accepted on date, is accepted, and custom filtering criteria. You may wish to use this report to analyze the number of proposals completed by your sales rep, to view proposals that are nearing the end of their valid date, and so on.

  1. Click Reports in the Navigation Panel.
  2. Select Sales Proposal Report.
    Sales Proposal Report Criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to view just a selected date range.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options:
    • The system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
    • Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by sales rep.
    • Display Mode: Select Detail or Summary.
  6. Click Run Report.
Sales Proposal Report Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Timeline Report

The Timeline Report allows you to generate a listing of the timeline entries found in the Member Recruitment "funnel"M. Grouping the report by Contact Name provides an at a glance view of all contacts in the funnel, and the associated timeline items.

  1. Click Reports in the Navigation Panel
  2. Select Timeline Report.
    Timline report criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to view those timeline items that are in Active sales status.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options.
    • The system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
    • Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact name.
    • Display Mode: Select Detail or Summary.
  6. Click Run Report.
Timeline Report Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Timeline Summary Report

The Timeline Summary Report summarizes all timeline items for each sales opportunity in your database.

  1. Click Reports in the Navigation Panel
  2. Select Timeline Summary Report.
    Timeline Summary Criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to view those timeline items that are in Active sales status.
  4. (Optional) Enter a Search/Filter query.
  5. Select Display Options:
    • The system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
    • Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by sales person.
    • Display Mode: Select Detail or Summary.
  6. Click Run Report.
Summary report results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Store Reports

Store Product Purchases

The Store Product Purchases report will generate a list of all product sold through your store. This list can be generated for an individual contact, or all contacts. Additionally you can filter the report on specific products and/or specific date ranges.

  1. Click Reports in the Navigation Panel.
  2. Select the Store Product Purchases Report.
    St Product Purchases.jpg
  3. Enter desired filtering criteria:
    • To view purchases for an individual contact, begin typing the name in the Contact Name text box. If the contact exists in your database, the type ahead functionality will display a list of contacts for you to choose from. If Contact Name is left blank, the report will be generated for all contacts who have made purchases.
    • To view purchases in a particular date range, select a predefined date range (i.e. Last Week, Last Quarter, etc.) or select beginning and end dates from the calendars.
    • To view purchases for a selected product, begin typing the name of the product in the Product Name text box. If the product exists in your database, the type ahead functionality will display a list of products for you to choose from. If Product Name is left blank, the report will be generated for all products sold.
    You may select additional Criteria / Filters to customize the results of your report.
  4. Configure the Display Options as needed:
    • By default the Fields to Display in the report include: Order Date, Short Description, Quantity, Total Amount, and Contact Name. You may change or add additional fields to your report by clicking into the Fields to Display box.
    • The Summarize By option allows you to group together the results of your report. For Example, you might select Contact Name to group the results by contact.
    • The Display Mode may be either Detail or Summary. If you have selected a summarize option, detail will show all the transactions whereas summary will show only the total of all transactions.
  5. Click Run Report.
Purchases Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Store Products report

The Store Products report will generate a list of all of your store products, along with the number sold of each item, and the number of orders for each item. The report may be filtered by date range so you can see what you have sold over a period of time, by specific categories, or saleable item.

  1. Click Reports in the Navigation Panel.
  2. Select the Store Products report.
    Store Products Filter.jpg
  3. Enter desired filtering criteria:
    • To view products in a particular date range, select a predefined date range (i.e. Last Week, Last Quarter, etc.) or select beginning and end dates from the calendars.
    • To view a specific product, begin typing the name of the product in the Product Name text box. If the product exists in your database, the type ahead functionality will display a list of products for you to choose from. If Product Name is left blank, the report will be generated for all products.
    • To view a specific saleable item, begin typing the name of the item in the Saleable Item text box. If the saleable item exists in your database, the type ahead functionality will display a list of the items for you to choose from. If this field is left blank, the report will be generated for all saleable items.
    • You may select additional Criteria / Filters to customize the results of your report.
  4. Configure the Display Options as needed:
    • By default the Fields to Display in the report include: Orders Number, Product Name, Saleable Item, and Total Sold. You may change or add additional fields to your report by clicking into the Fields to Display box.
    • The Summarize By option allows you to group together the results of your report. For Example, you might select Product Name to group the results by product.
    • The Display Mode may be either Detail or Summary. If you have selected a summarize option, detail will show all the transactions whereas summary will show only the total of all transactions.
  5. Click Run Report.
Store Products Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report

Web Content Reports

Web Content Activity Report

The Web Content Activity Report allows you to generate statistics on web content use. You will be able to view content items that were recently entered, content that is expiring soon, activity for specific web content types (Blogs, Hot Deal, Job Postings, etc.).

  1. Click Reports in the Navigation Panel
  2. Select Web Content Activity Report.
    Web Criteria.jpg
  3. Select your search filtering criteria. For example, you may wish to view a specific Content Type.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by contact.
  7. Click Run Report.
Web results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Mailing Labels
  • Save as New Report
  • Add as Favorite Report
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