Reports

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Financial Transactions Dashboard Report
The Financial Transactions Dashboard Report will display information within individual graphs in which you can then export as individual graphs or one large graph. This dashboard report is available to all Organisations. 1. Go to Reports . 2. On ...
Question Data Dashboard Report
The Question Data Dashboard Report will display information within individual graphs in which you can then export as individual graphs or one large graph. This dashboard report is available to all Organisations. The custom questions answered by mem...
Settlement Summary Dashboard Report
The Settlement Summary Dashboard Report will display information within individual graphs in which you can then export as individual graphs or one large graph. This dashboard report is available to all Organisations. 1. Go to Reports . 2. On the ...
Membership Dashboard
The Membership Dashboard report displays information within individual graphs related to the types of members in your organisation and orders based on member types. It displays graphs related to members: how many products members have purchased o...
Advanced Member Report
1. Go to Reports , click on Tabular Reports. 2. Next to the Advanced Member Report , click View Report . The Advanced Member Report will display the information for members related to: contact details selected member types national n...
Advanced Member Report - Mobile Display
Formatting Mobile Display In response to a number of requests to reformat Advanced Member CSV file exports, we have identified the quick steps to get it in a more usable format below. Once Admins run and export the Advanced Member Report (Reminder...
Advanced Clearance Report - Transferred In
1. Go to Reports , click on Tabular Reports. 2. Next to the Advanced Clearance Report - Transferred In , click View Report . This clearance report allows you to view what members have been transferred into your organiastion (receiving organ...
Advanced Clearance Report - Transferred Out
1. Go to Reports , click on Tabular Reports. 2. Next to the Advanced Clearance Report - Transferred Out , click View Report . This clearance report allows you to view what members have been transferred out of your organiastion (leaving orga...
Admins and Contacts Report
1. Go to Reports , click on Tabular Reports. 2. Next to the Admins & Contact Report, click View Report . This Admins & Contacts Report  provides a table related to the current admin users for your organisation. If you are at hi...
Transaction Report (Basic Details)
1. Go to Reports , click on Tabular Reports. 2. Next to the Transaction  Report (Basic Details), click View Report . This Member Transaction report, provides basic details into the transactions that have occurred for your organisatio...
Transaction Report (Full Details)
1. Go to Reports , click on Tabular Reports. 2. Next to the Transaction  Report (Full Details), click View Report . This member transaction report provides a much more detailed list of not only the transactions members have purchased b...
Organisation Detail Report
1. Go to Reports , click on Tabular Reports. 2. Next to the Organisation Detail  Report, click View Report . This Organisation Detail Report provides information related to your organisation in terms of: level of organisation (club...
Report Dashboards: How do I export the graphs and reports?
With the change in the reporting module, the way you export the individual graphs/tables has changed. You have the ability to export these reports and graphs into a Image file or CSV file (some reports allow you to export in PDF). EXPORT INDIVIDUA...
Tabular Report: exporting reports
Exporting the Tabular Reports is slightly different than exporting the reports from the Reports Dashboard. The reports can be exported into a PDF, Image or CSV file. To export these reports, click on the second set of three dots in the top righ...
Tabular Reports: Filtering
There has been some changes to the way the Tabular reports can be filtered- previously they could only be filtered by certain fields however now admins are able to filter via a variety of different fields depending on what they want out of the repor...