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 ...
Member Custom Question Dashboard Report
The Member Custom Question 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 answer...
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 ...
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 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 or...
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 (leavin...
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...
Member Transaction (Basic Details) Report
1. Go to Reports , click on Tabular Reports. 2. Next to the Member Transaction  Report (Basic Details), click View Report . This Member Transaction report, provides basic details into the transactions that have occurred for you...
Member Transaction (Full Details) Report
1. Go to Reports , click on Tabular Reports. 2. Next to the Member Transaction  Report (Full Details), click View Report . This member transaction report provides a much more detailed list of not only the transactions members have p...
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 (c...
How do I view an individual graph in full screen?
With the change in reporting modules, viewing these reports have changed in relation to the viewability. These individual graphs display within one big view however you know have the ability to view each of these small graphs in a full screen view. ...
Report Dashboards: How do I export the graphs and reports?
With the change in the reporting module, the way you export the report as a whole or the individual graphs 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). ...
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...
Dashboard Reports: Filtering
There has been some changes to the way the Dashboard reports can be filtered, now admins are able to filter via a variety of different fields depending on what they want out of the dashboard. This filtering option is available in all the Dashboard r...