Reporting on Transactions and Payments

Reporting on Transactions and Payments

Associations and Clubs using online registration and payments will most likely need to report on registration, transaction and payment information.

1. From the main Association/League menu, select the Reports icon:
   
   
   
   
2. Click on Member Reports to bring up the following screen:
   
   
   
   
3. Select the fields that you would like to appear in the report by ticking the boxes next to the field names.
4. Select any filters that you wish to apply (ie. for transactions between certain dates) to the report.
5. From the ‘Show’ drop down box in the ‘Options’ area, select either Unique Records Only or Summary Data.
6. Click Run Report to generate the report.

Some common transaction reports include:

Product Sales Summary for Online Credit Card sales

1. Un-tick Personal > First Name
2. Un-tick Personal > Surname
3. Un-tick Personal > Active Record
4. Tick Transactions > Product (is not blank)
5. Tick Transactions > Quantity
6. Tick Transactions > Amount Due
7. Tick Transaction > Transaction Status (equals Paid)
8. Tick Transactions > Payment Type (equals Online Credit Card)
9. Options > Show = Unique Records Only
10. Sort By = Transaction Date

Online Credit Card Transaction Summary by Product

1. Tick Personal > First Name
2. Tick Personal > Surname
3. Tick Personal > Active Record (equals ‘Yes’)
4. Tick Transactions > Product
5. Tick Transactions > Transaction Status (equals Paid)
6. Tick Transactions > Payment Type (equals Online Credit Card)
7. Options > Show = Summary Data