Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

List of Available Reports

  • Updated:

This article provides a listing and brief descriptions of the reports you can choose from in Recreation Management (formerly CivicRec).

Reports tab listing of report categories.

 

Article Navigation

 

Custom Reports

Learn how to create and save custom reports to add to the Custom Reports tab.

 

Go to Article Navigation

 

Transaction Reports

  • Transaction Report: View transactions based on specified criteria
  • Transaction Detail: Access transactions with details, based on specified criteria
  • Transaction Summary: Provides a summary of transactions
  • Transaction Summary (With Report Pickup): Provides a summary of transactions
  • Transactions by Activity Detail: Transactions with details, sectioned and tallied by activity
  • Transactions by Category and Activity: Transaction details that are sectioned and tallied by category and activity
  • Transaction Summary by Category, Activity, and Session: View a summary of transactions sectioned and tallied by category, activity, and session
  • Transaction Summary by Category and Activity: See a summary of transactions sectioned and tallied by category and activity
  • Transactions by Receipt Location: Transactions sectioned and tallied by receipt location
  • Transactions by Receipt Location Summary: View a summary of transactions, tallied by receipt location
  • Transactions by Receipt Location Summary (With Report Pickup): View a summary of transactions, tallied by receipt location
  • Transactions by Receipt Location Detail: Access transactions with details, sectioned and tallied by receipt location
  • Transactions by Cost Center: View transactions sectioned and tallied by cost center
  • Transactions by Cost Center Summary: Summary of transactions, tallied by cost center
  • Transactions by Cost Center Detail: Transactions with details, sectioned and tallied by cost center
  • Transactions by Item Location Summary: View a summary of transactions, tallied by item location
  • Transactions by Item Location Detail: View transactions with details, sectioned and tallied by item location
  • Transactions by Employee: See transactions sectioned and tallied by each employee
  • Transactions by Employee Detail: Transactions with details, sectioned and tallied by employee
  • Transactions by Payment Type: View transactions sectioned and tallied by payment type
  • Transactions by Payment Type Detail: Transactions with details, sectioned and tallied by payment type
  • Registration Summary: Summary of registrations, tallied by activity, including a comparison of new and returning users
  • Registration Detail: View registration transactions with details, sectioned and tallied by activity
  • Revenue Per User: Provides a summary of total revenue per user
  • Revenue Per Family: View a summary of total revenue per family
  • Refund Report: See refund transactions based on specified criteria
  • POS Summary Report: View summary of POS items and quantities
  • POS Summary by Location: A summary of POS items and quantities, sectioned and tallied by location
  • POS Location Summary by Item: Summary of POS totals per location, sectioned and tallied by item
  • POS Detail Report: View POS item sales individually, sectioned by item
  • Merchant Log: View messages to and from the merchant account
  • Auto Billing Report: Access auto billing approvals/declines

 

Go to Article Navigation

 

GL / Revenue Reports

  • General Ledger Summary: View a summary of GL accounts by date, tallied by GL code
  • General Ledger Summary (With Report Pickup): View a summary of GL accounts by date, tallied by GL code
  • Long-Term GL Summary: General Ledger Summary report designed for large time periods
  • GL Summary By User: General Ledger Summary report grouped by user
  • GL Summary By Date: General Ledger Summary report, grouped by date
  • Deferred GL Recognition Summary: View a summary of deferred revenue by date
  • General Ledger Detail: View GL accounts by date, sectioned and tallied by GL code
  • General Ledger Detail (With Report Pickup): View GL accounts by date, sectioned and tallied by GL code. The Report Pickup option is recommended for larger data sets that take more time to process
  • Deferred GL Recognition Date Summary: View a summary of deferred revenue by date, tallied by GL code. Used with the double-entry accounting module
  • Deferred GL Recognition Summary by Date: See a summary of deferred revenue by date, tallied by GL code. Used with the double-entry accounting module
  • Deferred GL Recognition Detail: View a detailed listing of deferred revenue. Used with the double-entry accounting module
  • GL Summary By Receipt Location: A summary of GL accounts by date, tallied by receipt location and GL code
  • GL Detail By Receipt Location: See GL accounts by date, sectioned and tallied by receipt location and GL code
  • GL Summary By Cost Center: Access a summary of GL accounts by date, tallied by cost center and GL code
  • GL Payment Summary By Cost Center: View a summary by payment type of GL accounts by date, tallied by cost center and GL code
  • GL Cost Center Payment Summary By Receipt Location: View a summary by payment type of GL accounts by date, tallied by cost center and GL code, sectioned by receipt location
  • Deferred Revenue Summary: See a summary of deferred revenue, tallied by deferred code
  • Deferred Revenue Detail: View transactions with details, sectioned and tallied by deferred code
  • Unearned Revenue Summary: View a summary of unearned revenue, tallied by cash code
  • Unearned Revenue Detail: View transactions with details, sectioned and tallied by cash code

 

Go to Article Navigation

 

AR Reports

  • Balance Due Summary by Account: View a summary of balances due, tallied by account
  • Balance Due by Account: See a listing of balances due, sectioned and tallied by account
  • Account Balance by Date: View a listing of balances due and 30/60/90/120 days overdue balances, sorted by effective date
  • Balance Summary by Category, Activity, and Session: Provides a summary of balances due sectioned and tallied by category, activity, and session
  • Balance Detail by Session: See a detailed listing of balances due sectioned by session
  • Account Receivable Balance with Aging: A list of all accounts receivable (AR) balances listed in columns showing account age
  • Account Credits with Aging: A list of all accounts with credit balances listed in columns showing the amount of time the credit has shown no activity
  • Consolidated AR Report: A list of all accounts with both balances and credits current as of the date selected

 

Go to Article Navigation

 

Addon / Discount Reports

  • Addon Summary: Get an overview tallied by addon
  • Discount Summary: Access an overview tallied by discount

 

Go to Article Navigation

 

Instructor Reports

  • Instructor Transaction Summary: View a summary of instructors' transactions, their activity/participant counts, and fees due, tallied by each instructor
  • Instructor Transaction Summary by Session: Get a summary of instructors' transactions, their activity/participant counts, and fees due, tallied by each instructor and sectioned by session
  • Instructor Transaction Detail: View instructors' transactions with details and fees due, sectioned and tallied by instructor and activity
  • Instructor Activity Summary: Access a summary of activities, sessions, and participants per instructor
  • Instructor Activity Detail: View a listing of activities and sessions, sectioned by instructor
  • Instructor Listing: View a listing of all instructors in the system

 

Go to Article Navigation

 

Inventory Reports

  • Inventory Log Summary: View the inventory log summary
  • Item Inventory Status By Location: Get inventory counts and information by location

 

Go to Article Navigation

 

Activity Reports

  • Activities Report: View a general listing of activities based on specified criteria
  • Activities Report (With Report Pickup): A general listing of activities based on specified criteria. The Report Pickup option is recommended for larger data sets that take more time to process
  • Activities by Facility: See a listing of activities, sectioned by facility
  • Prompt Responses by Activity Summary: Access a summary of prompt responses, sectioned by activity
  • Prompt Summary by Session: Get a summary of prompt responses, sectioned by session
  • Prompt Summary Report: View a summary of prompt responses
  • Waiting List Report: View active waiting lists, sectioned by activity
  • Survey Response Summary By Activity: An overview of survey results by activity and session
  • Survey Response Detail By Activity: A detailed list of survey responses grouped by activity
  • Sign-In Sheets: Print a sign-in sheet for each of your activities
  • Activity Prompt Group Report: Print/View prompt responses grouped and sectioned by two different prompts
  • Sign-In Sheets (Original Version): Print a sign-in sheet for each of your activities (report is scheduled for removal)
  • Waiting List: View people who are waiting for an activity opening (report is scheduled for removal)
  • Summary Count of Registration Prompt Responses: View totals by prompt to your activity registration prompts (report is scheduled for removal)
  • Registration Prompt Responses: View how registrants responded to prompts that were set up for activities (report is scheduled for removal)
  • Department Participation Report: A large list of participants and payments (report is scheduled for removal)
  • Catalog Export: Catalog data export wizard

 

Go to Article Navigation

 

Reservation Reports

  • Survey Response Summary By Facility: An overview of survey results by activity and session
  • Survey Response Detail By Facility: A detailed list of survey responses grouped by activity
  • Locations Report: View a list of locations associated with one or more facilities and activity schedules
  • Facilities Report: Access a listing of facilities, sectioned by location
  • Facility List: View a listing of facilities
  • Facility Reservations By Facility: Get a listing of facility reservations, sectioned by facility
  • Facility Rate Types Report: View a listing of facility rate types
  • Facility Rate Types Report (With Report Pickup): View a listing of facility rate types. The Report Pickup option is recommended for larger data sets that take more time to process
  • Time Add-Ons By Facility: See time add-ons by facility
  • Facility Reservations By Date: View a listing of facility reservations, sectioned by date
  • Facility Reservations By Start Date: See a listing of facility reservations, sectioned by start date
  • Facility Reservations By End Date: View a listing of facility reservations, sectioned by end date
  • Facility Usage Report: Get an overview of facility usage
  • License Plate Report: View a listing of facility reservations, sectioned by license plates

 

Go to Article Navigation

 

Scholarship Reports

  • Scholarship Usage Summary: Summary of scholarship funds allocated, expired, used, and remaining
  • Scholarship Usage by Account: Account-level summary of scholarship funds allocated, expired, and utilized

 

Go to Article Navigation

 

User / Roster Reports

  • People Finder: Report on all users in the system
  • People Finder (With Report Pickup): Report on all users in the system. The Report Pickup option is recommended for larger data sets that take more time to process
  • Account Holder Report: Report on all account holders in the system
  • Account Member Counts: Get account member counts for each account holder
  • Roster Report: A listing of all registered users, sectioned by program
  • Roster Report (With Report Pickup): A listing of all registered users, sectioned by program. The Report Pickup option is recommended for larger data sets of up to 25,000 records that take more time to process
  • Roster Report By Entry: A listing of all registered users, sectioned by entry
  • Roster Report By Team: A listing of all registered users, sectioned by league and team
  • Ticket Barcode Report: A listing of all registered users, sectioned by program
  • Coaches Report: A listing of all coaches by activity
  • Waiting List Users: Waiting lists by activity with user information
  • Transactions by Account: View a listing of transactions sectioned and tallied by account
  • Transactions Detail by Account: View a listing of transaction line items sectioned and tallied by account
  • User Credit Summary by Account: View a summary of user credit by account.
  • User Credit by Account: View a listing of user credit sectioned and tallied by account.
  • User Flag Report: View a listing of users with flags sectioned by flag type
  • Flag Assignment Log: A log of flag assignments
  • Forced Residents: A list of users who have forced residency
  • Access Group Users: Shows which users are in which access groups, sectioned by access group
  • User Access Groups: Shows a list of users and access groups sorted by user

 

Go to Article Navigation

 

Membership Reports

  • Membership Report: A listing of memberships sectioned by type
  • Membership Report with Transaction Data: A listing of memberships including financial/transaction data, sectioned by type
  • Membership Report with Checkin Data: A listing of memberships that includes check-in data, sectioned by type
  • Active Membership Summary: Tallies of active memberships within a date range, sectioned by type
  • Membership Scans: Summary of membership facility scans.
  • Memberships Expiring Soon: A list of memberships expiring within the next 30 days (report is scheduled for removal)
  • Membership Status Summary: View membership levels and counts (report is scheduled for removal)
  • Membership Transactions: List of registrations, invoices, and payments for memberships (report is scheduled for removal)
  • General Entry Report: Counts by attribute when the General Entry check-in module is used (report is scheduled for removal)

 

Go to Article Navigation

 

Check-In Reports

  • Check-In Summary By Membership: View a summary of check-ins, tallied by membership type
  • Check-In Summary By Location: See a summary of check-ins, tallied by location/facility
  • Check-In Summary By User: View a summary of check-ins, tallied by each user
  • Check-In Log by Location: A listing of check-ins, by location/facility, based on specified criteria
  • Check-In Summary by Activity: Shows a summary of activity check-ins, tallied by session
  • Check-In Log by Activity: View a listing of check-ins, by activity/session, based on specified criteria
  • Volunteer Check-In Log by Activity: Volunteer check-ins by activity
  • Volunteer Check-In Log by Activity and User: Volunteer check-ins by activity and user
  • Volunteer Check-In User Totals by Activity: Volunteer check-in user totals by activity
  • Admissions Report: View a summary of check-ins sectioned by type
  • Admissions Report by Day of Week: View a summary of check-ins by type and day of week
  • Admissions Report by Date: View a summary of check-ins by type and date
  • Admissions Report by Hour: View a summary of check-ins by type and hour

 

Go to Article Navigation

 

Misc Reports

  • Activity Data (All): A master list of activities and associated data
  • Activity Data (All) (With Report Pickup): A master list of activities and associated data
  • Activity Data (Current): A master list of activities and associated data
  • Survey Response Summary by Category: Get a broad overview of survey response data broken down by category
  • Survey Response Summary by Survey Template: Get a broad overview of survey response data broken down by template
  • Gift Card Balance: Get an overview of user gift card balances
  • POS Item Configuration Report: Get information on how POS Items are configured
  • Auto Void Report: View transactions that meet the criteria to be voided automatically
  • Catalog Analytics: Get catalog/cart performance stats
  • Prompt Response Report: View responses given to department prompts during the checkout process (report is scheduled for removal)
  • Duplicate User Finder: Find registrants that have multiple accounts in the system and merge them (report is scheduled for removal)
  • Activity Data Export: Create an exportable file that can be used in developing catalogs (report is scheduled for removal)
  • All Address Export: Create an exportable file that can be used in Excel Mail Merge (report is scheduled for removal)
  • Account Holder Report: Create an exportable file of only account holders (report is scheduled for removal)

 

Go to Article Navigation

 

Financial Reports

 

Go to Article Navigation

 

In-Article Glossary

The terms located in this section are listed alphabetically:

  • AR: Accounts Receivable
  • GL: General Ledger
  • POS: Point of Sale

 

Go to Article Navigation

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.