List of Available Reports

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

• 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
• Transactions by Activity Detail: Transactions with details, sectioned and tallied by activity
• Transactions by Category and Activity: Transaction details 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 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: See a 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 employee
• Transactions by Employee Detail: Tansactions 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: See a summary of registrations, tallied by activity, including new vs. 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

• General Ledger Summary: 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 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
  

• Balance Due Summary by Account: View a summary of balance due by account
• Balance Due by Account: See a listing of balance due sectioned and tallied by account
• Account Balance by Date: View a listing of balance due and 30/60/90/120 overdue balance, 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
  

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

• Instructor Transaction Summary: View a summary of instructors' transactions, their activity/participant counts, and fees due, tallied by instructor
• Instructor Transaction Summary by Session: Get a summary of instructors' transactions, their activity/participant counts, and fees due, tallied by 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
  

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

• 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

• 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
• 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
  

• 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

• 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 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

• Membership Report: A listing of memberships sectioned by type
• Membership Report with Transaction Data: A listing of memberships that includes financial/transaction data, sectioned by type
• Membership Report with Check-in 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)

• 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 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

• Activity Data (All): 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)

• Add-Ons & Discounts: View details and totals of addons/discounts (report is scheduled for removal)
• Transactions By Locale: See a list of transactions by city, county, or zip (report is scheduled for removal)
• Merchant Log Report: View all messages to and from the online merchant account (report is scheduled for removal)
• Fee Waivers By Employee: Shows fees that have been waived by each employee (report is scheduled for removal)
• Manual Adjustment Report: View balance due and user credit adjustments by staff (report is scheduled for removal)
• Deferred Revenue: View a list of transactions that involve deferred revenue (with as-of date) (report is scheduled for removal)