Ways You Can Use the Dashboard Reports

Ways You Can Use the Dashboard Reports

Create a Contact List of Members One Month Past Due

Sometimes renewal emails are not enough to get members to renew. When this happens you may want to create a call list to follow-up with them. Here’s how:
  1. Go to Dashboard > Membership
  2. Set the dates at the top to time frame of interest
  3. Click Past Due at the top of the box to pull up the past due member accounts
  4. Click Export
  5. Select the information you’d like on the export, for example Account Name and Phone
  6. Click Download

Pull Up Accounts Across All Folders



There may be times when you can’t find a particular member or you want to pull up members across several folders. Here is the best way to do this.
  1. Go to Dashboard > Stats
  2. Click on “total accounts” at the top of the page
From here you can search by name or email. You can also click “+ Add Search Criteria” to search by membership level, label, or field.

Info
You can also click "All Accounts" from the main menu to access all accounts across all folders. 

Find Unpaid Invoices

  1. Go to Dashboard > Timeline
  2. Adjust the date range as desired
  3. Click Filter by type
  4. Uncheck everything except “Invoice”
  5. From here you will see a list of all invoices created during the date range you selected. Unpaid invoices will be shown in red. 
  6. Click Export CSV to download this report to a .CSV file

Locate All Members Who Were Sent a Renewal Notice

  1. Go to Dashboard > Timeline
  2. Adjust the date range as desired
  3. Click Filter by type
  4. Uncheck everything except “Renewal Notice”
  5. From here you will see a list of all renewal notices sent during the date range you selected. 
  6. Click Export CSV to download this report to a .CSV file

Locate Recently Failed Payments (Automatic Recurring Credit Card Billing)

If you have members on automatic recurring credit card billing you may want to follow up with a phone call or email to those who may have a card on file that is failing. Reporting for failed payments are logged in the members Timeline and so you can use the report under under Dashboard > Timeline to locate recently failed payments: 
  1. Go to Dashboard > Timeline
  2. At the top of the page enter a desired date range
  3. Click Filter by Type
  4. Uncheck everything except “Payment Failed” and you will now see a list of all payment failures that have occurred during the given date range. Click Export CSV to run a report which will include the member’s basic details as well as the reason for the payment failure. 

Locate the Total Funds Received from a Member in a Date Range

To figure out the total amount a given member paid during a certain time frame, follow these steps: 
  1. Go to Dashboard > Financial
  2. First, set the date range at the top of the page as desired 
  3. Under “Export Options” check the box next to “Aggregate by Member”
  4. Click Export CSV
In this report you will find the following columns: 
  1. Membership Sub-Total 
  2. Event Sub-Total
  3. Donation Sub-Total
  4. Cart Sub-Total
  5. Other Sub-Total
  6. Transaction Total
The subtotal columns will include total amounts received into the given category. For example, the “Membership Sub-Total” column is a total received in membership sales in the date range you selected. 

The Transaction Total column is a total of all payments received by the member in the selected date range. 

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