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: Go to Dashboard > Membership Set the dates ...
Timeline
Timeline Report This area pulls information from all of your members’ Timelines. You can narrow down information by utilizing the following features: Display activity from allows you to set the date range you’d like to see information from Filter by ...
Forms
Forms Report This will list the Forms/Carts/Donation activity that has occurred during the dates specified at the top. It will only list forms that have had activity during the timeframe set at the top. You can click on the form title to be taken to ...
Events
Event Registration Report This will list the Event activity that has occurred during the dates specified at the top. It will not list events occurring during the set timeframe if not tickets have been sold or registered for during the set dates. You ...
Membership
View New Members, Renewals, Past Due and More This is where you can see what is happening with your memberships. You will be able to see: New members Member upgrades and downgrades Renewals Upcoming renewals Past due members Things you can do on this ...
Financial
Viewing and Exporting Financial Data The Financial Dashboard is where you can pull up details of the payments your organization has received. You can include the following transaction categories: Membership Event Donations Cart Other You can click on ...
Stats History
Summary With Stats History, you can view a chart that captures the numbers on the following stats over any timeframe. Go to Dashboard > Stats History to view the history for: Total Accounts Accounts With Membership Current Paying Members Accounts On ...
Current Stats
Total Accounts, Accounts w/Membership and More Total accounts This tells you the total number of accounts in the system. If you are having trouble finding a member you can click on the “total accounts” link to pull up all members and then search for ...
