Spectrum NG Reports

Thursday, November 19, 2009 2:30 – 3:25p, Forest III

Edward Gonzalez, Consultant

Reports Overview

• Reports VS Query Builder

• Generate Notification

• Reports into Categories

• Q & A

Report VS Query

NG Reports?

-information tailored by pre-defined criteria selected by the user

Query Builder?- information designed by the user’s choice of criteria fields

Generate Notification

Ways to Notify

-Letters

-Labels

-Emails

Mass Email

• Basics

• Data Fields

• Attachments

• Templates

• Current Events, Specials, Birthday wishes, Important notices more…

Reports into Categories

• Member Reports

• Attendance Reports

• Sales Reports

• Series Sale Reports

• Inventory Reports

• Gift Card Reports

• Facility Module Reports

Member Reports

1. Rosters-Members

-Prospects

-Guest

-Responsible Parties

Member Reports

2. Finance- CC expiration

- EFT information

- Not on Draft

- AR Aging(Programs> AR Entries> A/R Aging)

Member Reports

3. Information

- Notes

- Referral

- Birthday

- History

- Renewal

- OLS credentials

- Membership Type

Attendance Reports

• Member Attendance

• Daily Count

• Time of Day

Sales Reports

• Sales Listings

• Sales Detail by Item

• Invoice Listing Detail

• PayWare Transact Batch Report(Site Admin>Bank> Bank Setup> Select Bank> Choose either EOM/POS> Show Open/Settled Batch)

Series Sales Report

• Usage

• Employee Performance

• Outstanding Sessions

• Employee Commission(Site Admin> Billing> Employee Commission> Choose Criteria)

Inventory Reports

• Product listing

• Inventory Aging

• Inventory Count Sheet

Gift Card Reports

• Outstanding

• Sales

• Redemption

Facility Management Reports

• Facility Management

• Scheduler & Spa

• Program Registration

• Event Manager

Facility Management

• Activity List

• Efficiency Report

• Retention Report

Scheduler & Spa Reports

• Reservation

• Day View

• Unpaid

• Cancellation

• Service Inquiry

Program Registration Reports

• Rooster

• Attendance

• Demographics

• Daily Schedule

Event Manager Reports

• Event List

• Booking Calendar

• Unpaid

• Deposit

Question and Answer

Account Managers

Eastern North

America

Western North

America

Toni Grafnertgrafner@csisoftwareusa.com800-247-3431 x223

Randy Cruzrcruz@csisoftwareusa.com

800-247-3431 x278

Coming Up Next…

• 4:00 – 5:00p: Town Hall Meetings!– Health, Fitness, and Wellness Centers, Forest

I– Non-Profits (JCC/YMCA), Forest II– Campus/Parks & Recreation, Forest III

• 6:00p– Bus leaves for Rainbow Lodge!