Page Comparison

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This video contains highlights from a training Webinar given on Interactive Reports.

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Dashboards will provide instant visibility to commonly used information in one view. Users can customize their dashboards by
creating their own report criteria and selecting their specific reports to view in the dashboard. Many Dashboards work with
Interactive reports so we will cover Interactive Report functionality in this document as well. 

Interactive Reports give you the ability to filter, sort, and group the data using criteria’s. The available criteria are specific to
the information the report contains. The report functions give you the ability to customize date settings, save criteria settings,
delete saved reports, and schedule an email delivery. In this section you will learn how to use the criteria’s and report
functionality. 

Club Intelligence Module

Club Intelligence: in CMA on the left menu we have added several new dashboards for key modules

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Column Headings: will give a description of the content displayed in that column. You can sort by any column by clicking
on the heading description 

Content you can double click on any line to drill down to the transaction detail

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1. Click on the Interactive Report Icon
   
   
   
   
   1. Notes:

      1. If you are clicking on the icon from the dashboard it will take you directly to the report; go to step 3

      2. If you are clicking the icon from the CMA options proceed with step 2 
    

   
   

2. At the top left will display the report options by module > click the + sign to expand and list the available
   reports > click on the report you want
   
   

   
   
   

   The following instructions will explain the standard Interactive reporting functionality: 
3. Criteria options are what make the Interactive Reporting tool powerful; the drop down selection makes it
   simple to select the information you want and remove the information you don’t want. You will learn there are
   other powerful features with the Interactive Reporting but before you can truly take advantage of the SQL
   reporting tool you will have to understand how to use the criteria options to generate the information you
   desire. Every report will have various criteria to choose from (some more than others). The best practice is to
   take the time to look at each criteria field before running the report. Remember that once you have selected
   all the criteria settings you can save the report so you never have to go through the process again unless you
   wish to change the report in some way 
   
   
   
   

   1. 1. At the right side of each criteria option is a down arrow. Click on the down arrow to see the
         available choices. Some criteria options may be multi-select and some will be single-select.

      2. Some reports will have a Start Date and End Date and others will have an As of Date. The reports that
         have a start/end date have the ability to customize the date settings.

      3. Detail Level will determine how much drill down detail to include (Member or Family detail, Item or
         Item group, etc…)

      4. Group By will determine how the report is organized to subtotal the detail
         
         
4. Once all criteria options have been set > Click View Report (far right corner of screen)
   
   
   
   
   1. Note: 

      1. The Provide Feedback is a way for you to communicate with our developers; to provide suggestions and
         ask for an enhancement to the displayed report. This is not a support ticket

         
         

5. The detail will be displayed at the bottom of the report screen 
   
   
   
   
   
   
6. If you see Up/Down Arrows at the end of the column description you can sort the data by clicking on either the
   Up or Down arrow and results will sort first in ascending then descending order with subsequent click:
   
   
   

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1. Report Tabs are found at the top of the report screen: each time you view a report the system will save the
   viewed report in a tab so you can go back to the report later. If you want to close the report click on the tab
   and click on the X at the end of the tab description
   
   
   
   
   1. Notes:

      1. If you do not see Tabs at the top you are on an older version of Clubessential; email Clubessential support and request an upgrade

      2. Any Interactive Report you go into you will see the Tabs at the top
      3. The Tabs and the Report Settings will remain until you exit CMA or click the X at the end of the tab description 

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