Accessing the Tool

1. Click on the Interactive Report Icon

1. • Notes:

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

     • 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

1. reports > click on the report you want

1. .

The following instructions will explain the standard Interactive reporting functionality: 

1. Criteria options are what make the Interactive Reporting tool powerful; the drop down selection makes it

1. simple to select the information you want and remove the information you don’t want. You will learn there are

1. other powerful features with the Interactive Reporting but before you can truly take advantage of the SQL

1. reporting tool you will have to understand how to use the criteria options to generate the information you

1. desire. Every report will have various criteria to choose from (some more than others). The best practice is to

1. take the time to look at each criteria field before running the report. Remember that once you have selected

1. all the criteria settings you can save the report so you never have to go through the process again unless you

1. wish to change the report in some

1. way.

   •  

     • 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.

     • Some reports will have a Start Date and End Date and others will have an As of Date. The reports that

1. • • have a start/end date have the ability to customize the date settings.

     • Detail Level will determine how much drill down detail to include (Member or Family detail, Item or

1. • • Item group,

1. • • etc.…)

     • Group By will determine how the report is organized to subtotal the detail

2. Once all criteria options have been set > Click View Report (far right corner of screen)

1. • Note: 

     • The Provide Feedback is a way for you to communicate with our developers; to provide suggestions and

1. • • ask for an enhancement to the displayed report. This is not a support ticket.

2. The detail will be displayed at the bottom of the report screen 

1. If you see Up/Down Arrows at the end of the column description you can sort the data by clicking on either the

1. Up or Down arrow and results will sort first in ascending then descending order with subsequent click:

Saving your Criteria Settings

1. Click Save Current Settings

1. .

2. The system will prompt for a Name.

3. Saved reports can be accessed by >

1. clicking the down arrow on Report Settings

1. .

Notes:

• The saved reports are user specific. Each user will see only the report settings they saved under their user login

• unless the report is made public. If you receive this message when saving it is because the report highlighted in Report Settings is a saved report;

• if you want to create a new report select No. If you want to change the saved report select Yes to override the

• report settings.

• To make a report public so that other users can run your report, before saving be sure to check the box Make Public

• .

• To run a public report, choose the report version from the Report Settings dropdown at the top of the report.

Schedule Email Delivery

1. Click on Setup Email Delivery

1. .

2. Scheduling tab > set the Start Date and Time to begin delivery

1. Select one of the Patterns to use for scheduling > on the right of the Patterns are the scheduling options

1. .

   • Note:

     • If the schedule is to End at some point use the End After or End By to set the

1. • • parameter. 

2. Select Recipients tab.

1. Click one or all the Search Icons to find a recipient

1. .

   • Notes:

     • Add Employee to send scheduled report to employees on file with an email address.

     • Add Member to send scheduled report to members on file with an email address.

     • Direct Email Recipients to manually enter the email addresses if recipient is not on file > click Add.

     • When done > click Save.

Customize Date Parameter

1. Click on the wrench icon at the end of the Start Date or End Date

1. .

2. Select the Option.

1. Set Add /Subtract (if applies).

1. Save when done.

   • Notes:

     • If a Customized Date Parameter has been set on a report date field it will be grayed out and the wrench icon

1. • • will turn to a Green Ball. You can always clear or reset the parameters by clicking on the green ball and

1. • • selecting Clear

Report Tool Bar

Below the criteria settings is the Report Tool Bar

.

1. Next & Previous Page: If the report contains more than one page you can use the arrows to advance forward or

1. move backward

1. Find is a great feature available in all Interactive reports and Batches. Use the Find function if you have a long

1. report and want to find a specific amount or name.

   • Enter the search criteria in the blank box > click Find it will stop at the first record that meets the criteria, if this

1. • is not the record you want > click Next continue until it finds the record or it completes the search.

1. Zoom will increase of decrease the screen display

1. .

2. Export options you can export reports to Excel, PDF, or WordPad (WordPad does not support all formats in the

1. document content and might be missing or display improperly)

1. .

2. Page Preview and Page Setup: the icon to the right is the Page Setup where you can change the orientation and

1. margins. The icon to the left allows you to Preview the report.

Report Tabs

1. Report Tabs are found at the top of the report screen: each time you view a report the system will save the

1. 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

1. and click on the X at the end of the tab description

1. .

   • Notes:

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

     • Any Interactive Report you go into you will see the Tabs at the top.

     • The Tabs and the Report Settings will remain until you exit CMA or click the X at the end of the tab

1. • • description.