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Interactive Reports give you the ability to filter, sort, and group the data using criteria. 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 and report
functionality.
Video
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Club Intelligence Module
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Interactive Reports gives 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.
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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
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The following instructions will explain the standard Interactive reporting functionality:
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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.
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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.
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Detail Level will determine how much drill down detail to include (Member or Family detail, Item or
Item group, etc…)
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Note:
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
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Saving your Criteria Settings
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The system will prompt for a Name
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Notes:
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The saved reports are user specific. Each user will see only the report settings they saved under their user login
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b. To make a report public so that other users can run your report, before saving be sure to check the box Make Public
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c. To run a public report, choose the report version from the Report Settings dropdown at the top of the report.
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Schedule Email Delivery
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Note:
If the schedule is to End at some point use the End After or End By to set the parameter
Select Recipients tab
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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
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Set Add /Subtract (if applies)
Save when done
Notes:
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Here's an example of when you would use the Add/Subtract function: let’s say you want the previous 10 days activity; you
would set the Option to Current Day and Subtract 10 Days.
Report Tool Bar
Below the criteria settings is the Report Tool Bar
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Next & Previous Page If the report contains more than one page you can use the arrows to advance forward or
move backward
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Find is a great feature available in all Interactive reports and Batches. Use the Find function if you have a long
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
is not the record you want > click Next continue until it finds the record or it completes the search
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Export options you can export reports to Excel, PDF, or WordPad (WordPad does not support all formats in the
document content and might be missing or display improperly)
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Page Preview and Page Setup: the icon to the right is the Page Setup where you can change the orientation and
margins. The icon to the left allows you to Preview the report
Report Tabs
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Notes:
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If you do not see Tabs at the top you are on an older version of Clubessential; email Clubessential support and request an upgrade
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Any Interactive Report you go into you will see the Tabs at the top
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