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. 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.
Club Intelligence: in CMA on the left menu we have added several new dashboards for key modules
Select Club Intelligence > select the desired Dashboard
Display Modes: In some dashboards you will see Display Mode icons. When these icons are available you have a
choice on how you want the information to display. Not all dashboards will have display options.
Settings will list the available reports
Notes:
The reports listed above the dotted line are system defined reports. The reports listed below the dotted
line are user defined reports
The last report you displayed will become your default dashboard report. You can change the default at
any time by selecting a different report
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
Dashboard Totals at the bottom of each dashboard will list the totals
Interactive Report Icon will take you to the interactive report where you can change the report criteria’s or create your own
report. Many dashboards are not generated by a report and therefore you may not see this icon available for all dashboards
Refresh Icon will update the data with any new information pertaining to the displayed dashboard
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.
If you are clicking on the icon from the dashboard it will take you directly to the report; go to step 3
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
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
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
Item group, etc…)
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
Note:
If the schedule is to End at some point use the End After or End By to set the parameter
Select Recipients tab
Set Add /Subtract (if applies)
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.
Below the criteria settings is the Report Tool Bar
Next & Previous Page If the report contains more than one page you can use the arrows to advance forward or
move backward
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
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)
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
If you do not see Tabs at the top you are on an older version of Clubessential; email Clubessential support and request an upgrade