Overview

• The following Guide details the reporting capabilities of the Data Genie within the Clubessential Office product.

Required Permissions

• Interactive Reports

Accessing the Tool

Getting Started:

1. To begin select the desired view

2. Pick the date range you would like to pull into the Genie (NOTE: Depending on the view and club activity the view can contain 100s of thousands of records.)

3. Chose values based on desired analysis, and avoid pulling in too much data at once.

4. Once you have the view selected, on the top of the Genie interface are a series of available columns. Simply Drag-and-Drop a column to either the left side (row results) or top side (column results) to begin. Don’t be afraid to experiment, this data is completely read-only.

5. For advanced view, select multiple columns on the left or top side to enable drill-down analysis.

Trim Data:

When there is significant transaction detail it can often be worthwhile to pre-filter the data before pulling from the database. Select the “Add Filter” button to customize your data retrieval based on any combination of filters and search criteria. These filters will be applied at the database level and help reduce load times and memory usage locally.

Post Analysis:

When completed the user can save their layout, print or export the layout using the tool bar at the top.

Charts:

Additional automatic charting is available at the bottom of the screen based on currently highlighted records.

Data Views

The Genie provides detailed pivot-table reporting based on select views of data from your system. The following list details available views:

Employee Hours Worked:

This view contains all timekeeping transactions for the entire system. This view is suitable for analysis of labor hours and wages. NOTE: This view does not include wage calculations for overtime.
Please Note: This does not pull information from the Mobile POS. It includes only Classic POS employee hours. 

Golf Play Detail: 

This view contains all sales transactions of item flagged in the system as a “Golf Round”. This view is suitable for analysis of golf rounds and cart activity billed through the POS system regardless of Tee Sheet being used.

Guest Visits:

This view contains information about all member guest visits to the club. This view is suitable for analysis of guest activity.

Installment Billing: 

This view contains details regarding billing installments. This view is suitable for analyzing member installment billing.

Ledger Transactions: 

This view contains all posted General Ledger transactions.

Managing Layouts:

Once you have configured a view to your liking, the user can save that view using the Save, Save as New and Load Layout options. This allows a quick jump back to a previously configured Genie report.

Member Billing:

This view contains information about all billings generated using the month end wizard. This view is suitable for analysis of billing, minimum or late fee trends.

Member Payments:

This view contains information about all member payments captured by the system. This view is suitable for analysis of member payment cash flow detail.

Member Voucher Transactions:

This view allows for enhanced reporting on voucher transactions over a long period of time.

Sales Summary:

This view contains all sales transactions for the entire system with only summary data. This view is suitable for analysis of ticket trends and can include gratuity and cover counts.

Sales Summary with Line Item Detail: 

This view contains all sales transactions for the entire system with additional drill down to the ticket detail level. This view is suitable for analysis of line item sales detail but does not contain gratuity or covers information.

Sales Summary with Settlement Detail:

This view contains all sales transactions for the entire system but only shows the total values of the tickets based on settlement type. This view is suitable for analysis of tender activity at the club.

Vendor Purchases:

This view contains all purchase information from posted AP invoices and credit memos. This view is suitable for analysis of expense history, reciprocal member charges, and inventory purchases.

Best Practices

FAQs