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Spectrum NG Reports. Thursday, November 19, 2009 2:30 – 3:25p, Forest III Edward Gonzalez, Consultant. Reports Overview. Reports VS Query Builder Generate Notification Reports into Categories Q & A. Report VS Query. NG Reports?

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Spectrum ng reports

Spectrum NG Reports

Thursday, November 19, 2009 2:30 – 3:25p, Forest III

Edward Gonzalez, Consultant


Reports overview
Reports Overview

  • Reports VS Query Builder

  • Generate Notification

  • Reports into Categories

  • Q & A


Report vs query
Report VS Query

NG Reports?

-information tailored by pre-defined criteria selected by the user

Query Builder?

- information designed by the user’s choice of criteria fields


Generate notification
Generate Notification

Ways to Notify

-Letters

-Labels

-Emails


Mass email
Mass Email

  • Current Events, Specials, Birthday wishes, Important notices more…

  • Basics

  • Data Fields

  • Attachments

  • Templates


Reports into categories
Reports into Categories

  • Member Reports

  • Attendance Reports

  • Sales Reports

  • Series Sale Reports

  • Inventory Reports

  • Gift Card Reports

  • Facility Module Reports


Member reports
Member Reports

1. Rosters

-Members

-Prospects

-Guest

-Responsible Parties


Member reports1
Member Reports

2. Finance

- CC expiration

- EFT information

- Not on Draft

- AR Aging

(Programs> AR Entries> A/R Aging)


Member reports2
Member Reports

3. Information

- Notes

- Referral

- Birthday

- History

- Renewal

-OLS credentials

- Membership Type


Attendance reports
Attendance Reports

  • Member Attendance

  • Daily Count

  • Time of Day


Sales reports
Sales Reports

  • Sales Listings

  • Sales Detail by Item

  • Invoice Listing Detail

  • PayWare Transact Batch Report

    (Site Admin>Bank> Bank Setup> Select Bank> Choose either EOM/POS> Show Open/Settled Batch)


Series sales report
Series Sales Report

  • Usage

  • Employee Performance

  • Outstanding Sessions

  • Employee Commission

    (Site Admin> Billing> Employee Commission> Choose Criteria)


Inventory reports
Inventory Reports

  • Product listing

  • Inventory Aging

  • Inventory Count Sheet


Gift card reports
Gift Card Reports

  • Outstanding

  • Sales

  • Redemption


Facility management reports
Facility Management Reports

  • Facility Management

  • Scheduler & Spa

  • Program Registration

  • Event Manager


Facility management
Facility Management

  • Activity List

  • Efficiency Report

  • Retention Report


Scheduler spa reports
Scheduler & Spa Reports

  • Reservation

  • Day View

  • Unpaid

  • Cancellation

  • Service Inquiry


Program registration reports
Program Registration Reports

  • Rooster

  • Attendance

  • Demographics

  • Daily Schedule


Event manager reports
Event Manager Reports

  • Event List

  • Booking Calendar

  • Unpaid

  • Deposit



Account Managers

ToniGrafner

[email protected]

800-247-3431 x223

Randy Cruz

[email protected]

800-247-3431 x278

Western North America

Eastern North America


Coming up next
Coming Up Next…

  • 4:00 – 5:00p: Town Hall Meetings!

    • Health, Fitness, and Wellness Centers, Forest I

    • Non-Profits (JCC/YMCA), Forest II

    • Campus/Parks & Recreation, Forest III

  • 6:00p

    • Bus leaves for Rainbow Lodge!


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