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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
slide22
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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