Spectrum NG Reports Thursday, November 19, :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? -information tailored by pre-defined criteria selected by the user Query Builder? - information designed by the user’s choice of criteria fields

Generate Notification Ways to Notify -Letters -Labels - s

Mass Basics Data Fields Attachments Templates Current Events, Specials, Birthday wishes, Important notices more…

Reports into Categories Member Reports Attendance Reports Sales Reports Series Sale Reports Inventory Reports Gift Card Reports Facility Module Reports

Member Reports 1. Rosters -Members -Prospects -Guest -Responsible Parties

Member Reports 2. Finance - CC expiration - EFT information - Not on Draft - AR Aging (Programs> AR Entries> A/R Aging)

Member Reports 3. Information - Notes - Referral - Birthday - History - Renewal - OLS credentials - Membership Type

Attendance Reports Member Attendance Daily Count Time of Day

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 Usage Employee Performance Outstanding Sessions Employee Commission (Site Admin> Billing> Employee Commission> Choose Criteria)

Inventory Reports Product listing Inventory Aging Inventory Count Sheet

Gift Card Reports Outstanding Sales Redemption

Facility Management Reports Facility Management Scheduler & Spa Program Registration Event Manager

Facility Management Activity List Efficiency Report Retention Report

Scheduler & Spa Reports Reservation Day View Unpaid Cancellation Service Inquiry

Program Registration Reports Rooster Attendance Demographics Daily Schedule

Event Manager Reports Event List Booking Calendar Unpaid Deposit

Question and Answer

Account Managers Eastern North America Western North America Toni Grafner x223 Randy Cruz x278

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!