2. Spectrum NG Reports Thursday, November 19, 2009 2:30 – 3:25p, Forest III Edward Gonzalez, Consultant

3. Reports Overview Reports VS Query Builder Generate Notification Reports into Categories Q & A

4. 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

5. Generate Notification Ways to Notify -Letters -Labels -Emails

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

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

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

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

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

11. Attendance Reports Member Attendance Daily Count Time of Day

12. 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)

13. Series Sales Report Usage Employee Performance Outstanding Sessions Employee Commission (Site Admin> Billing> Employee Commission> Choose Criteria)

14. Inventory Reports Product listing Inventory Aging Inventory Count Sheet

15. Gift Card Reports Outstanding Sales Redemption

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

17. Facility Management Activity List Efficiency Report Retention Report

18. Scheduler & Spa Reports Reservation Day View Unpaid Cancellation Service Inquiry

19. Program Registration Reports Rooster Attendance Demographics Daily Schedule

20. Event Manager Reports Event List Booking Calendar Unpaid Deposit

21. Question and Answer

22. Account Managers Eastern North America Western North America Toni Grafner tgrafner@csisoftwareusa.com 800-247-3431 x223 Randy Cruz rcruz@csisoftwareusa.com 800-247-3431 x278

23. 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!