Overview
We are in the process of transitioning from utilizing Jasper reports to an improved internal reporting tool. As we complete this transition, we encourage you to review and provide feedback on the usability of the new reports (identified by the word "BETA" in the report file).
Beta Testing
As we create these new internal reports, we want to get them into the hands of our users quickly, so we can collect feedback and make improvements. Newly completed internal reports are marked with the word "BETA" and are available in every customers database. After 1-2 weeks, "BETA" reports, will be considered final, and the word "BETA" will be removed from the report title. Finally, the associated Jasper report will be removed.
Check out this video to learn more about how to access "Beta" reports.
Reporting Updates - Live Beta Reports
Report Name | New Report Status (Internal) | Existing Report Status (Jasper) |
BETA - Cash Basis & Accrual GL | Beta | Live |
BETA - Cash Basis by Class | Beta | Live |
BETA - Sales by Class | Beta | Live |
BETA - Sales by Team | Beta | Live |
BETA - Unearned Revenue - Class | Beta | Live |
BETA - Unearned Revenue - Team | Beta | Live |
BETA - Unearned Revenue - Event & Rental | Beta | Live |
BETA - AR Aging | Beta | Live |
BETA - Booking Report | Beta | Live |
BETA - Product Inventories (formerly Product Report) | Beta | Sunset Date: 4/7/25 |
BETA - Scholarship Customer Report | Beta | Live |
BETA - Consolidated Attendance Sheet | Beta | Live |
BETA - Location Usage Report | Beta | Sunset Date: 4/7/25 |
BETA - Unearned Revenue - Booking Events | Beta | Live |
BETA - Gift Card Balances | Beta | Sunset Date: 4/7/25 |
BETA - Location Check In | Beta | Sunset Date: 4/7/25 |
BETA - Dated Customer Account Credit | Beta | Live |
BETA - Customer Sales | Beta | Live |
BETA - Fire Drill Report | Beta | Sunset Date: 4/7/25 |
BETA - New Customers | Beta | Live |
BETA - Instructor Roster | Beta | Live |
BETA - Cross- Location Transactions (formerly Intercompany Report) | Beta | Live |
Reporting Updates - Converted Reports
Report Name | New Report Status (Internal) | Existing Report Status (Jasper) |
Cash Basis by Customer | DONE | Sunset Date: 3/10/25 |
Class Summary Report | DONE | Sunset Date: 2/10/25 |
Payment Batch Report (formerly Credit Card Batch Report) | DONE | Sunset Date: 2/10/25 |
Refund Report | DONE | Sunset Date: 2/10/25 |
Sales by Camp | DONE | Sunset Date: 3/24/25 |
Sales by Per Session | DONE | Sunset Date: 2/24/25 |
Unearned Revenue - Membership | DONE | Sunset Date: 2/24/25 |
Earned Revenue - Membership - Customer Detail | DONE | Sunset Date: 2/24/25 |
Unearned Revenue - Membership - Month detail | DONE | Sunset Date: 2/24/25 |
Sales Tax | DONE | Sunset Date: 2/10/25 |
Team Summary Report | DONE | Sunset Date: 2/10/25 |
Instructor Payment Report | DONE | Sunset Date: 2/10/25 |
Instructor Payment Report - Per Session | DONE | Sunset Date: 3/10/25 |
Locker Report | DONE | Sunset Date: 2/10/25 |
Booking Summary | DONE | Sunset Date: 2/24/25 |
Customer AR Roll Forward | DONE | Sunset Date: 3/10/25 |
Booking Statement | DONE | Sunset Date: 2/24/25 |
Weekly Location Schedule Report (formerly Weekly Facility Schedule Report) | DONE | Sunset Date: 2/10/25 |
Week at a Glance | DONE | Sunset Date: 2/10/25 |
Task Report | DONE | Sunset Date: 2/10/25 |
Location Schedule Report | DONE | Sunset Date: 3/10/25 |
Revenue Detail | DONE | Sunset Date: 2/24/25 |
Customer Credit Report | DONE | Sunset Date: 2/24/25 |
Program Exception Report | DONE | Sunset Date: 3/24/25 |
Camp/Per Session Attendance | DONE | Sunset Date: 2/24/25 |
Tax Deductible Payments (formerly Child Care Statement) | DONE | Sunset Date: 2/24/25 |
Unearned Revenue – Camp | DONE | Sunset Date: 3/24/25 |
Resident Pricing | DONE | Sunset Date: 3/10/25 |
Rental Revenue and Usage Report | DONE | Sunset Date: 3/24/25 |
Scholarship Usage Report | DONE | Sunset Date: 3/24/25 |
Reporting Updates - Jasper Reports to Convert
Report Name | New Report Status (Internal) | Existing Report Status (Jasper) |
Booking Contract | Not Done | Live |
AR Aging Summary | Not Done | Live |
Season Enrollment and Revenue Comparison – Class | Not Done | Live |
Class Unearned Revenue Summary (visual) | Not Done | Live |
ACH Batch Report | Not Done | Live |
Average Daily Attendance Report | Not Done | Live |
Expired Membership | Not Done | Live |
Game Officials Export | Not Done | Live |
Pass Report | Not Done | Live |
Revenue Comparison | Not Done | Live |
Sales By Employee | Not Done | Live |
Silver Sneakers | Not Done | Live |
Simple Roster | Not Done | Live |
Suspended Customers | Not Done | Live |
Suspensions Report | Not Done | Live |
Top Sales By Customer | Not Done | Live |
Unearned Memberships Detail | Not Done | Live |
Waiver Report | Not Done | Live |
Admittance Detail | Not Done | Live |
Admittance Summary | Not Done | Live |
Invoice Reversal Report | Not Done | Live |
Monthly Booking Pace Report | Not Done | Live |
Rentable Item Summary Report | Not Done | Live |
Rentable Item Utilization Report | Not Done | Live |
Team Join Report | Not Done | Live |
Customer Attendance Report | Not Done | Live |
Program Attendance Report | Not Done | Live |