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Internal Reports
Kristi Carlson avatar
Written by Kristi Carlson
Updated today

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 Customer

Beta

Live

BETA - Cash Basis by Class

Beta

Live

BETA - Class Summary Report

Beta

Live

BETA - Batch Report

Beta

Live

BETA - Refund Report

Beta

Live

BETA - Sales by Camp

Beta

Live

BETA - Sales by Class

Beta

Live

BETA - Sales by Team

Beta

Live

BETA - Sales by Per Session

Beta

Live

BETA - Sales by Per Session

Beta

Live

BETA - Unearned Revenue - Class

Beta

Live

BETA - Unearned Revenue - Event & Rental

Beta

Live

BETA - Unearned Revenue - Membership

Beta

Live

BETA - Earned Revenue - Membership - Customer Detail

Beta

Live

BETA - Unearned Revenue - Membership - Month detail

Beta

Live

BETA - Sales Tax

Beta

Live

BETA - Team Summary Report

Beta

Live

BETA - Instructor Payment Report

Beta

Live

BETA - Instructor Payment Report - Per Session

Beta

Live

BETA - Locker Report

Beta

Live

BETA - AR Aging

Beta

Live

BETA - Booking Summary

Beta

Live

BETA - Customer AR Roll Forward

Beta

Live

BETA - Booking Statement

Beta

Live

BETA - Weekly Facility Schedule Report

Beta

Live

BETA - Week at a Glance

Beta

Live

BETA - Task Report

Beta

Live

BETA - Location Schedule Report

Beta

Live

BETA - Booking Report

Beta

Live


Reporting Updates - Jasper Reports to Convert

Report Name

New Report Status (Internal)

Existing Report Status (Jasper)

Unearned Revenue – Camp

Not Done

Live

Revenue Detail

Not Done

Live

Unearned Revenue – Team

Not Done

Live

Unearned Revenue - Booking Events

Not Done

Live

Booking Contract

Not Done

Live

Rental Revenue and Usage Report

Not Done

Live

Booking Contract Staging

Not Done

Live

AR Aging Summary

Not Done

Live

Camp/Per Session Attendance

Not Done

Live

Customer Credit Report

Not Done

Live

Scholarship Usage Report

Not Done

Live

Scholarship Customer Report

Not Done

Live

Rental/Party Contract

Not Done

Live

Booking Contract XE

Not Done

Live

Digital Signatures Contract

Not Done

Live

Resident Pricing Report

Not Done

Live

Program Exception Report

Not Done

Live

Consolidated Attendance Sheet

Not Done

Live

Location Check In

Not Done

Live

Location Usage Report

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

Child Care Statement

Not Done

Live

Customer Sales

Not Done

Live

Dated Customer Account Credit

Not Done

Live

Expired Membership

Not Done

Live

Fire Drill Report

Not Done

Live

Game Officials Export

Not Done

Live

Gift Card Balances

Not Done

Live

Instructor Roster

Not Done

Live

Intercompany Report

Not Done

Live

New Customers

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

Product Report

Not Done

Live

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