You can download CSV format reports containing membership and
financial information.
Note: Director and admin users of parent organizations can run any
report for any of their child organizations.
Click
Reports.
In the
Request report section, from the
Select Report... list, select the required
report type:
Membership:
returns a list of all members and their information.
Orders:
returns a list of all orders including the order amount, currency, order date,
order status, etc.
Daily
sales: returns daily sales for the selected day range including
refunds.
Refund
detail: returns detailed information for refunds such as order ID,
amount, cancel type and reason, member's information, and program information,
etc. This report shows only approved refunds. The refund approval date is the
cancellation date.
Membership
count: returns numbers of members at the start and end dates of
your time selection, and the net percentage change.
Member
detail: returns a list of all members for a specific program and
package. This report includes form question answers for each member.
Revenue:
returns a list of payments issued to your organization.
Revenue
detail: returns a detailed list of payments issued to your
organization.
Custom
questions: returns a list of members' answers to custom questions
for one package under one program.
Failed
payment: returns a list of members with failed order payments.
Select filters.
Click
Request report to generate the report.
The requested report will appear at the top of the
Generated reports section:
If the report
status is
In progress, then the report is not yet
ready. Click
Refresh to update the report status.
If the report
status is
Download, then click
Download to download the report.
Note: Reports in the
Generated reports section are
automatically discarded after 13 months.