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Reports

Generate insights across all modules

Overview

The Reports module aggregates data from across your organization to provide insights and summaries. Generate reports for members, dues, donors, finances, and activities with flexible date filtering and CSV export.

Date Filtering

All reports support date range filtering with preset options:

  • This Month
  • Last Month
  • This Quarter
  • This Year
  • Last Year
  • Custom Range (select start and end dates)

Report Types

Members Report

  • Status breakdown (Active, Inactive, Pending, Suspended, Deceased)
  • Membership type distribution with progress bars
  • New member trend by month
  • List of recent new members

Dues Report

  • Collection rates by period with visual indicators
  • Total collected vs outstanding amounts
  • Recent payments list
  • Delinquent members with outstanding balances

Export Options:

  • Payment History (Cash Basis) - Payments by date range, shows when money was received
  • Period Reports (Accrual Basis) - Complete billing cycle analysis per dues period, including all payments regardless of when received

Donors Report

  • Top donors ranked by total contribution
  • Monthly donation trends
  • Donations by purpose breakdown
  • Sponsorship pledged vs received
  • Recent donations list

Export Options:

  • Donations - All donations with donor details, purpose, and payment info
  • Sponsorships - All sponsorships with sponsor details, pledged/received amounts

Finances Report

  • Income vs expense summary
  • Current account balances
  • Income by category breakdown
  • Expense by category breakdown
  • Monthly cash flow table
  • Recent transactions list

Export Options:

  • Income Statement - Profit & loss report with income/expenses by category and net income
  • Account Balances - Current balance snapshot of all accounts
  • All Transactions - Complete transaction export with date range filtering

Activities Report

  • Activities by type breakdown
  • Activities by status
  • Attendance summary (registered vs attended)
  • Budget variance analysis (budget vs actual cost)
  • Liquidation status summary
  • Activity details table with attendance and budget info

Exporting Reports

Each report page includes an Export button (or dropdown menu) to download data as CSV files. Exports include the currently filtered date range and can be opened in Excel, Google Sheets, or other spreadsheet applications.

Accounting Methods:

  • Cash Basis - Reports data based on when transactions occurred (payment date). Use for day-to-day cash flow tracking.
  • Accrual Basis - Reports data based on which billing period it belongs to, regardless of when payment was received. Use for billing cycle analysis and period-end reporting.

Tips

  • Use the dashboard for quick stats; use Reports for detailed analysis
  • Export monthly reports for board meetings and stakeholder updates
  • Compare year-over-year data to track organizational growth
  • Use the delinquent members list to follow up on outstanding dues
  • Review budget variance to improve future activity planning
  • Use Period Reports for dues to see complete billing cycle collection status
  • Export the Income Statement for treasurer reports and financial summaries
  • Click the download icon on any dues period row for quick period-specific exports