| Reports |
Possible Uses |
Link |
| User Account Access |
- Find members who have created an Info Hub login
- Unselect Has Account and run report to find members who have not created an Info Hub login
|
User Account Report |
|
Invalid Email Report
|
- See what emails have been marked invalid, the date, and the reason why
|
Invalid Email Addresses Report |
| Unsubscribed List |
- See who unsubscribed from a List/Committee and the date
|
Unsubscribed List/Committee Contacts Report |
| Billing Guides |
- Found under the Need Help button
- Downloadable guides for billing help and reference
|
See the purple Need Help button along the right side of your database. |
| Payment Processing Report |
- Details of payments processed such as transaction number, fees, card type, amount charged and more
|
Payment Processing Report |
| Stored Payment Profiles |
- Find members who have stored a payment profile in the Info Hub
- Find members who have not subscribed to Autopay
- Research credit card expiration dates that may be tied to Autopay
|
Stored Payment Profiles Report |
| Accounting Transaction Report |
- See how general ledger accounts have been impacted by transactions
- Filter by Fee Item, Membership Type, Status and more
- Research specific transaction types such as payments, credits, overpayments, invoices
|
Accounting Transaction Report |
|
Accounts Receivable Aging Reports
|
- Summary report gives contact name and number of days overdue
- Details report includes open balance
|
Accounts Receivable Aging Summary |
| Transactions by Contact |
- Find detailed information on transactions related to contacts
- Includes fee items, various transaction types, totals, and more
|
Transactions by Contact |
| GZ Pay Transfer Report |
- View deposits sent to your operating bank account
|
GZ Pay Reports |
| GZ Pay Transfers Details Report |
- View specific details of the transfers/deposits
|
GZ Pay Transfers Details Report |
| Deposit Report |
- Find deposit information as recorded on the deposits tab of the Billing module
- Useful for month-end reconciliation
|
Deposit Report |
| Month-End Reconciliation Guide for REALTOR® Associations |
- Downloadable guide featuring steps, reports and screen shots to help with month-end processes
|
Month End Processes for REALTOR® Associations |