What this does: Points you to the reports staff use most, grouped by the question you are trying to answer.
Applies to: GrowthZone staff with access to Reports. This isn’t a full list of reports.
Before you start: Open any report from Reports, All Reports.
Time needed: A minute to find the report you need.
Members and email
- User Account Report: see who has an Info Hub login. Clear Has Account to find members who don’t.
- Invalid Email Addresses Report: see which emails were marked invalid, when and why.
- Unsubscribed List/Committee Contacts Report: see who unsubscribed from a list or committee, and when.
Payments and autopay
- Payment Processing Report: see processed payments with transaction number, fees, card type and amount.
- Run the Stored Payment Profiles Report: find members with a stored card, members not on autopay, and cards about to expire.
Accounting and balances
- Accounting Transaction Report: see how transactions hit your general ledger accounts. Filter by fee item, membership type, status or transaction type.
- Accounts Receivable Aging Summary: see who owes money and how many days overdue. The details version adds the open balance.
- Transactions by Contact: see each contact’s transactions, fee items and totals.
Deposits and reconciliation
- Reconcile and Research GZ Pay Payments: the GZ Pay Transfers and Transfers Details reports show what was sent to your bank.
- Reconcile Deposits with Deposit Reports: check and cash deposits, for month-end reconciliation.
- Month End Processes for REALTOR® Associations: month-end steps and reports for REALTOR® associations.