Reports
Common Report Functions
- Email Reports
- Summarize By
- Reorder Report Fields to Display
- Select Report Fields to Display
- Report Filtering Operators
- Add a report as a Favorite Report
Use Cases
Contacts
- Membership Engagement Report (Beta)
- Use Case: Find active Contacts who do not have a directory
- Use Case - Identify Contact whose Addresses are Marked as Internal Only
- Code of Ethics and Fair Housing - Agents
- Use Case User Account Report: View Contacts' Login Activity
- Contacts Report Use Case: See the Primary Contact (Broker) for an Agent's Primary Office
Memberships
- New versus Renewal Paid Invoices Reporting
- Historical Membership List Report
- MLV to MAC ratio
- Average Membership Tenure (AMT)
- Member Acquisition Cost (MAC)
- Membership Change Report
Events & Learning
- Event Attendees Report License Number Field Duplicates Rows
- Exhibitor Activity Report
- Event Sponsorships By Contact Report
- Certification Individual Report
- Continuing Education Progress Report
- Event Discount Use Report
Finance
- Membership Invoices Report
- Collections Details Report
- Invoice Schedule to be Paid
- Membership Invoices by Month
- Taxes Billed Report
- Last Bill Date
Revenue
- Store Product Purchases
- Fundraising History by Donor (Legacy)
- Recurring Donation Report (Legacy)
- Inventory Valuation Report
- Donation Summary
- Recurring Billing Report