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Reports
Nov 13, 2024
6136
Your GrowthZone software provides you a wealth of reports to review and analyze your data. Whether you are looking for billing data, member retention, store sales the system provides easy to use highly customizable reports.
Contacts Reports
Contacts List/Committee Report
- Contacts Reports Use Case: View All Organizations to which an Individual belongs
- Contacts Reports Use Case: View report of all contacts that do not have a directory listing
- Contacts Reports Use Case: View all parent businesses and their related child businesses
- Contacts Reports Use Case: See the Primary Contact (Broker) for an Agent's Primary Office (Real Estate Edition Only)
- Contacts Reports Use Case: View a list of active agents who are not set to sync with M1(Real Estate Edition Only)
- Contacts Reports Use Case: View all contacts who have expired licenses (Real Estate Edition Only)
- Contact Information Report
- Contact Information Report Example: Identify contacts whose emails are marked as Transactional Only Emails
- Contact Information Report Example: Identify contacts whose emails are marked as Do Not Contact
- Contact Information Report Example: Identify contacts whose emails are marked invalid and the reason
Duplicate Account Number Report
User (Info Hub) Account Report
- User Account Report Use Case: View Contacts Who Do Not Have Login Credentials
- User Account Report Use Case: View Contacts Have Login Credentials But Have Not Logged In
- User Account Report Use Case: View Contacts That Have Created Their Info Hub Accounts During the Last Week
- Membership Engagement Report
- Code of Ethics - Agents Report
Membership Reports
Common Membership Calculations
- Retention Rate
- Lapse Rate (Churn)
- Renewal Rate
- Average Membership Tenure (AMT)
- Member Lifetime Value (MLV)
- Member Acquisition Cost (MAC)
- MLV to MAC ratio
Billing Reports
Accounting General Ledger Reports
- Accounting Summary
- Accounts Receivable Aging Summary
- Accounts Receivable Aging Detail
- Accounting Transaction Report
- Recognized Income Report
- Revenue Recognition Report
- Sales by Account Report
Deposit Reports
Credit Card Processing Reports (GZ Pay)
- GZ Pay Monthly Statement
- GZ Pay Monthly Transfers
- GZ Pay Transfers Details Report
- GZ Pay Disputes
- Payment Processing Report
- Stored Payment Profiles Report
Collections Reports
Historical & Planning Reports
- Credit Memo Report
- Last Bill Date
- Membership Invoices by Month (Beta)
- Recurring Billing Report
- Refund Report
- Sales by Contact Report
- Taxes Billed Report
- Total Spending by Contact Report
- Transactions by Contact
- Voluntary Payment Report
- Write Off Report
- Membership Invoices (Beta)
- Membership Invoices by Month (Beta)
Continuing Education/Certification Reports
Continuing Education Progress Report
Certification Individual Report
Lists/Committees Reports
Contacts List/Committee Report
Unsubscribed Lists/Committees ReportLists/Committees Reports
