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Use Case: How Long to Pay Invoices
Using the [Transactions by Contact Report][1], you can find how long it takes your members to pay their invoices. 1. Click **Reports** in the left navigation panel and select **Transactions by Contact Report**** **OR go to the **Billing **module **Overview** tab and select **Transactions by Contact Report **in the …
Event Sessions Report
The Event Sessions Report can be used to generate a report of all session registrants. You can run the report for an individual session and use the report as a check-in roster, or run the report for all the sessions offered at your event. 1. Click **Reports** in the Navigation Panel. 2. Use the Quick Filter optio…
Contact Information Report
### The **Contact Information Report provides **a** **list phone, email, or website information. This report can be useful in identifying transactional only emails, do not contact emails, and even the validity of emails. 1. Click **Reports** in the Navigation Panel 2. Use the Quick Filter ![][1] or the Customize …
Email Delivery Failures Report
The **Email Delivery Failures Report** shows email failures direct from the email server error logs. These errors include hard bounces, blocked emails, dropped emails, rejections, and spam complaints. 1. Click **Reports** in the Navigation Pane. 2. Use the Quick Filter ![][1] or the Customize Filter ![][2] to app…
Info Hub Resource Tracking
![][1] **IMPORTANT**: The Metrics Module must be enabled in order to provide resource tracking. **[Contact the Engagement Team][2]** if further information is needed. Resources that are accessed in the Info Hub will be recorded so staff can view the following: * the most popular resource, * which contacts or or…
Event Attendees Report
The **Event Attendees Report** can provide the information on what events a contact has attended, and allows you to generate a list of event attendees, filtered by a specific date range, event category, calendar, list, event, attendee registration status, and/or select customized search criteria. Example usage of this…
Smart List - Dynamically Update Contacts in Lists/Committee from Report Results
Smart lists will continue to add new contacts to the lists you create based on the criteria you setup in a report. Static lists will only add new contacts to the list if you manually add them. The roster for a List/Committee that has been created based on report results will automatically be updated on a nightly basis…
