Sample Reports

Reports for AR/Cash  PAGEREF _Toc333840041 \h 2

Print Transaction Journal window  3

Sample AR/Cash Reports 3

Reports for Billing  18

Printing Renewal Notices 18

Customizing the Renewal Notice Formats 20

Sample Billing Reports 30

Reports for Certification  34

Generating Completion Reports 34

Generating Export Reports 35

Generating Description Reports 36

Generating Certification Letter Reports 37

Generating Status Reports 38

Reports for Customer 39

Running Committee Reports 39

Running Chapter Reports 39

Sample Customer Reports 40

Hands-on exercise: Clone a report 46

Reports for Events  47

Events-Specific Report Options 47

Modifying invoice reports for zero balance and payment details 48

Sample Events Reports 49

Using Hotel Room Reports 62

Reports for Fundraising  65

Generating Letters from the Fundraising Overview Tab  67

Generating executive reports in Fundraising  68

Fundraising Receipts 73

Sample Fundraising Reports 88

Reporting performance for large Fundraising data sets 111

Hands-on exercise: Generate reports 113

Hands-on exercise: Generate reports from the Generate executive reports window  114

Reports for Issues  114

Issue Statistics Report 114

Reports for Legislative Tracking  115

Reporting Full Bill Details 115

Selecting Specific Bills 115

Reports for Marketing Suite  117

Reports for Campaigns 117

Reports for Segmentation  119

Reports for RFM  120

Reports for Orders  121

Label report 121

Backorder report 122

Daily Summary report 123

Order Detail report 124

Orders on Hold report 125

Orders by Product Category report 125

Product Detail report 126

Product Inventory List report 127

Product Price List report 128

Product Reorder List report 129

Product Sales by Category and Title report 129

Warehouse Availability Analysis report 130

Transactions by Date report 131

Unposted Transactions by Date report 132

Reports for Process Manager 132

Manager Action Report 133

Manager Future Actions report 133

Manager Incomplete Stage report 134

Manager Opportunity Forecast report 134

Manager Overdue Action Report 135

Manager Response Analysis report 136

Manager Won or Lost Analysis report 136

Opportunities by Salesperson report 137

Opportunity Forecast report 137

Salesperson Action Report 137

Salesperson Future Actions report 138

Salesperson Opportunity Forecast report 138

Salesperson Overdue Actions report 139

Specifications 139

Reports for Referrals  143

Print Invoice report 144

Survey Reports 145

Roster Reports 146

Summary Reports 146

Reports for Service Central 147

Printing Service Central Reports 147

Sample Service Central Reports 148