Previous Step: Account Management
Reports are essential tools to view important data within the system.
Video Instruction
Please watch the video to learn about Reports. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Voids and Refunds.
When to Use
Reports only pull transactional data from the date range that you set on the report, even if you are filtering to a specific instructor, facility, or activity. Reports can be used to pull numerous types of data needed such as:
Rosters for Session Participation
Facility Reservations Taking Place
General Ledger Allocations
Survey Responses
How to Apply
While learning how to utilize Reports, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Familiarize yourself with various reports
Create and save custom reports you may need
Set up scheduled reports if they are needed
Additional Resources
Here are helpful articles about Reports for your reference:
Related Lessons
Next Step: Voids and Refunds