This article provides a listing and brief descriptions of the reports you can choose from in Recreation Management.
Custom Reports
Learn how to create and save custom reports to add to the Custom Reports tab.
Transaction Reports
Transaction Report: View transactions based on specified criteria
Transaction Detail: Access transactions with details, based on specified criteria
Transaction Summary: Provides a summary of transactions
Transaction Summary (With Report Pickup): Provides a summary of transactions
Transactions by Activity Detail: Transactions with details, sectioned and tallied by activity
Transactions by Category and Activity: Transaction details that are sectioned and tallied by category and activity
Transaction Summary by Category, Activity, and Session: View a summary of transactions sectioned and tallied by category, activity, and session
Transaction Summary by Category and Activity: See a summary of transactions sectioned and tallied by category and activity
Transactions by Receipt Location: Transactions sectioned and tallied by receipt location
Transactions by Receipt Location Summary: View a summary of transactions, tallied by receipt location
Transactions by Receipt Location Summary (With Report Pickup): View a summary of transactions, tallied by receipt location
Transactions by Receipt Location Detail: Access transactions with details, sectioned and tallied by receipt location
Transactions by Cost Center: View transactions sectioned and tallied by cost center
Transactions by Cost Center Summary: Summary of transactions, tallied by cost center
Transactions by Cost Center Detail: Transactions with details, sectioned and tallied by cost center
Transactions by Item Location Summary: View a summary of transactions, tallied by item location
Transactions by Item Location Detail: View transactions with details, sectioned and tallied by item location
Transactions by Employee: See transactions sectioned and tallied by each employee
Transactions by Employee Detail: Transactions with details, sectioned and tallied by employee
Transactions by Payment Type: View transactions sectioned and tallied by payment type
Transactions by Payment Type Detail: Transactions with details, sectioned and tallied by payment type
Registration Summary: Summary of registrations, tallied by activity, including a comparison of new and returning users
Registration Detail: View registration transactions with details, sectioned and tallied by activity
Revenue Per User: Provides a summary of total revenue per user
Revenue Per Family: View a summary of total revenue per family
Refund Report: See refund transactions based on specified criteria
POS Summary Report: View summary of POS items and quantities
POS Summary by Location: A summary of POS items and quantities, sectioned and tallied by location
POS Location Summary by Item: Summary of POS totals per location, sectioned and tallied by item
POS Detail Report: View POS item sales individually, sectioned by item
Merchant Log: View messages to and from the merchant account
Auto Billing Report: Access auto billing approvals/declines
General Ledger (GL) / Revenue Reports
General Ledger Summary: View a summary of GL accounts by date, tallied by GL code
General Ledger Summary (With Report Pickup): View a summary of GL accounts by date, tallied by GL code
Long-Term GL Summary: General Ledger Summary report designed for large time periods
GL Summary By User: General Ledger Summary report grouped by user
GL Summary By Date: General Ledger Summary report, grouped by date
Deferred GL Recognition Summary: View a summary of deferred revenue by date
General Ledger Detail: View GL accounts by date, sectioned and tallied by GL code
General Ledger Detail (With Report Pickup): View GL accounts by date, sectioned and tallied by GL code. The Report Pickup option is recommended for larger data sets that take more time to process
Deferred GL Recognition Date Summary: View a summary of deferred revenue by date, tallied by GL code. Used with the double-entry accounting module
Deferred GL Recognition Summary by Date: See a summary of deferred revenue by date, tallied by GL code. Used with the double-entry accounting module
Deferred GL Recognition Detail: View a detailed listing of deferred revenue. Used with the double-entry accounting module
GL Summary By Receipt Location: A summary of GL accounts by date, tallied by receipt location and GL code
GL Detail By Receipt Location: See GL accounts by date, sectioned and tallied by receipt location and GL code
GL Summary By Cost Center: Access a summary of GL accounts by date, tallied by cost center and GL code
GL Payment Summary By Cost Center: View a summary by payment type of GL accounts by date, tallied by cost center and GL code
GL Cost Center Payment Summary By Receipt Location: View a summary by payment type of GL accounts by date, tallied by cost center and GL code, sectioned by receipt location
Deferred Revenue Summary: See a summary of deferred revenue, tallied by deferred code
Deferred Revenue Detail: View transactions with details, sectioned and tallied by deferred code
Unearned Revenue Summary: View a summary of unearned revenue, tallied by cash code
Unearned Revenue Detail: View transactions with details, sectioned and tallied by cash code
Accounts Receivable (AR) Reports
Balance Due Summary by Account: View a summary of balances due, tallied by account
Balance Due by Account: See a listing of balances due, sectioned and tallied by account
Account Balance by Date: View a listing of balances due and 30/60/90/120 days overdue balances, sorted by effective date
Balance Summary by Category, Activity, and Session: Provides a summary of balances due sectioned and tallied by category, activity, and session
Balance Detail by Session: See a detailed listing of balances due sectioned by session
Account Receivable Balance with Aging: A list of all AR balances listed in columns showing account age
Account Credits with Aging: A list of all accounts with credit balances listed in columns showing the amount of time the credit has shown no activity
Consolidated AR Report: A list of all accounts with both balances and credits current as of the date selected
Addon / Discount Reports
Addon Summary: Get an overview tallied by addon
Discount Summary: Access an overview tallied by discount
Instructor Reports
Instructor Transaction Summary: View a summary of instructors' transactions, their activity/participant counts, and fees due, tallied by each instructor
Instructor Transaction Summary by Session: Get a summary of instructors' transactions, their activity/participant counts, and fees due, tallied by each instructor and sectioned by session
Instructor Transaction Detail: View instructors' transactions with details and fees due, sectioned and tallied by instructor and activity
Instructor Activity Summary: Access a summary of activities, sessions, and participants per instructor
Instructor Activity Detail: View a listing of activities and sessions, sectioned by instructor
Instructor Listing: View a listing of all instructors in the system
Inventory Reports
Inventory Log Summary: View the inventory log summary
Item Inventory Status By Location: Get inventory counts and information by location
Equipment Rental Reports
Rental Item Reservation Report: View rental item reservations by date.
Rental Item Inventory Report: Summary of rental item inventory as of the current date.
Checked Out Equipment Rental Items: View checked out rental items by date.
Activity Reports
Activities Report: View a general listing of activities based on specified criteria
Activities Report (With Report Pickup): A general listing of activities based on specified criteria. The Report Pickup option is recommended for larger data sets that take more time to process
Activities by Facility: See a listing of activities, sectioned by facility
Prompt Responses by Activity Summary: Access a summary of prompt responses, sectioned by activity
Prompt Summary by Session: Get a summary of prompt responses, sectioned by session
Prompt Summary Report: View a summary of prompt responses
Waiting List Report: View active waiting lists, sectioned by activity
Survey Response Summary By Activity: An overview of survey results by activity and session
Survey Response Detail By Activity: A detailed list of survey responses grouped by activity
Sign-In Sheets: Print a sign-in sheet for each of your activities
Activity Prompt Group Report: Print/View prompt responses grouped and sectioned by two different prompts
Sign-In Sheets (Original Version): Print a sign-in sheet for each of your activities (report is scheduled for removal)
Waiting List: View people who are waiting for an activity opening (report is scheduled for removal)
Summary Count of Registration Prompt Responses: View totals by prompt to your activity registration prompts (report is scheduled for removal)
Registration Prompt Responses: View how registrants responded to prompts that were set up for activities (report is scheduled for removal)
Department Participation Report: A large list of participants and payments (report is scheduled for removal)
Catalog Export: Catalog data export wizard
Reservation Reports
Survey Response Summary By Facility: An overview of survey results by activity and session
Survey Response Detail By Facility: A detailed list of survey responses grouped by activity
Locations Report: View a list of locations associated with one or more facilities and activity schedules
Facilities Report: Access a listing of facilities, sectioned by location
Facility List: View a listing of facilities
Facility Reservations By Facility: Get a listing of facility reservations, sectioned by facility
Facility Rate Types Report: View a listing of facility rate types
Facility Rate Types Report (With Report Pickup): View a listing of facility rate types. The Report Pickup option is recommended for larger data sets that take more time to process
Time Add-Ons By Facility: See time add-ons by facility
Facility Reservations By Date: View a listing of facility reservations, sectioned by date
Facility Reservations By Start Date: See a listing of facility reservations, sectioned by start date
Facility Reservations By End Date: View a listing of facility reservations, sectioned by end date
Facility Usage Report: Get an overview of facility usage
License Plate Report: View a listing of facility reservations, sectioned by license plates
Scholarship Reports
Scholarship Usage Summary: Summary of scholarship funds allocated, expired, used, and remaining
Scholarship Usage by Account: Account-level summary of scholarship funds allocated, expired, and utilized
User / Roster Reports
People Finder: Report on all users in the system
People Finder (With Report Pickup): Report on all users in the system. The Report Pickup option is recommended for larger data sets that take more time to process
Account Holder Report: Report on all account holders in the system
Account Member Counts: Get account member counts for each account holder
Roster Report: A listing of all registered users, sectioned by program
Roster Report (With Report Pickup): A listing of all registered users, sectioned by program. The Report Pickup option is recommended for larger data sets of up to 25,000 records that take more time to process
Roster Report By Entry: A listing of all registered users, sectioned by entry
Roster Report By Team: A listing of all registered users, sectioned by league and team
Ticket Barcode Report: A listing of all registered users, sectioned by program
Coaches Report: A listing of all coaches by activity
Waiting List Users: Waiting lists by activity with user information
Transactions by Account: View a listing of transactions sectioned and tallied by account
Transactions Detail by Account: View a listing of transaction line items sectioned and tallied by account
User Credit Summary by Account: View a summary of user credit by account.
User Credit by Account: View a listing of user credit sectioned and tallied by account.
User Flag Report: View a listing of users with flags sectioned by flag type
Flag Assignment Log: A log of flag assignments
Forced Residents: A list of users who have forced residency
Access Group Users: Shows which users are in which access groups, sectioned by access group
User Access Groups: Shows a list of users and access groups sorted by user
Membership Reports
Membership Report: A listing of memberships sectioned by type
Membership Report with Transaction Data: A listing of memberships, including financial/transaction data, sectioned by type
Membership Report with Checkin Data: A listing of memberships that includes check-in data, sectioned by type
Active Membership Summary: Tallies of active memberships within a date range, sectioned by type
Membership Scans: Summary of membership facility scans.
Memberships Expiring Soon: A list of memberships expiring within the next 30 days (report is scheduled for removal)
Membership Status Summary: View membership levels and counts (report is scheduled for removal)
Membership Transactions: List of registrations, invoices, and payments for memberships (report is scheduled for removal)
General Entry Report: Counts by attribute when the General Entry check-in module is used (report is scheduled for removal)
Check-In Reports
Check-In Summary By Membership: View a summary of check-ins, tallied by membership type
Check-In Summary By Location: See a summary of check-ins, tallied by location/facility
Check-In Summary By User: View a summary of check-ins, tallied by each user
Check-In Log by Location: A listing of check-ins, by location/facility, based on specified criteria
Check-In Summary by Activity: Shows a summary of activity check-ins, tallied by session
Check-In Log by Activity: View a listing of check-ins, by activity/session, based on specified criteria
Volunteer Check-In Log by Activity: Volunteer check-ins by activity
Volunteer Check-In Log by Activity and User: Volunteer check-ins by activity and user
Volunteer Check-In User Totals by Activity: Volunteer check-in user totals by activity
Admissions Report: View a summary of check-ins sectioned by type
Admissions Report by Day of Week: View a summary of check-ins by type and day of week
Admissions Report by Date: View a summary of check-ins by type and date
Admissions Report by Hour: View a summary of check-ins by type and hour
Miscellaneous (Misc) Reports
Activity Data (All): A master list of activities and associated data
Activity Data (All) (With Report Pickup): A master list of activities and associated data
Activity Data (Current): A master list of activities and associated data
Survey Response Summary by Category: Get a broad overview of survey response data broken down by category
Survey Response Summary by Survey Template: Get a broad overview of survey response data broken down by template
Gift Card Balance: Get an overview of user gift card balances
POS Item Configuration Report: Get information on how POS Items are configured
Auto Void Report: View transactions that meet the criteria to be voided automatically
Catalog Analytics: Get catalog/cart performance stats
Prompt Response Report: View responses given to department prompts during the checkout process (report is scheduled for removal)
Duplicate User Finder: Find registrants that have multiple accounts in the system and merge them (report is scheduled for removal)
Activity Data Export: Create an exportable file that can be used in developing catalogs (report is scheduled for removal)
All Address Export: Create an exportable file that can be used in Excel Mail Merge (report is scheduled for removal)
Account Holder Report: Create an exportable file of only account holders (report is scheduled for removal)
Financial Reports
Add-Ons and Discounts: View details and totals of addons/discounts (report is scheduled for removal)
Transactions By Locale: See a list of transactions by city, county, or ZIP code (report is scheduled for removal)
Merchant Log Report: View all messages to and from the online merchant account (report is scheduled for removal)
Fee Waivers By Employee: Shows fees that have been waived by each employee (report is scheduled for removal)
Manual Adjustment Report: View balance due and user credit adjustments by staff (report is scheduled for removal)
Deferred Revenue: View a list of transactions that involve deferred revenue (with as-of date) (report is scheduled for removal)