Reports Marked as Scheduled for Removal

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At CivicPlus®, we strive to develop high-impact and robust software for our customers. We are committed to offering you the most up-to-date technology and features, which means adding innovative functionality and sunsetting outdated or infrequently used offerings.

You will notice that some reports in your Recreation Management software are marked as scheduled for removal.

An example of a report (the Duplicate User Finder) with a banner advising that the report is scheduled for removal.

Please rest assured that before we remove these reports permanently, we will provide you with a detailed and advanced timeline so you can prepare accordingly. We are also working on evaluating replacements for many of these reports to ensure you continue to have access to the data and insights you need to manage your parks and rec operations effectively.

If any of the reports that are scheduled for removal are ones that you use often, please share that feedback with the Recreation Management Technical Support Team. Such information is critical to our ongoing report evaluation and replacement planning process.

Removal Comparable Reports

These reports will not be removed at this time:

  • Memberships Expiring Soon

  • Membership Status Summary

  • Memberships Transactions

  • Duplicate User Report

  • Add-Ons and Discounts

  • Merchant Log Report

  • Manual Adjustment Report


Reports for Removal

These Old Reports are scheduled for removal on September 18, 2024, and the New Reports are the options you can start using instead. To see how to navigate the Reports feature, view our Reporting Guide section on the Help Center.

Sign-in Sheets Report

  • Old Report: Sign-in Sheets (Original Version)

  • New Report: Sign-in Sheets

This report behaves similarly to the original version. The UI is slightly different.

Waiting List Report

  • Old Report: Waiting List

  • New Report: Waiting List Report Example Waiting List Report results for Adult Sports Men's Softball.

Select the Filters drop-down menu. Under the Activity Filters tab, you can filter by:

  • Start Date Range

  • End Date Range

  • Day of the Week

  • Location

  • Program Period

  • Category

  • Activity

  • Session

The Waiting List Report with the Filters drop-down menu expanded and the Activity Filters tab highlighted.

The GL Filters tab allows you to filter by GL Code:The Waiting List Report with the Filters drop-down menu expanded and the GL Filters tab highlighted.

To adjust the report, use the Fields drop-down menu under the Activity Fields tab to add and remove fields. The Waiting List Report screen with the Fields drop-down menu expanded and highlighted alongside the Activity Fields tab.

Summary Count of Registration Prompt Response Report

  • Old Report: Summary Count of Registration Prompt Response and Registration Prompt Responses

  • New Report: Prompt Response by Activity, Prompt Response Summary, Activity Roster with Prompt Response

Both the Prompt Response by Activity Summary and Prompt Response Summary Reports have the same filters and fields available for selection. By selecting the Filters drop-down menu, you can filter by:

  • Start Date Range

  • End Date Range

  • Day of the Week

  • Location

  • Program Period

  • Category

  • Activity

  • Session

Following those Filters are the Prompt response options that you can select to filter by, or leave them blank and it will report all Prompts:The Prompt Responses by Activity Summary report screen with the Filters drop-down menu expanded and the Activity Filters tab highlighted.

Department Participation Report

  • Old Report: Department Participation Report

  • New Report: Roster Report

This report has filters for:

  • User

  • Activity

  • Add-Ons

  • Participant

  • Waiver

  • Custom Data

You can select the Prompt Fields by selecting the Field drop-down:

The Roster Report screen with the Fields drop-down menu expanded and the Prompt Responses tab highlighted.

Select the following fields to see similar data to the Participation report:

  • User Fields: First Name, Last Name, Age, Gender, City, State, ZIP Code

  • Transaction Fields: Amount Paid

  • Activity Fields: Activity, Session, Session Start Date

Roster Report View

The results view of the Roster Report with various informational fields regarding users displayed.

General Entry Report

  • Old Report: General Entry Report

  • New Report: Check-In Summary by Location, Check-In Summary By Activity

Set the date range to the dates of check-in data you wish to see in the report:

The Check-In Summary by Location Report with the From Date/Time and To Date/Time fields highlighted.

Select the Filter tab and the Check-In filters. Then select the Location to see specific locations or leave it set to All Locations to view all:

The Check-In Summary by Location report screen with the Filters drop-down menu expanded and the Check-In Filters tab highlighted.

Prompt Response Report

  • Old Report: Prompt Response Report

  • New Report: Prompt Summary Report

Select the Filters drop-down menu. Under the Activity Filters tab, you can filter by:

  • Start Date Range

  • End Date Range

  • Day of the Week

  • Location

  • Program Period

  • Category

  • Activity

  • Session

Following those Filters are the Prompt response options that you can select to filter by, or leave them blank and it will report all Prompts:The Prompt Summary Report screen with the Filters drop-down menu expanded on the Activity Filters tab, with the Prompts area highlighted.

Activity Data Report

  • Old Report: Activity Data Report

  • New Report: Catalog Export

Note:

You will need to set up a catalog export template. All the steps to create and run this export can be found in these articles.

All Address Export, Account Holder Export

  • Old Reports: All Address Export, Account Holder Export

  • New Reports: People Finder, People Finder (With Report Pickup)

Select the fields drop-down and select Row Count, First Name, Last Name, Date of Birth, Street Address, City, State, Zip, Phone 1, Email address, and then select Apply to see these selections.The People Finder report with the Fields expanded and checkboxes displayed to choose various fields highlighted.

Click the export option from the report menu and select your export type:The People Finder Report with the Export Report drop-down menu expanded and the Normal and Raw options highlighted.

Transactions By Locale

  • Old Report: Transactions By Locale

  • New Report: Transaction Detail

Select the Fields drop-down menu, select the Payer Fields tab, then select the User City and User Zip:The Transaction Detail report with the Fields drop-down menu expanded on the Payer Fields tab.

Deferred Revenue Report

  • Old Report: Deferred Revenue Report

  • New Report: Deferred GL Recognition Detail

This report will allow the user to select different filters and fields to narrow the scope of the detailed report as needed.