Club Account Reporting

To use an existing club account report:

1. Open the Main Menu.
2. In the Reports submenu, select Manage.
3. Change the Category to Club Account.
4. Select one of the following SubCategories:
   • Billable Club Account Transactions: Displays information about club account transactions and the members who completed these transactions.
   • Club Account Charge Data, All Balances: Displays information about charges made to members' club accounts.
   • Club Account Charges by Member: Contains details about members' club account charges.
   • Club Account Detail: Details members' club account dues and payments. Contains columns that can be used to create a billing statement for club account members.
   • Club Account Invoices Drafted: Displays details about members' club account invoices.
   • Club Account Statement: Can be used to create billing statements for club accounts.
   • Club Account Submissions: Displays details about club account transaction billing.
   • Recurring Service Invoices: Contains information about member club account invoices for recurring services.

   Not all of these subcategories may have a default report. You can still create a report within each subcategory. See Create a Custom Report.

5. Click Search.
6. Click the name of the report.
7. Set the Runtime Filters, if any exist.
8. Click Run Report.
   This report will appear in the All Pending Reports section of the Manage Report Queue page. When the report is ready, it will move to the top of the Completed Reports list.
   If the report name is in bold and underlined, it contains data. Otherwise, there is no data to provide on this report.
9. Click the name of the report at the top of the Completed Reports list.
   The report will download and open as a PDF document.