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Below is a description of the Top Reports displayed in the myVolo Member Manager Dashboard. You may not see all of these reports as they are dependent on your user permissions.
Month-end financial details – Link to month-end financial report in Member Solutions. (Member Solutions clients only).
Deposit activity – Link to deposit activity report in MSI. ( Member Solutions clients only)President’s club – Link to President’s Club report of top billing clients. ( Member Solutions clients only).
Sales by Category – View sales by category or item in a designated date range.
Payments by Type – Track payments received by payment type and date range.
Refund Report – Display members refund details.
New Members – Track all new members and their referral source.
Outstanding Invoices – This data show any and all outstanding, unpaid invoices and is based on date range.
Expiring Credit Cards –A list of accounts with expired credit cards from 30 days ago to 30 days in the future.
Check-in – Track how many members that have checked in.
Cancellations – Lists appointment cancellations by reason.
Appointment overview – Overview of appointments booked. Refund Report – Display members' refund details.
Return and Chargeback – Lists all returned and charged back payments within a date range.
New Members – Track all new members and their referral source.