Dashboard Top Reports

Owned by Member Solutions
Last updated: Nov 14, 2022 by Cathy Beckstead

Below is a description of the Top Reports displayed in the 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 Member Solutions.  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.

  • Expiring Credit Cards –A list of accounts with expired credit cards  from 30 days ago to 30 days in the future.

  • 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.