What reports are available within ClubsBuddy

At ClubsBuddy, we are constantly updating and creating reports for our schools so please check in on this article from time to time to see any updates.

Reports can be accessed from the 'Reception | Reports' tab or from the 'Fees | Reports' tab. Some reports can also be accessed from the 'Activities & Clubs | Manage' for Preference Based Containers only tab.

 

Reception tab reports

Correct as of April 2020

Please note, it's possible that not all of these reports will be available to all Clubs.

Attendance Lists (Per Signup Container) - Shows attendees which can be shown for past or future days/weeks/months or years.

Dormant Members (No Events In Time Period) - Shows event lists and Dormant members with no upcoming events. Schedule can be shown for past or future days/weeks/months or years.

Finance Dashboard - Main report used for reconciling payment providers. Multiple tabs to view a group summary, event summary, billing/group code summary and more.

Member & Parent Export - Ability to export details of all members and parents.


Fees tab reports

Please note: In order to access the Fees reports you must first be assigned a Fees Admin role.

Correct as of April 2020 

Cash Position (Wallet/Credit Balances) - Shows the Wallet and Voucher balances as well as the balances of Students. 

Finance Dashboard - Main report used for reconciling payment providers. Multiple tabs to view a group summary, event summary, billing/group code summary and more.