CM/MZ Reports Table of Contents

Billing Reports

Accounts Receivables Reports

• Accounts Receivable Aging Detail
• Accounts Receivable Aging Summary

Autopay Reports

• ePayment Fee Assignment Report
• ePayment Profile Report

General Billing Reports

• Batch Summary Report
• Billing Pre-Check Report
• Collections Report
• Credit Card Listing Report
• Member Transaction Summary Report
• Payment Summary Report for Membership Dues
• Unapplied Credits and Payments Report
• View Report of All Assigned Membership Fee Items

Invoice Reports

• Invoice Summary Report
• Open Invoices Report
• Reprint Invoices, Statements, and Reports

Communication Reports

• Prospects and Communication by Rep: Detail
• Prospects and Communication by Rep: Summary
• Send Communication Based on Custom Report Criteria
• Email Status Summary
• Member Contact Benchmark
• Member Contact Report
• Quarantined Invalid Email Address Report

Member Reports

Benefit Tracking

• Member Benefit Batch Print or Email
• Reporting Benefit Usage

Create Group from Report

• Create a Group from Custom Criteria

Custom Reports

• Advanced Custom Report Builder
• Create a Custom Field Report
• Create a Custom Report Layout
• Custom Member Report
• Custom Representative Report

Drops

• Create Member Drop Reasons
• Membership Drop Analysis Report
• Member Listing by Drop Date

Join Date

• Anniversary Month Report
• Member Listing by Join Date
• Membership Growth Report

Member Engagement Reports

• Member Engagement (At Risk)

• Member Engagement (Most Active)

Membership Growth

• Membership Growth Report

Member Stats

• Anniversary Month Report
• Member by Status Report
• View Individual Member Stats
• Web Statistics Explanations

Misc. Member Reports

• Directory Category & Attribute Assignments Report
• eReferral Report

• Hot Deal Reporting

• Member Directory Report 
• Organizational Dashboard Report
• Request for Proposal Reporting

Rep Reports

• Representative Permissions Report
• Report of Reps by Type

Retention Reports

• Active Members Report
• Historical Membership Comparison
• Member Listing by Drop Date
• Member Listing by Join Date
• Member Longevity
• Membership Drop Analysis Report
• Membership Growth Report
• Membership Renewals Report

Event Reports

• Event Additional Fee Items Report
• Event Activity Summary Report
• Event Attendance Summary – Members
• Event Attendance Summary – Non-Members
• Event Discount Usage Report
• Event Sponsor Report
• Event Summary Listing Report

Miscellaneous Reports

• Advanced Custom Report Builder

• Common Membership Calculations

• Create a Custom Report Layout

• Directory Category & Attribute Assignments Report

• Member Directory Report

• Members By Category Report

• Members by QuickLink Report

• Organizational Dashboard Report

• eReferral Report

Sales Reports

• Deleted Transactions Report
• Prospective Sales Pipeline Report
• Sales by Item Report
• Scheduled Sales by Month Report