In this webinar replay Michelle and Tanin go over how to create Registration/Transaction reports, how to edit and export reports, how to set up automated reports, along with updates on brand-new Report functionality, tips, tricks and ways to solve common reporting problems.

*Note-
The video is time stamped below for your time & viewing-convenience*

What's covered in this video

Introduction (0.00)

  • Powerpoint overview of what is covered (1:50)

Registrations Reporting (3.50)

  • Working with filters (4:30)
  • Screen options for display (5:30)
  • Adjusting the table size (6:25)
  • Proper question creation/tracking with reports (7:30)
  • Meals Summary (10:20)
  • Saving filter as a Report (11:00)

Transactions Reporting (12:15)

  • Basic transactions report (12:45)
  • Transaction screen options/display (13:30)
  • NEW Functionality "show totals and summary" (14:15)
  • NEW Feature "Revenue Dates" (accrual accounting) (15:00)
  • Creating transaction categories (17:25)
  • NEW Transaction Category options (17:50)
  • NEW Exporting/Editing Reports (21:00)
  • Exporting all columns (23:10)

Standard Reports (24:45)

  • Kitchen Report (25:00)
  • Programs Tally (26:06)

Creating Automated Scheduled Reports (28:10)

See the video tutorial below:
(for more advanced set-up options see help article here)

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