Not every available report in Amilia SmartRec is housed in the Reports tab. Each tab contains specific data that can be exported based on each section. You will find a short description of more data you can export, which may depend on your administrator permission.
1. Clients
1. Clients
In the Accounts or People subtabs, add filters based on the members you are looking for. Select the results and click on Operations > Export. Exports include clients' contact information and registration form information.
2. Store
2. Store
Click on Export Excel or the download arrow to the right to download:
List of Merchandise: This data is available in the Merchandise > Manage subtab. It includes each item's selling price and remaining inventory.
Who purchased your Merchandise: This data is available in the Merchandise > Orders subtab. It includes the client's name, the date of purchase, and basic details on the item that was purchased in your SmartRec store and/or using Point of sale.
Fundraising Campaign: In the Fundraising subtab, click on the Export button to access a list of clients that have contributed to a fundraising event. It includes the donor's name, the date of purchase and the amount contributed.
3. Activities
3. Activities
In the Registration subtab, select the activities and click on Operations to export:
Custom reports (selection summary): Export exactly what you need to know about registered participants. In addition to contact details, include information based on answers to extra questions from your registration forms.
Attendance lists: You can also export attendance sheets to print out and customize additional information you would like to include. Under Activities > Registration, select the number of registered participants next to the desired activity and go to the subtab Attendance list. Select your start date and the number of classes you would like to include in the attendance list and generate the Excel document under Operations. Additional information, such as contact information or extra questions, can also be included. Staff can also take attendance using the Amilia app.
4. Memberships
4. Memberships
Select the memberships and/or subscriptions and click on Operations to export:
Memberships/Members: Get a list of your memberships/subscriptions and/or participants who have purchased one.
Expired memberships: The list of expired memberships/subscriptions.
5. Access Management
5. Access Management
On the Access points page, click on “...” to export:
Access points report: A list of every participant scanned during the Dates period. Can add additional columns (such as Check in or out, Access type, Warning, Block reason, contract details, membership and basic client information).
6. Facilities
6. Facilities
In the Overview subtab, you can export:
Facility events report: Review facility usage, types of bookings made, hours spent by booking type, hours spent by client, etc. View all facility bookings, with facility name, address, start and end time of booking, booking type, and (if applicable) client name, id, and community segment.
Facility booking details report: Review facility specific booking details and information. Can include contract details, invoice IDs, and basic client information.
7. Communities
7. Communities
In the Scholarships subtab, under View Scholarship report, you can download your:
Scholarship history: This customizable report provides a list of participants that paid for an item in your store using a scholarship. It includes the client's name, scholarship name, amount used, total amount allocated, date scholarship was applied, and what type of purchase it was applied to (merchandise, activity, drop-in, etc). You can choose to add personal account information, such as the address and contact information, as well as the Invoice ID. The same person appears multiple times in this report, once for each time a scholarship is applied to them.
8. Contracts
8. Contracts
Select the contract(s) and click on "...” icon on the right-hand side to export:
Contract summary: This report includes each contract's state, the client's name, and an overview of the number of billable items in the contract and the resulting total cost.
9. Staff
9. Staff
In the Staff > Management subtab, click on Actions to export:
Timesheets: Provides a sheet for each staff member assigned to an activity. This report uses the total hours of the activity for each day (activity start-end time) and multiplies it by the hourly rate you specified for the staff member.
10. Skills
10. Skills
Select the skill(s) and click on Operations to export:
Skills report (detailed or shortened): Find out when (and to whom) you assigned a skill.
Skills assignments and removals: Find out when participants were awarded a skill and/or when their skill was removed.
11. Point of sale
11. Point of sale
In the Shifts subtab, select the workstation(s) and click on Operations to export:
End of shift report: The data in the report pertains to the Open/Close dates of the selected workstation(s). It contains invoice numbers, the payments and payment types that were processed, for which amount, to which client account, and which administrator performed the transactions.
12. Accounting and finance
12. Accounting and finance
In the Ledger codes subtab, select the code(s) and click on Operations to export:
Linked ledger codes: Use this report to ensure that each item is assigned the correct ledger code.
In the Merchant account subtab, select a date range, payment method and click on the export icon to download the:
Merchant account settlement & fee report: This report is used mainly for bank account reconciliation, allowing you to check your bank account deposits against deposit transfers from Paysafe. It shows Paysafe transfers for processed payments, as well as the receipt number from SmartRec. This is also accessible in the Accounting and finance > Merchant account subtab.
*Last updated April 2024
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