Reports Tab
Easily access the data you need to make informed decisions.
By Samantha and 4 others5 authors15 articles
- Reports in the Reports tabOur reports provide reliable insight into all aspects of your organization's operations so you can make informed, strategic decisions.
- Data you can Export from SmartRecNot every report is housed in the Reports tab. This article explores more data you can export from each tab in SmartRec.
- SmartRec API
- How to save a report templatePick the columns to add in your report and save your selection as a template you can pull up later.
- Scheduled Reports
- Facility Events ReportThis customizable report shows details on each event occurring in your facility schedules.
- Payment by Item ReportThis customizable report shows how payments and refunds were applied to invoices and credit memos.
- Accounts Receivable & Account with Credit ReportsBoth reports offer a snapshot of overall client balances as of the selected date.
- Accounts receivable by invoice item reportSee what's unpaid, how much is owed, who owes it, and for how long.
- Activity Occurrence Details ReportObtain a list of all activity occurrences created in the Activities>Edit subtab.
- Activity Performance Summary Report
- Activity Participant Registration Information ReportFind out how much each participant has paid for an activity.
- Activities configuration export reportView and audit configured setting details for each activity, by program.
- Logs Report
- Memberships configuration export report