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Spectrum NG Reports

Spectrum NG Reports. Thursday, November 19, 2009 2:30 – 3:25p, Forest III Edward Gonzalez, Consultant. Reports Overview. Reports VS Query Builder Generate Notification Reports into Categories Q & A. Report VS Query. NG Reports?

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Spectrum NG Reports

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  1. Spectrum NG Reports Thursday, November 19, 2009 2:30 – 3:25p, Forest III Edward Gonzalez, Consultant

  2. Reports Overview • Reports VS Query Builder • Generate Notification • Reports into Categories • Q & A

  3. Report VS Query NG Reports? -information tailored by pre-defined criteria selected by the user Query Builder? - information designed by the user’s choice of criteria fields

  4. Generate Notification Ways to Notify -Letters -Labels -Emails

  5. Mass Email • Current Events, Specials, Birthday wishes, Important notices more… • Basics • Data Fields • Attachments • Templates

  6. Reports into Categories • Member Reports • Attendance Reports • Sales Reports • Series Sale Reports • Inventory Reports • Gift Card Reports • Facility Module Reports

  7. Member Reports 1. Rosters -Members -Prospects -Guest -Responsible Parties

  8. Member Reports 2. Finance - CC expiration - EFT information - Not on Draft - AR Aging (Programs> AR Entries> A/R Aging)

  9. Member Reports 3. Information - Notes - Referral - Birthday - History - Renewal -OLS credentials - Membership Type

  10. Attendance Reports • Member Attendance • Daily Count • Time of Day

  11. Sales Reports • Sales Listings • Sales Detail by Item • Invoice Listing Detail • PayWare Transact Batch Report (Site Admin>Bank> Bank Setup> Select Bank> Choose either EOM/POS> Show Open/Settled Batch)

  12. Series Sales Report • Usage • Employee Performance • Outstanding Sessions • Employee Commission (Site Admin> Billing> Employee Commission> Choose Criteria)

  13. Inventory Reports • Product listing • Inventory Aging • Inventory Count Sheet

  14. Gift Card Reports • Outstanding • Sales • Redemption

  15. Facility Management Reports • Facility Management • Scheduler & Spa • Program Registration • Event Manager

  16. Facility Management • Activity List • Efficiency Report • Retention Report

  17. Scheduler & Spa Reports • Reservation • Day View • Unpaid • Cancellation • Service Inquiry

  18. Program Registration Reports • Rooster • Attendance • Demographics • Daily Schedule

  19. Event Manager Reports • Event List • Booking Calendar • Unpaid • Deposit

  20. Question and Answer

  21. Account Managers ToniGrafner tgrafner@csisoftwareusa.com 800-247-3431 x223 Randy Cruz rcruz@csisoftwareusa.com 800-247-3431 x278 Western North America Eastern North America

  22. Coming Up Next… • 4:00 – 5:00p: Town Hall Meetings! • Health, Fitness, and Wellness Centers, Forest I • Non-Profits (JCC/YMCA), Forest II • Campus/Parks & Recreation, Forest III • 6:00p • Bus leaves for Rainbow Lodge!

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