How do I generate reports?

Depending on your permissions, only certain reports may be available to you. From the Administrator Control Panel, click on the Reports tab and select your desired report. Some reports will have a secondary menu, hover over the primary menu and then select the desired report from the secondary menu. Then use the filters on the page to specify the results of your report. The admin will have several options on how to filter certain reports. After you have filtered your reports, click on Show Results to generated and view the report. There will also be an option to download the report as a CSV. To do so, click on the Download as CSV and follow the instructions provided.

Registration Reports

1. IF your permissions allow the admin to generate Registration & Revenue Detail Reportsuse the following list as a help reference for the filters.
   1. The drop down menu with all products as the default selection can be changed to filter by specific products. The field below it will change from Excluded Products to Selected Products. Use these fields to either exclude products or select products.
   2. Click on the Calendar Icon next to the fields State Date and End Date to narrow the reports to show only products with start/end dates within that range.
   3. CNTRL+Click on the items in the Product Status List, Field List, Categories and Product Types to select those items to be included in the report.
   4. Use the Branding drop down menu to filter by branding along with the other filters.
   5. Enter text in the Referral text field to filter by Referral.
2. IF your permissions allow the admin to generate a Registration Summaryreport, use the following list as a help reference for the filters.
   1. Use the drop down menu Product Title to find and select the desired product(s) to filter by. There is a search function within this drop down menu. Simply type in the desired Title and the system will search for products related to the keywords. You may select more than one product by clicking on the products.
   2. Use the drop down menu Category to select the category you wish to filter by.
   3. Select the date range using the Calendar Icon. The first date is the beginning date. The second date is the end date.
   4. Use the check boxes to select which fields you wish to be displayed in the report.
3. IF your permissions allow the admin to generate a Registration Summary by Account Codereport, use the following list as a help reference for the filters.
   1. This report is a summary of registrations and revenue by account code and registration date range. To change the results of the report, edit the date range. For a code specific report enter a specific account code.
   2. Use the Accounting Code text field to get a code specific report. Leave the field blank if you don't wish to have a code specific report.
   3. Use the Fields to Display check-boxes to select which fields you wish to be displayed in the report.

Revenue Reports

1. IF your permissions allow the admin to generate Product Revenue Summary and Detailsreport use the following list as a help reference for the filters.
   1. Click on the Choose Products button and select/deselect products you wish to include or exclude from the report. Click Update to apply your changes.
   2. Click on the Choose Accounting Codes button to select/deselect accounting codes you wish to include or exclude from the report. Click Update to apply your changes.
   3. Use the Date Range drop down menu to filter the report based on the given selections. If the calendar icons are given, use the Calendar Icons to select the date range. First date is the beginning and the second date is the end date.
   4. Select the Report Type using the Report Type drop down menu.
   5. Using the Product Status drop down menu, select the product status you wish to see in the report. You may choose more than one.
2. IF your permissions allow the admin to generate Revenue by Userreport use the following list as a help reference for the filters.
   1. Enter the Users name in the Users Name text field to generate a report based on that user.
   2. Enter the Date Range by using the Calendar Icons to select the range of dates the report will look at.
   3. Under Fields to Display use the check-boxes to include or exclude certain fields from the report.