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Wiki source code of Invoices and Payments

Version 12.1 by David Stadnyk on 2026/03/26 03:15
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 **Reports**
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5 Clicking **Reports** opens a page with a wide range of reporting options, including Payments by Type, New Members, Outstanding Invoices, Sales by Category, and more.
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7 Depending on the report selected, you will be presented with various search criteria such as first and last name, member ID, or a date range. Once you have defined your criteria, you can:
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9 * **Download or Print** the report
10 * **Send an email or text** to all members that match the report criteria
11 * **Schedule a recurring report**
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13 **Scheduling a Report** To schedule a recurring report, select the **Schedule Report** option. From there, choose whether the report should be generated **Daily, Weekly, or Monthly**, set the time you would like it generated, and specify who the report should be emailed to.
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15 **Note:** Not all reports support every option. For example, the Inactive Members report does not include the option to schedule recurring reports.
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17 {{include reference="KBSupportCTA.WebHome"/}}