Wiki source code of Dashboard Top Reports
Last modified by Isaac Mejia on 2026/02/05 15:22
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1.1 | 1 | {{include reference="KBArticleHeader.WebHome"/}} |
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| 3 | = Dashboard Top Reports = | ||
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| 5 | Dashboard Top Reports | ||
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4.1 | 9 | [data-colorid=iclxyv26vl]{color:#ff5630} html[data-color-mode=dark] [data-colorid=iclxyv26vl]{color:#cf2600}[data-colorid=u1fe8yhk1q]{color:#ff5630} html[data-color-mode=dark] [data-colorid=u1fe8yhk1q]{color:#cf2600}[[image:kb-1487503923-2101837846-1.png]] |
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1.1 | 10 | Below is a description of the Top Reports displayed in the Member Manager Dashboard. You may not see all of these reports as they are dependent on your user permissions. |
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| 12 | **Month-end financial details** – Link to month-end financial report in Member Solutions. Member Solutions clients only. | ||
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| 14 | * **Deposit activity** – Link to deposit activity report in Member Solutions. Member Solutions clients only. | ||
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| 16 | * **Sales by Category** – View sales by category or item in a designated date range. | ||
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| 18 | * **Payments by Type** – Track payments received by payment type and date range. | ||
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| 20 | * **Expiring Credit Cards **–A list of accounts with expired credit cards from 30 days ago to 30 days in the future. | ||
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| 22 | * **Refund Report **– Display members' refund details. | ||
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| 24 | * **Return and Chargeback** – Lists all returned and charged back payments within a date range. | ||
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| 26 | * **New Members** – Track all new members and their referral source. | ||
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| 28 | {{include reference="KBSupportCTA.WebHome"/}} |