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Wiki source code of Dashboard Top Reports

Last modified by Isaac Mejia on 2026/02/05 15:22
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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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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]]
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"/}}