Using Form Activity Reports

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    Lori Rice

    I have a question, what kind of reports can we generate through memberclicks.  We would like to be able to get activity reports by members.  Can someone please let me know what kind of reports I can create.

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    Kinsey Mahan

    Hi Lori - There are lots of reporting options available, and it would be really helpful to get a bit more information on what type of reports you hope to generate so that we can give you the best advice. Please send an email to help@memberclicks.com with any details you can provide on the reports you're hoping for, and we'll be happy to dig in further.

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    Laurie Honnigford

    I would like to know how i can get some basic accounting information generated through MemberClicks. I get two/three members deposited into my bank account but i have no way to know who renewed/signed up and what the credit card discount fees are. Any help would be appreciated.

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    Kinsey Mahan

    Hi Laurie - Using a combination of the General Ledger (which shows credit card payments through MemberClicks) and the Revenue Account Report should work well for you. The General Ledger is viewable under Forms > General ledger - here's a video about configuring and using Revenue Account Report that I think you'll find helpful.

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