INTRODUCTION
Feature Summary: Create a report that shows every package sold by the organization.
Use Cases: Track club performance by reviewing important stats like total sales revenue and remaining punches.
Module 6 is an seventeen-part quick-start guide highlighting the key steps admins should complete when running reports. This article is Part 17.
Part 17: Generate a Pickleball Packages Report
PREREQUISITES
Enable the Packages feature and know how to create packages.
SETUP REQUIREMENTS
Go to the side menu and click REPORTS > PACKAGE(S). Manually set the start and end dates. Enable any combination of filters to narrow the data set (e.g. membership type or waiver agreement type).
Scroll down to the Setup Report Output heading. The table shows all possible columns that could be included in the report (based on the enabled filters). Check or uncheck boxes to add or exclude report columns.
Viewing the report
Click the Run Report button (at the top or bottom of the page). A new tab opens with the report in a table format. Click a button to export the report (.xlsx or PDF).
To filter table data, click the filter icon, select an operator (e.g. is equal to), and enter a value. To change the sort order, go to a column heading and change the direction of the arrow.
Saving a report
Click the Save Report button to keep the report on the platform. Enter a report name and select a Visibility option. Check the box to make it available publicly. If unchecked, only the user who created the report can see the report.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of Module 6's video that covers the information in this article.
Watch the entire Module 6 video to learn about Reporting.
What's next?
CLICK HERE to start the next module, Module 7: Financials.