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Knowledge Base |
Reports - Draft: Compare Months
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This article will guide you through generating and understanding the Draft: Compare Months Report. This report products a customer by customer list of positive and negative impacts on the draft.
Requirements - A Master Admin login or a staff type that has the following permissions:
To access the report go to Reports > Sales > Draft Reports > Compare Months. To generate your report, select two months to compare. Choose if you want to filter to view All Draft, Only Memberships (&membership add-ons) or Only Services. Click Run Report.
Once generated, it will display Month 2 Increases, Month 2 Decreases and Draft Net (Month2 vs Month1).
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel. Select the next page to view more details.
The spreadsheet will display the following:
Client Name - The customer's name
User ID - The customer's ClubReady ID number
Impact - The impact value for the club. A positive means the draft is higher in Month 2 vs Month 1 for that amount. Negative means lower in Month 2.
Detail - Invoice detail
Agreement ID - ClubReady agreement ID
Next Invoice Due - Date the next invoice will be due for the customer
Associated Agreement - Notes posted associated to the agreement
Related Articles:
Reports - Draft History Report
Reports- Draft Trends
Widget - Draft Overview
Requirements - A Master Admin login or a staff type that has the following permissions:
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can access sales: monthly draft trend
Accessing The Draft: Compare Months Report
To access the report go to Reports > Sales > Draft Reports > Compare Months. To generate your report, select two months to compare. Choose if you want to filter to view All Draft, Only Memberships (&membership add-ons) or Only Services. Click Run Report.
Once generated, it will display Month 2 Increases, Month 2 Decreases and Draft Net (Month2 vs Month1).
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel. Select the next page to view more details.
The spreadsheet will display the following:
Client Name - The customer's name
User ID - The customer's ClubReady ID number
Impact - The impact value for the club. A positive means the draft is higher in Month 2 vs Month 1 for that amount. Negative means lower in Month 2.
Detail - Invoice detail
Agreement ID - ClubReady agreement ID
Next Invoice Due - Date the next invoice will be due for the customer
Associated Agreement - Notes posted associated to the agreement
Related Articles:
Reports - Draft History Report
Reports- Draft Trends
Widget - Draft Overview
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