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Billing & Servicing | Advanced Reporting

Weekly Activity Report

The full-featured Weekly Activity Report is designed to help you quickly monitor customer activities on a weekly basis and provide a snapshot of essential information based on weekly activity from Monday through Sunday.

Captured information includes new, cancelled and expiring accounts, customer cancellation and follow-up requests, web note requests, alert messages, delinquent accounts and a handy “contact us” area for feedback to the Member Solutions client service team.

Deposit Activity Report

The Deposit Activity Report is a great tool to make reconciling your advances easier than ever. The easy-to-read, yet comprehensive report contains both deposit summary and deposit details, including total payments processed, returned and refunded payments, customer paid fees, client charges and credits, and special and set advances!

Daily Checkup Report

The Daily Checkup Report is an essential business report that allows you to easily and accurately see trends in many aspects of your business by comparing data such as payments collected, active members, etc., over a six-month rolling period.

A handy “How-To Guide” is easily available to help maximize your effectiveness in interpreting this mission-critical data.

All of our advanced reports are just another example of how we empower our clients with the knowledge to make better and quicker decisions in the day-to-day management of their business.






Thanks to the education I've received from your Customer Support team, I've set up my accounts for auto-pay ... and it's made a huge difference in my gross income! And your new on-demand reports have really simplified things for me. I'm better informed and so are my members!

Marc Unger
Marc Unger Karate
 
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