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Adjustment Reports

Create an adjustment report to find members who have been given a discount or paid a late fee.  Fun specific reports on credits, fees, and donations.  How do I find everyone that registered and paid a donation? Paid a late fee?

To find a list of all players that were registered with adjustments in their registration, or a specific adjustment, follow these steps:

  1. Go to Club / Payments / Reports and click on the Adjustments tab.screen1.jpegs2.jpeg
  2. Using the filters select:
    • Date Range
      • Options: last 30 days, last 3 months, last 6 months, last 12 months, last 24 months, and/or custom dates.

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    • Program
      • Options specified by the Organization
    • Type of adjustment
      • Options: Fee, Credit, or All

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3. Run the report. To find a specific type of adjustment, such as Donations, use the Search Term field.

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On the upper right side click on Email Balances to Selected Email Addresses to message members or click the Export Data to CSV button.

Note:

  • This report provides a single list of all player accounts that have a specific Adjustment associated with their registration payment.
  • The unique row in the report is children (reference user).
  • Mail merge functionality is also available to allow you to customize the message to the user.
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