One of the main aspects of club management clients will need to focus on is Reporting. My Club Business comes with a Reports application that contains many reports used to record all data relevant to the client’s club. Clients should be reviewing the reports regularly. Each client will run their business differently, but ALL clients should be using these reports to stay on top of their club’s data.

Reports are accessed from the Reports application on the dashboard. Reports are categorized into sections based on the type of data each report pulls. There is also a Favorites category that should be used by clients to save reports they frequently use.

Any report can be favorited by selecting the star icon on the report tile. Once a report has been favorited, it will appear in the Favorites category.

Reports Basics

Most reports will work in the same general way: first, Select the data. Next, Filter the data. Finally, Group the data. This basic workflow is followed for all “new” reports.

Again, this will work for MOST reports, but some reports are considered Legacy reports. While Legacy reports are generally NOT recommended to be used, some clients still utilize some of these older reports. Each Legacy report works in its own way, unique to each other report. Legacy reports also do not match the rest of the UI found throughout My Club Business, so they will be easy to distinguish.

Additionally, most reports will come with Print and Export options. These should be used by clients to both print off physical copies of reports as well as export data to be used in other programs such as Excel.

After grouping the data for a report, there will also be options for exporting and printing the group data separate from the base data. Lastly, some reports will also come with an Email Members option which can be used by clients to send a mass email to any members that were pulled in the data that have an email address on file.

Legacy Reports

Some reports found in the Reports application are Legacy reports. While these reports are still technically usable, it is generally NOT recommended to use them. Legacy reports are easily identifiable by their vastly different UI compared to new reports.

Each Legacy report operates differently and comes with its own additional options, so there is no one unified way they work. Again, clients should NOT be using these reports in most, if not all, cases, though some clients will still insist. Report usage will be dependent on the individual reports

Core Recommended Reports

This is a group of core reports that are recommended for most, if not all, clients to use. These reports contain data that is useful for all clients regardless of how they are running their business. Usually, it will be recommended that clients favorite these reports, so they appear in the Favorites category

Each report will also be listed with the category it appears in:

Each of these reports, as well as all other reports, are fully detailed in the Reporting and Analytics section of the Zendesk documentation.