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Reporting

Every association leader and board needs data to make decisions. Engage AMS comes packed with a slew of pre-designed reports, all of which can be exported to Excel.

Some examples of existing reports include:

  • Applications (Pending check out, complete, deferred, transferred, refunded, pending refund, partial payment, expired, pending payment, withdrawn, partial refund, rejected, and pending review)
  • Memberships (by year, by type, by payment status)
  • Order Summaries (by date)
  • Event Registrations
  • Registration Grouping (sortable reports by year, organization name, name, customer, status, and amount)
  • Event Waiting Lists

Custom reporting can be included; however, additional fees apply and vary depending on the complexity of the report requested.

reporting

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