Last updated on December 15, 2025

Dashboard Top Reports

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  Dashboard Top Reports

     Created by
     Amith, last modified by
     Cathy Beckstead on Nov 14, 2022

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Below is a description of the Top Reports displayed in the Member Manager Dashboard. You may not see all of these reports as they are dependent on your user permissions.

Month-end financial details – Link to month-end financial report in Member Solutions. Member Solutions clients only.

• Deposit activity – Link to deposit activity report in Member Solutions.  Member Solutions clients only.

• Sales by Category – View sales by category or item in a designated date range.

• Payments by Type – Track payments received by payment type and date range.

• Expiring Credit Cards –A list of accounts with expired credit cards  from 30 days ago to 30 days in the future.

• Refund Report – Display members' refund details.

• Return and Chargeback – Lists all returned and charged back payments within a date range.

• New Members – Track all new members and their referral source.