Platform capabilities

Financial members

This section provides an overview of all members who are currently financial.

Unfinancial members

This section details members who are unfinancial and may require follow-up.

Year-to-date member sign-ups

Tracks the total number of new member sign-ups for the current year.

Year-to-date resignations

Shows the total number of member resignations recorded this year.

Join method

Provides information on how members joined, including the platforms or methods used.

Members on hold

Lists members whose memberships are temporarily on hold.

Additional membership reporting options

Explore further reporting tools and options for a deeper analysis of membership data.

Date of sign-up

Displays the date when the member, customer, or donor signed up.

Name of the new member, customer, or donor

Lists the name of the individual who signed up.

Contact details

Provides the contact information of the new member, customer, or donor.

Form response answers

Includes the responses given by the new member, customer, or donor on the sign-up form.

Approval options

Allows for various actions to be taken, including:

• Approving membership
• Creating subscriptions
• Updating profiles

View organisations involved in payroll deductions

Users can view all organisations that are part of payroll deduction processes.

Add a new payroll deduction

Users can add a new payroll deduction by specifying the following details:

• Payer
• Interval
• Effective date
• Received date
• Payment method
• Received amount

Total donors

Provides an overview of the total number of donors.

Total donations by donor amount

Tracks donations categorised by donor contribution amount.

New donors year-to-date

Highlights the number of donors who have contributed for the first time this year.

Total donors year-to-date

Displays the overall number of donors recorded so far this year.

Inactive donors

Identifies donors who are no longer active.

Inactive donors by date

Allows tracking of inactive donors based on specific timeframes.

Use action centres for reporting

Action Centres can be utilised for various reporting purposes, providing users with tools to streamline their analysis and decision-making.

Sort, search, and export tables

Users can sort, search, and export data tables, allowing for further analysis and efficient organisation of information.

Schedule reports automatically

Reports can be scheduled to run automatically at set intervals, ensuring users have access to up-to-date and relevant information without manual intervention.

Payment date

Details the date on which the payment was received.

Payer’s name

Identifies the individual or organisation making the payment.

Membership number

Displays the unique membership number associated with the payer.

Total amount paid

Indicates the full payment amount received for the transaction.

Payment status

Shows the current status of the payment, such as pending, completed, or unsuccessful.

Payment method

Specifies the method used to process the payment, such as credit card, bank transfer, or cash.

Receipt number

Provides a unique receipt number for tracking and reference purposes.

Payer name

Displays the name of the individual or entity making the payment.

Membership number

Shows the unique membership identifier associated with the payer.

Organisation

Indicates the organisation linked to the payer.

Contact details

Provides the relevant contact information for the payer.

Payer’s name

Displays the name of the individual or entity responsible for the payment.

Payment method

Shows the method used to attempt the payment, such as credit card or bank transfer.

Contact details

Provides the contact information of the payer for follow-up.

Date of payment failure

Indicates the specific date when the payment attempt failed.

Updated details tracking

A centralised view showing contacts who have modified their information, enabling efficient monitoring of profile changes.

Identify and highlight contacts

Maintain data accuracy by focusing on contacts with missing or recently changed information.

Lead name

Displays the name of the lead for easy identification.

Lead details

Provides relevant details about the lead to aid in evaluation.

Additional form submission data

Includes supplementary information submitted through forms.

Options to review, categorise, and add leads to a list

Allows users to take the following actions:

• Review lead information.
• Categorise leads based on criteria.
• Add leads to a designated list.

Date of form submission

Displays the submission date of each form response for tracking purposes.

Respondent information

Includes the first name and last name of the individual who submitted the form.

Form response details

Provides key information included in the form response in an organised format.

Contact details

Displays contact information if it has been provided or is required.

Data presentation

Form responses are shown in a table format to ensure easy review and accessibility.