Reports Overview

Reports Overview

Reports

Comsend provides a comprehensive array of valuable reports, enabling administrators to analyze an extensive range of member and campaign data. The data in these reports is dependent on the campaign selected at the top of the admin portal.
Reports can be found under the Reports menu item on the menu on the left.

All reports can be viewed at the default 10 rows per page or expanded up to 100 rows per page.


The reports can be sorted by any column by clicking the column in the header field. Clicking the column again will toggle from ascending to descending order.

Exporting

All reports can be exported into Excel using the Export Report button. The reports will download to your designated download folder. The name of the report will be a concise version of the report name (due to Excel character limitations) followed by a stamp including: your instituted number - the date - the time.

Report Description


ReportDescription
Export Report Name (without stamp)
Invoices SummarySummary invoice report by member (total, paid and balance)Invoices_Sum
Invoices DetailsAn invoice report including a breakdown of charges per memberInv_Details
Invoices Details with All SelectionsSame as Detailed report, with specified member selectionsInv_Dtl_All
Products SummaryA report of each Product ordered, including the unit price, number of orders and total revenueProd_Summary
Credit Card SummaryOnline payments that members submitted through ComsendCC_Summary
Mail in Check/Bill Me RequestsMember commitments to pay (based on the options you gave them)CkBil_Req
Payments SummaryListing of the different payment types you made available to members and total paid via each typePmt_Summary
Payments DetailsAll member payments and commitments to pay by member and date including checks you enteredPmt_Details
Baskets SummarySummary of member who are recipients of greetingsBskts_Summary
Participation Detailed ReportParticipation status by memberPartic_Dtl
Members who have not participatedMembers who did not participate in the campaignNot_Partic
Members who have not been selectedMembers who were not selected by other membersNotSelected
Members who participated last year but not this yearMembers who have yet to participate in the current campaign, and did in the previous campaignLastYr_NoPart
Survey AnswersMember responses to your survey (if you offerred one)Survey_Answrs
ProductsMember product ordersProducts
ReciprocityMembers who were selected via ReciprocityReciprocity
Sender-Receiver listDetailed member selections (who selected whom) by SenderSndRcv_List
Receiver-Sender listDetailed member selections (who selected whom) by ReceiverRcvSnd_List




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