Running a Report

Running a Report

In MC Trade, you may run a standard report or your custom version of a report.

1. Click on the Reports menu and then Run a Report.
2. Click on a category to expand or, in some cases, click on a category and then sub-category.

There is a breakdown of the categories in the next section.

3. Click on a report name to run the report.
4. Most of the reports will open a parameters window. An example of a parameter is the desired date range. Once you click OK, the report will open in a new window.

There are options to print or export in the far upper left corner.

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Custom Reports

You can click open the Custom Reports menu at the bottom of the list to view all of the custom versions of your reports, that have been uploaded to your association's system. 

If any of your custom reports are saved with the same name as the standard version, you can continue to run those reports from the main report menu. For example, if you have a custom version of the Member Joined report, you can click on the Member Joined link under Member Reports, and the system will run your customized version.

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Report Categories/Sub-Categories

The reports are organized into different categories. Below is a summary of each category. However, there are so many possible reports, designed to bring you a simple or detailed breakdown of information from the different modules of MC Trade. So, use the list below to get a general idea, but then go into the reports, expand each category, and scan the list to see everything. Something may catch your eye.

• Profile Reports: This category includes reports that show contact information for profiles or related profiles. Some reports will show profiles according to affiliation, zip code, and state.
• Member Reports: 
  • In the root of Member Reports are reports that show members with their contact information, or their directory information, you can see who joined, dropped, or renewed within a specified period, and more.
  • Engagement Reports is a sub-category with reports that show event sign ups, number of contacts, number of referrals, and more.
  • Benefit Management Reports is another sub-category with reports that show benefits for each membership level and benefit usage to see the total number and value of each benefit.
• Referral Reports: This category includes reports that show the number of referrals by member or category, number of emails, member logins, and successful and unsuccessful search phrases.
• Contact Reports: This category includes reports that show contact records, last contact information, and sales opportunities.
• Task Reports: This category includes reports that show tasks and project information.
• Event Reports: This category includes reports that show event information, attendees, sponsors, and badges.
• Committee Reports: This category includes reports that show committee information, committee members, and committee attendance. 
• Revenue Reports:
  • In the root of this category are reports that show total revenue by revenue type, total revenue for dues and non-dues, revenue recognition, and a breakdown of sales per user.
  • Accounts Receivable Reports is a sub-category with reports that show receivable amounts broken down by revenue item or profile, and further broken down by age, early payments, and unapplied payment balances.
  • Invoice Reports is a sub-category with reports that show invoices by date range, batch number, invoice number, and more. It also includes reports that focus on open invoices.
  • Payment Reports is a sub-category with reports that show payment broken down by profile and further broken down by total payments for dues, non-dues, events, and more.
  • Statement Reports is a sub-category with statements showing open invoices for every profile or a specific profile.
  • Billing Reports is a sub-category with reports that show billings by profile or revenue item and billing records created by user name.
  • Transactions Reports is a sub-category with reports that show all transactions by profile, posted transactions by batch, account, or class, unposted transactions, and adjustments to invoices, payments, or unapplied payments.
  • Cross Tab is a sub-category with a report that shows all revenue items and amounts per profile.
  • Pledge Reports is a sub-category with reports that show pledge information for a specific campaign (pledge totals and percentage of progress) and invoice/payment information for all campaign pledges in a specific year.
• Sales Opportunities: This category includes reports that show the number of new sales opportunities per month or per user.
• Web Reports:
  • Directory is a sub-category with reports that show directory information, members and their main contact, members and their communication contact, and more.
  • Referrals is a sub-category with top categories, keywords, members, and searches.
  • Events is a sub-category with event attendees, badges, sign up information, and more.
  • Communication is a sub-category with affiliation types, further broken down by affiliation codes, and the number of profiles that are assigned each code.
• Exception Reports: This category includes reports that show members that do not have: a main contact, an active billing record for dues, an active directory listing, and more.
• Admin Reports: This category includes reports that show users logged in, an audit trail, list of users, list of user roles, and more.
• Custom Reports: This category includes custom reports that you added to the system.

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