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UPCOMING TRAINING ANNOUNCEMENT: We’re offering two FREE in-person client training events, and you’re invited. Training recommend for chambers takes place on Tuesday, July 22 in Philadelphia, PA – learn more & register here. Training for association clients will be held in Los Angeles, CA on Saturday, August 9 - learn more & register here.
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Notice: To comply with updated security standards, beginning July 8, 2025, all users of the Desktop Application, including Desktop Connect, will be required to manually update their application. Please follow the update instructions provided here. Note: This change does not affect users accessing the browser version of MC Trade.
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  1. MemberClicks Trade
  2. Reports

Reports

The MC Trade Report Library is vast - more than 230 intelligently designed Crystal reports you can run with a single click from every module of the system. But that's just the beginning: you also have several tools for accessing and extracting every piece of data you need for analyzing your business.

Running and Sharing Reports

  • ★ Reports Menu Overview
  • ★ Reports Module Overview
  • ★ Extracting and Exporting Data
  • ★ Using the Data Dictionary
  • ★ Custom SQL Queries
  • Running a Report
  • See all 9 articles

Query Tool

  • ★ Introducing the Query Tool
  • Advanced Filtering for Queries
  • Managing Queries

Data Insights

  • Overview of Data Insights
  • Enabling Data Insights
  • Using the Dashboards (Data Insights)
  • Membership Dashboards (Data Insights)
  • Revenue Dashboards (Data Insights)
  • Events Dashboards (Data Insights)
  • See all 12 articles

Dashboard

  • ★ Dashboard Overview

Best Practices for the Reporting Module

  • Print or Export data from a report that is part of a drill-down in a report
  • Quick Ways to Print Lists of Members

Reports Library

  • Collections Report
  • Accounts Receivable Summary
  • Accounts Receivable Summary By Profile
  • Aging by Profile Report
  • Aging Overview Report
  • Aging by Revenue Item (All Open Invoices) Report
  • See all 32 articles

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