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  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.

Reports Overview

  • ★ Overview of Reports
  • Profile Reports Overview
  • Member Reports Overview
  • Referral Report Overview
  • Contact Reports Overview
  • Task Reports Overview
  • See all 13 articles

Running and Sharing Reports

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

Query Tool

  • ★ ▷ Introducing the Query Tool
  • Practical Custom SQL Queries:
  • Data Views: Breaking Down the Query Tool
  • Advanced Filtering for Queries
  • Managing Queries

Data Insights

  • Overview of Data Insights
  • Using the Dashboards (Data Insights)
  • Membership Dashboards (Data Insights)
  • Revenue Dashboards (Data Insights)
  • Events Dashboards (Data Insights)
  • Using the AI Data Analyst
  • See all 11 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

  • Credit Card Transactions Report
  • Collections Report
  • Accounts Receivable Summary
  • Accounts Receivable Summary By Profile
  • Aging by Profile Report
  • Aging Overview Report
  • See all 33 articles

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