Reporting

There are variety of reporting features included in the MMS system. Many organizations have specific reporting needs, so if you don't see a report or label that will work for your group, feel free to ask for an accommodation. Often, a customization can be accomplished at low cost or at no cost.

Quick Reports - these are some basic, ready-made reports that are available to all members.  The Quick Reports are available under the Members Area Features subsection of the main menu.

Member Name Search - under the Members Area Features on the main menu, this is a feature that allows all members to search for a particular member based on name (first name, last name, business name).

Member Directory - largely used by organizations in Business mode, the MMS offers a facility that can be linked to outside of the members area.  This presents the public with a way to search for members based on business name, keyword, category.  There is also an option to allow the user to view all members.

Reporting/Lists/Labels - this feature allows a quick method for an admin to create a report, mailing labels, or to extract data to a comma-delimited file (.csv).

Custom Reports - this is a more powerful, but more complex method for setting up reports that can be re-used again and again.  These reports can also be included in the quick reports section, making them available to the general member (member-level) users. Custom Reports are not recommended for billing purposes.