Reporting/Data Export

Reports

There are a variety of reports available within the Member Billing System to aid a Membership Director in tracking dues payments, determining who is paid and who isn't.

Billing Status

Member Status Summary - shows a balance for each member, sorted by member name.  This report is across multiple invoices (if there are multiple invoices due, the balance shows the total due).

Aging Report  - this report shows various unpaid invoices and how far past due they are.  'Current' column reflects invoices that are unpaid, but not past due.  1-30, 31-60, 61-90, 91+ columns reflect invoices that are unpaid and are within those respective ranges of days past due.  There are different views in the aging report:

Members with Balances:  member has a balance due (sum of all inv/pmt)
Members with +/- balances : member has a balance due or is paid ahead (sum of all inv/pmt)
Members with aging invoices:  members with at least one unpaid invoices AND the total of the amounts due is non-zero. (in the case a member has two invoices – one over paid by $10, the other underpaid by $10. in this particular case would not show on this report, but would show on Members with unpaid invoices (see below)
All:  all members
Members paid ahead:  members that have a positive balance
Members with unpaid invoices:  member has at least one invoice not marked as paid

Paid/Unpaid Members Report  - this is actually two reports, with a link allowing the user to toggle back and forth.  The report is based on the balance due for each member.  If the member is paid ($0 balance) they appear on the paid report, otherwise they are included in the unpaid report.

Last Term Status - Payment/Credit  - Table of members whose last term was paid with a Payment or Credit, can be configured to include members who do not have a 'last term' (new members).

Process Diagram  - infographic that explains the MMS billing process.

Invoice Report (by date) - this report is not across all invoices, but is designed to show specific invoices based on statement date.  Enter a range of statement dates in order to show a summary of invoices and their amounts.

Paid Thru/Expiration

Paid-Through Report  - shows members who have a paid invoice that is active on a specified date.

Paid Through With Member Info  - generates a list of all current members with most database fields, including Paid-thru date.

New/Drop/Renew

New Members Report  - generates a list of  dues-paying members  (with invoices) that have joined in a specified date range.

Referred By Report  - generates a list of all current members with the name of the person or organization who referred them. Works with the 'Offer Referred-By field' checkbox in Configuration > General.

Renewed Members Report  - generates a list of members who were renewed in a specified month.

Dropped Members Report  - generates a list of all members who were dropped within a specified date range.

Monthly Board Members Report  - monthly version of the Board Members Report. Generates a report that will show, in any given month,
     Aging Report  - how many records fall into different categories based on age of the record.
     Dropped Members
     New Members
     Renewal Payments
     Upcoming Renewals

Quarterly Board Members Report  - a version of the Board Members Report that covers a range of months.

Invoice/Payment

Invoice Report (by date)  - shows member billing invoices across a specified date range.

Invoice Report (item detail)  - shows member billing invoices across a specified date range, also includes filters based on item / invoice notes.

Batch Renewals (future invoice) Report  - shows members will be due for renewal based on a specified posting  date range, or a specified effective  date range.

Member Invoice Graphs  - shows the sum of invoices and number of open invoices for each member.

Payment Report (by date)  - shows members who have a paid invoice that is active on a specified date.

Unassigned Payments  - shows payments that are not assigned to invoices. By default payments  must  apply to invoices, so this report typically does not exist in the system.

Overpayments  - shows payments that exceed the balance on the invoice they are applied to.

Terms of Membership

Terms of Membership  - shows the current membership term for each member.

Terms in Which Members Were Paid  - shows all members that had active, paid dues invoices during a specified date range.

Member Timeline Reports  - shows the member timelines of all members. You can view timelines by membership type as well.

Other

Combined Reporting (Mem/Evr/Store)  - generates an export of transactions throughout the system within a specified date range.

Event Registration Reporting  - opens up the 'all-event reporting' screen from Event Registration.

Store Transaction Reporting  - opens up the transaction report from the Online Store module.

Data Export

If you need to export billing data for use in another software product, the billing system includes a function to export invoice and payment data.  To use this, select the "Export Invoice/Payment Data" option from the Member Billing System menu.  Enter the begin and end dates of the transactions you would like to export.  Select Invoice, Payments, or Both; then click on submit to create a comma-delimited file (.csv) that will contain the data.