When you are looking for quick, high-impact reporting in the Reports Center, these five reports tend to cover the majority of day-to-day club needs. This guide explains what each report is best for and when to use it.
What you’ll find in this article
The five most commonly used reports
What each report is best for
Practical examples of when to run each report
1) Registration Details
Use Registration Details when you need a registration-focused report that is more financial-forward.
Common uses:
Reviewing registration activity tied to payment status or financial outcomes
Auditing registration completion and tracking counts across programs
Pulling a list of registrants for operational follow up
When clubs typically run it:
Before season kickoff to validate registration totals
During the season to monitor registration changes and cancellations
During reconciliation workflows when registration finance visibility is needed
How revenue is calculated in Registration Details
The Registration Details report reflects the underlying registration fee structure, rather than finalized financial activity.
The Total Fee shown in the report is calculated using the following logic:
Total Fee = Amount Due (before discounts) – Financial Aid – Discounts
Behind the scenes, the Amount Due portion is calculated as the sum of payment records where:
The payment has not failed
The record has not been deleted or cancelled
The transaction type is a payment
Because of this logic, refund transactions are not included in this calculation.
This is why totals in Registration Details may differ from some financial reports.
Reports like RTAC are designed to reflect true financial activity and include adjustments such as refunds. If a registration is refunded or changed after the original payment, those adjustments will appear in RTAC but will not change the Total Fee shown in Registration Details.
As a result:
Use RTAC when reviewing finalized revenue totals
Use Registration Details when analyzing registration participation and the original fee structure
2) Cash Transaction Detail
Use Cash Transaction Detail when you need line-item transaction visibility for payment activity and deposits.
Common uses:
Reviewing individual payment transactions, refunds, and fees
Tying out deposits when filtering by reimbursement timing
Supporting financial reconciliation workflows with transaction-level detail
When clubs typically run it:
Weekly or monthly during deposit reconciliation
Any time there is a discrepancy between expected and deposited amounts
When finance teams need supporting detail behind summary reporting
3) Assign Player Status
Use Assign Player Status when you need a roster operations report that supports tracking and organizing players.
Common uses:
Reviewing player status across a program or season
Supporting operational workflows where a player’s status drives next steps
When clubs typically run it:
During team formation periods
Before roster lock deadlines
When staff need a clean list to verify which players are in the expected status
4) Outstanding Payments
Use Outstanding Payments to identify balances that still need to be collected.
Common uses:
Monitoring who has an unpaid balance
Supporting collections workflows and outreach to families
Tracking payment plan installments that are due or overdue
When clubs typically run it:
Weekly during active registration windows
Before major season deadlines to reduce unpaid balances
Leading into month-end financial review cycles
5) Revenue Transactions for Accrual Clubs and Revenue Transactions for Cash Clubs
Use the appropriate Revenue Transactions report to understand revenue activity based on how your club tracks revenue.
Common uses:
Recording and reviewing revenue activity tied to registrations, cancellations, credits, donations, and invoices issued during a selected period
Creating journal entries for month end close
Building a consistent revenue view for leadership and finance review
Understanding revenue trends over a defined period
When clubs typically run it:
Monthly for financial reporting and leadership updates
Creating journal entries for month end close
During season transitions to compare revenue trends across periods
During year-end or fiscal year reporting workflows
Tip for choosing the right report quickly
If your goal is registration outcomes, start with Registration Details.
If your goal is deposit reconciliation and payment line items, use Cash Transaction Detail.
If your goal is roster operations, use Assign Player Status.
If your goal is collections, use Outstanding Payments.
If your goal is revenue reporting, use the Revenue Transactions report that matches your club’s accounting approach.
FAQs
Which report should I start with if I’m focused on registration and financial detail?
If your goal is registration outcomes, start with Registration Details. If you want a complete financial outcome view, use the RTAC (Revenue Transactions for Accrual Clubs) report.
Which report should I use for deposit reconciliation and line-item payment detail?
Use Cash Transaction Detail when you need transaction-level visibility for payment activity and deposits.
Which report should Directors use for roster operations?
Assign Player Status is commonly used for roster operations workflows where a player’s status drives next steps.
How do I choose between the two Revenue Transactions reports?
Use the Revenue Transactions report that matches your club’s accounting approach: Revenue Transactions for Accrual Clubs or Revenue Transactions for Cash Clubs.
Why doesn’t Registration Details always match financial reports like RTAC?
Registration Details reflects the original registration fee structure after discounts and financial aid and does not include refund transactions. Financial reports such as RTAC include true financial activity, including refunds and adjustments, which can cause totals to differ.