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Reports Center Overview

Reports Center helps you quickly find, run, and customize reports so you can track registrations, payments, rosters, and revenue across your club. Use this collection to understand the Reports Center.

Updated this week

Reports Center is your hub for club reporting. It brings key reports into one place so admins and staff can pull the data they need for daily operations, finance workflows, and leadership visibility.

This collection walks you through:

  • How report access and permissions work

  • How to filter reports and add or remove fields

  • When to use Custom Reports and Advanced Filters

  • How to save reports for personal use or create shared templates

  • Which reports are most commonly used and how to choose the right one

What you’ll find in this collection

  • Reports Center access depends on your role, your permissions, and which teams you are connected to.

  • Reports can be configured by updating filters (which records are included) and fields (which columns display in results).

  • Custom Reports allow you to build a reusable view by adjusting filters and fields, then saving it for future use.

  • Advanced Filters add more precise logic when standard filters are not enough.

  • Saved Reports help you reuse a personal view, while Saved Report Templates help standardize reporting across admins.

  • Quick comparison guides help you choose the right report based on whether you need financial detail, roster context, or checkout option responses.

Common ways clubs use Reports Center

  • Registration and enrollment visibility across programs and seasons

  • Collections workflows and identifying outstanding balances

  • Deposit reconciliation and transaction-level payment review

  • Revenue reporting for cash basis or accrual basis workflows

  • Roster operations and player status tracking

  • Director-friendly reporting on participation and checkout responses

If you are not seeing the data you expect

If a report opens but shows little or no data, it is usually caused by access scope or filters.

Common causes include:

  • The staff member is not rostered to the right team(s)

  • The staff member is missing access to the underlying feature area the report pulls from

  • Filters are too narrow or do not match the season, program, or date range you intended

Start here

If you are new to Reports Center or troubleshooting access:

  1. Review Report Access and Permissions to confirm the correct staff permissions are enabled.

  2. Use How to Filter and Add Fields to Reports to tailor a report view to your needs.

  3. Use How to Use Custom Reports to run, save, export, or email report results.

  4. Use Saved Reports and Saved Report Templates to avoid rebuilding recurring reports.

FAQs

What is Reports Center used for?

Reports Center is used to find, run, and configure reports so you can track operational and financial activity across your club.

Why does a staff member see empty reports?

Most empty report results are caused by team assignments, limited feature access, or filters that are too narrow for the staff member’s scope.

Can I customize a report and reuse it later?

Yes. You can adjust filters and fields, then save a report for personal use or save a template for other admins to reuse.

Are Reports Center and Custom Reports available on mobile?

Reports Center configuration and Custom Reports are available on web browser only.

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