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New: Pass AUI (Admin User Interface) Credit Card Processing Fees to Consumers
in
Financial
;
System Settings
;
Reports
Previously, For CUI (Customer User Interface) transactions, organizations could contact your ACTIVE Net Account Manager to configure passing of credit card processing fees to consumers. For AUI (Admi...
Last Updated: 9/15/2025
Reporting on Number of Members who Scanned in during a Period of Time
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Membership
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Reports
This article covers how to run a report to view the total number of members that visited your facilities during a specific period of time. Scanning customers in is not only a way to allow or deny acce...
Last Updated: 8/26/2025
Generating List of Customer Birthdays a Month
in
Reports
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Population & Communication
You can use the File Export report to generate specific customer birthdays for a month: Go to Reports > General Reports > File Export Select Customers for Table Name Submit Under Custom Lists, check t...
Last Updated: 8/4/2025
New: Membership Auto-Renewal Cancellation Report
in
Membership
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Reports
To allow staff users to view and export records of customers whose membership auto-renewals were cancelled, staff users can run the Membership Auto-renewal Cancellation report by following the steps b...
Last Updated: 7/10/2025
Chargeback Report
in
Reports
To find/view chargeback transactions/receipts, please refer to the steps below to run the Chargeback report. Go to Reports > Financial Reports > Chargeback Under Filters heading, enter desired Transa...
Last Updated: 6/26/2025
Configure Financial Settings for Tax Receipt
in
Financial
;
Reports
This article outlines the steps for configuring a site-wide tax receipt record. It includes the settings to define age ranges and transaction eligibility for tax receipts. Go to Administration > Finan...
Last Updated: 5/30/2025
Running a POS Sales Report
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Reports
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POS
The point of sales (POS sales) report will show what was sold for a given time period. By selecting different filter options, the report can be structured to give a broad outlook or a detailed report....
Last Updated: 5/19/2025
New: File Export for Customer Memberships
in
Reports
To pull membership related data for use in external systems, such as the Identity Access Management (IAM) system, please follow steps below to run a File Export for Customer Memberships. Note: System ...
Last Updated: 4/22/2025
Saving Report Filters for Future Use
in
Reports
To save a report for future use: Go to any Report in Reports tab Add all Filters and Options relevant Under Save Report Definition choose a Report Title Save To find/recall a saved Report: Go back to...
Last Updated: 4/22/2025
New: Report to View Activity Modification Logs
in
Registration & Leagues
;
Reports
To track staff changes to activity records, use the Activity Change Log report. You can track changes to instructors/payroll, fees and discounts, expense GL accounts, dates and times, and departments,...
Last Updated: 3/10/2025
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