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• 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 in Reports; 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

• 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: 3/4/2025

• Facility Charge Matrix Report in Reports; Reservation
  The Charge Matrix report shows a list of instructor, facility and equipment reservation charges that are applicable depending on transaction factors such as customer type, event type, site, etc. Acti...
• Last Updated: 2/25/2025

• Create a Debit and Credit Column in a Financial Export Template in Financial; Reports
  To create a Debit Column and Credit Column in a Financial Export Template, please follow the steps below: DEBIT Column: Administration > Financial Settings > Export Template Click Add New to create a...
• Last Updated: 1/21/2025

• Reconciling Remittance in Financial; Reports
  Note: Remittance can be set up to be Daily, Weekly, or Bi-weekly, depending on your contract with ACTIVE Net. Please make sure you know the frequency of your remittance payments before contacting ACTI...
• Last Updated: 1/8/2025

• Year-end Credit on Account Report in Financial; Reports
  Schedule this report to see the total amount of Credits on Account as of Dec 31st 20XX. Go to Reports > Financial Reports > Credit on Account Remove Revenue and Transaction Site Check off Summary Repo...
• Last Updated: 1/7/2025