Follow the steps below to view specific financial details and reports for an active billing program.

Note: Access to this information is restricted to certain roles, specifically the Executive Director and Financial Admin. 

Step 1: Log into your club account - Click Here

Step 2: Select 'My Account' from the left hand navigation > then select 'Club Account’ > then select your club.



Step 3: Click on 'Club Details' 


Step 4: Click on 'View Full Financial Details' 



Step 5:  Select the active program you would like to view reports in.

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Step 6: Scroll to the bottom of the page and select the report you would like to view.

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Helpful Tips

Export:  Export ALL members within a report by selecting the box next to the 'members' column at the top of the list > click the blue button that generates and says 'select all records' > click export at the top of the page.
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Search:  Select the search button in the top right corner of the page to filter the information within a report.  Search by member name, transaction type (credit card, Credit, Cash, Check), charge ID, fee group, amount, start date, and end date.

Filter View:  Click on the arrow toggles at the top of each column within a report to filter the viewing list.  This will organize members in descending or ascending order by your selected category (members, date, type, charge ID, refund, and amount).

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Back:  If you want to look at a different report, select the back button located in the upper right hand corner of the page to take you back to that same program's reports page.