Trinexum Resource Center

General Reports

Last Updated: Feb 17, 2015 04:30PM CST
Birthday List - this report shows birthdays by month with the option to filter by branch. You can also choose whether or not to include non-members in the document. 

Counter Sale Master List - this report shows the counter sale item set-up details. You can filter by branch and item status. 

Counter Sale Transaction - this report shows you details of transactions where counter sale items were purchased. You can filter by branch, group status, item group, item, and date range of transaction. When an item was sold through the Quick Cart it will appear as having the name  "Anonymous" in the spreadsheet.

Lists & Labels - allows you to build your own report based on Membership, Program Registrations, or Fund Raising. Filter by membership type and status, as well as demographic information, program information, and all custom fields. 

S.O.R. Watch List - this report is from the national sex offender registry and uses more criteria for its matches.

S.O.R. Watch List Phase 2 - this report is also from the national sex offender registry and uses less criteria for its matches.

Site Statistics - from here you are able to see program enrollment statistics in graph format.

Staff Management - this report shows staff management information including staff user ID, user name, role, and status. This report can be run by branch and status. 

Templates - here you will find templates ready for mail merge with existing Trinexum reports. Ex: statements and tax letters. 

Transaction History - here you can research transaction history by name, member ID, Receipt ID, Tracking No., Program Category, Item List, or Company Name. 

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