This article will guide you through generating and understanding the Late Fees Report. This report helps clubs track late fee invoices that have been generated and paid within a selected date range.
Contents
- Before You Begin
- Generate the Late Fees Report
- Understanding the Report
- Use Cases
- Frequently Asked Questions
Before You Begin
Requirements
You must have a Master Admin login or a staff login with the following permissions:
- Reporting – Can Access Reports (required to view any reports)
- Reporting – Can Access Sales: Late Fees
Important Notes
- Report retrieval is limited to a 10-year timeframe from the current date.
- Report generation times may vary depending on the selected date range.
- Reports are not customizable.
- The report reflects information in real time.
Accessing Your Report
Navigate to Reports > Sales > Late Fees.
You will first select a custom date range by using the calendars provided, or chose a preset date range from the options on the right.
Choose if you want to Include Deleted Invoices and/or view the Excel Export Only.
Click Run Report.
Understanding Your Report
The online report will contain the following information:
Late Fees Generated - This is the amount of late fees invoices that have been created for the date range selected.
Late Fees Paid - This is the amount of late fees invoices that have been paid by the customer for the date range selected.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Use Cases
-
Reviewing Monthly Late Fee Activity
- A club manager wants to understand how many late fees were assessed during the previous month.
- The manager runs the Late Fees Report for the prior month's date range and reviews the Late Fees Generated total.
- Result: The club gains visibility into the volume of late fees being assessed and can identify billing trends.
-
Tracking Late Fee Collections
- A club owner wants to see how much revenue has been collected from late fees.
- The owner runs the report and compares the Late Fees Generated and Late Fees Paid totals.
- Result: The club can measure how effectively outstanding balances and associated late fees are being collected.
-
Exporting Late Fee Data for Financial Review
- An accounting team needs to review late fee activity outside of ClubReady.
- A staff member generates the report and exports it to Excel.
- Result: The team can analyze late fee activity, reconcile records, and include the data in financial reporting.
Frequently Asked Questions
Q: Can I customize the Late Fees Report?
A: No. The Late Fees Report is not customizable.
Q: Why is my report taking a long time to generate?
A: Report generation times may vary depending on the size of the selected date range and the amount of data being processed.
Q: What does "Include Deleted Invoices" do?
A: This option includes deleted late fee invoices in the report results.
Q: Can I export the report?
A: Yes. The report can be exported in CSV, PDF, or Excel format.
Q: What is the difference between Late Fees Generated and Late Fees Paid?
A: Late Fees Generated represents the total amount of late fee invoices created during the selected period, while Late Fees Paid represents the total amount of late fee invoices paid during that same period.