Leaders have access to a variety of reports. Leaders may see different available reports depending on the features the association has enabled, whether it is a parent-association with child-associations, and the leaders' permission levels within the organization. You can access the list of available reports from the leader Reports menu.
Reports List
- Finance & Accounting
- Cash Flow
- Donors & Donations
- Online Performance
- Payments
- Payouts
- Revenue Attribution
- Transfers Detail
- Transfers Summary
- Members
- Member Email List
- Member List
Finance & Accounting Reports
Cash Flow
The Cash Flow report allows you to see all income into your TOTEM account and payouts to your bank account by time period.
USAGE
- Monitor revenue for your association
- Compare the Payouts/Debits to your bank statement deposits
- View detail of your account Balance
OPTIONS
- Filter by Date Range
- Group rows by Day, Month, or Year
Donors & Donations
The Donors & Donations report allows you to see all the donations that were made to your association by time period.
USAGE
- Monitor revenue for your association
- Hints to leader if donations were made over 250.00 to print up a receipt
- Donor list export includes email, phone and address for communication lists.
OPTIONS
- Filter by Date Range
- Filter by Summary- shows if a receipt and schedule b is required
- Filter by Detail- shows date of donation
- Export the report to Excel
- Print Report
Online Performance
The Online Performance report allows you to see New Online Member Count, Gross Online Income, Total Online Expenses and Net Online Income per month.
USAGE
- Monitor revenue for your association
- Compare the Income and Expenses to your association
- View detail of any fees
OPTIONS
- Filter by Date Range
- Print Report
Payments
The Payments report allows you to see all the memberships and donations that have been purchased and the amount that will be transferred into your associations bank account.
USAGE
- Monitor all the memberships and donations for your association
- View how much is getting transferred for each member into your association
OPTIONS
- Filter by Date Range
- Export the report to Excel
- Print Report
Payouts
The Payouts Report allows you to view Payouts deposited to your bank account to date
Revenue Attribution (Districts and Councils Only)
The Revenue Attribution Report allows Districts and Councils to view the revenue from your child associations by selecting a date range
USAGE
- Monitor all the memberships revenue from all your child associations
- You can pivot this report for revenue summaries by Unit/Council to compare to deposits etc.
OPTIONS
- Filter by Date Range
- Group rows by day, month or year
- Export the report to Excel
- Print Report
Transfers Detail (Districts and Councils Only)
The Transfers Detail Report allows you to see advanced details for income from memberships, donations and other transactions
USAGE
- Monitor all the memberships transfers from all your child associations (detailed)
- You can pivot this report for revenue summaries by Unit/Council to compare to deposits etc.
OPTIONS
- Export the report to Excel
Transfers Summary
The Transfers Summary allows you to see Income from memberships, donations and other transactions
USAGE
- Monitor all the memberships transfers from your organization
OPTIONS
- Export the report to Excel
Member Reports
Membership Report (District and Council Only)
The Membership report shows the online membership acquisition from all sources.
OPTIONS
- Print report
- Hide rows that have no memberships or show rows that contain memberships
Member Email List
The Member Email list allows you to email all members who have opted - in to receive email from your association
OPTIONS
- Export the report to Excel
Member List
The Member list allows you to see a complete member list including contact information and membership status
OPTIONS
- Export the report to Excel
