Overview
We are in the process of transitioning from utilizing Jasper reports to an improved internal reporting tool. As we complete this transition, we encourage you to review and provide feedback on the usability of the new reports (identified by the word "BETA" in the report file).
Beta Testing
As we create these new internal reports, we want to get them into the hands of our users quickly, so we can collect feedback and make improvements. Newly completed internal reports are marked with the word "BETA" and are available in every customers database. After 1-2 weeks, "BETA" reports, will be considered final, and the word "BETA" will be removed from the report title. Finally, the associated Jasper report will be removed.
Check out this video to learn more about how to access "Beta" reports.
Reporting Updates - Live Beta Reports
Report Name | New Report Status (Internal) | Existing Report Status (Jasper) |
BETA - Cash Basis & Accrual GL | Beta | Live |
BETA - Cash Basis by Class | Beta | Sunset Date: 5/5/25 |
BETA - Sales by Team | Beta | Sunset Date: 5/5/25 |
BETA - Unearned Revenue - Team | Beta | Sunset Date: 5/5/25 |
BETA - Unearned Revenue - Event & Rental | Beta | Live |
BETA - AR Aging | Beta | Sunset Date: 5/5/25 |
BETA - Booking Report | Beta | Live |
BETA - Unearned Revenue - Booking Events | Beta | Live |
BETA - Dated Customer Account Credit | Beta | Live |
BETA - New Customers | Beta | Sunset Date: 5/5/25 |
BETA - Instructor Roster | Beta | Live |
BETA - Cross- Location Transactions (formerly Intercompany Report) | Beta | Live |
BETA - Expired Membership | Beta | Live |
BETA - Game Officials Export | Beta | Live |
BETA - Booking Contract | Beta | Live |
BETA - Payment Batch Report (formerly ACH Batch Report and Credit Card Batch Report) | Beta | Live |
BETA - Unearned Revenue Summary - Class (formerly Class Unearned Revenue Summary (visual)) | Beta | Live |
BETA - Pass Usage (formerly Pass Report) | Beta | Live |
BETA - Revenue Comparison | Beta | Live |
BETA - Sales By Employee | Beta | Live |
BETA - Top Sales By Customer | Beta | Live |
BETA - Unearned Revenue - Class | Beta | Sunset Date: Postponed |
BETA - Simple Roster | Beta | Live |
BETA - Suspended Customers (combining with Suspensions report) | Beta | Live |
Suspensions Report (combined with Suspended Customers report above) | Beta | Live |
BETA - Waiver Report | Beta | Live |
BETA - AR Aging Summary | Beta | Live |
Reporting Updates - Converted Reports
Report Name | New Report Status (Internal) | Existing Report Status (Jasper) |
Class Summary Report | DONE | Sunset Date: 2/10/25 |
Instructor Payment Report | DONE | Sunset Date: 2/10/25 |
Locker Report | DONE | Sunset Date: 2/10/25 |
Payment Batch Report (formerly Credit Card Batch Report and ACH Batch Report) | DONE | Sunset Date: 2/10/25 |
Refund Report | DONE | Sunset Date: 2/10/25 |
Sales Tax | DONE | Sunset Date: 2/10/25 |
Task Report | DONE | Sunset Date: 2/10/25 |
Team Summary Report | DONE | Sunset Date: 2/10/25 |
Weekly Location Schedule Report (formerly Weekly Facility Schedule Report) | DONE | Sunset Date: 2/10/25 |
Week at a Glance | DONE | Sunset Date: 2/10/25 |
Booking Summary | DONE | Sunset Date: 2/24/25 |
Booking Statement | DONE | Sunset Date: 2/24/25 |
Camp/Per Session Attendance | DONE | Sunset Date: 2/24/25 |
Customer Credit Report | DONE | Sunset Date: 2/24/25 |
Earned Revenue - Membership - Customer Detail | DONE | Sunset Date: 2/24/25 |
Revenue Detail | DONE | Sunset Date: 2/24/25 |
Sales by Per Session | DONE | Sunset Date: 2/24/25 |
Tax Deductible Payments (formerly Child Care Statement) | DONE | Sunset Date: 2/24/25 |
Unearned Revenue - Membership - Month detail | DONE | Sunset Date: 2/24/25 |
Unearned Revenue - Membership | DONE | Sunset Date: 2/24/25 |
Cash Basis by Customer | DONE | Sunset Date: 3/10/25 |
Customer AR Roll Forward | DONE | Sunset Date: 3/10/25 |
Instructor Payment Report - Per Session | DONE | Sunset Date: 3/10/25 |
Location Schedule Report | DONE | Sunset Date: 3/10/25 |
Resident Pricing | DONE | Sunset Date: 3/10/25 |
Program Exception Report | DONE | Sunset Date: 3/24/25 |
Rental Revenue and Usage Report | DONE | Sunset Date: 3/24/25 |
Sales by Camp | DONE | Sunset Date: 3/24/25 |
Scholarship Usage Report | DONE | Sunset Date: 3/24/25 |
Unearned Revenue – Camp | DONE | Sunset Date: 3/24/25 |
Fire Drill Report | DONE | Sunset Date: 4/8/25 |
Gift Card Balances | DONE | Sunset Date: 4/8/25 |
Location Check In (also Replaces Silver Sneakers Report) | DONE | Sunset Date: 4/8/25 |
Location Usage Report | DONE | Sunset Date: 4/8/25 |
Product Inventories (formerly Product Report) | DONE | Sunset Date: 4/8/25 |
Silver Sneakers (Location Check In replicates functionality of this report) | DONE | Sunset Date: 4/8/25 |
Consolidated Attendance Sheet | DONE | Sunset Date: 4/21/25 |
Customer Sales | DONE | Sunset Date: 4/21/25 |
Sales by Class | DONE | Sunset Date: 4/21/25 |
Scholarship Customers | DONE | Sunset Date: 4/21/25 |
Reporting Updates - Jasper Reports to Convert
Report Name | New Report Status (Internal) | Existing Report Status (Jasper) |
Season Enrollment and Revenue Comparison – Class | Not Done | Live |
Average Daily Attendance Report | Not Done | Live |
Admittance Detail | Not Done | Live |
Admittance Summary | Not Done | Live |
Invoice Reversal Report | Not Done | Live |
Monthly Booking Pace Report | Not Done | Live |
Rentable Item Summary Report | Not Done | Live |
Rentable Item Utilization Report | Not Done | Live |
Team Join Report | Not Done | Live |
Customer Attendance Report | Not Done | Live |
Program Attendance Report | Not Done | Live |