Automated Reports

Getting Started

To receive the report via e-mail, please complete the automated report setup checklist and submit it to ABC on the ABC CRS Client Request Form.

Be sure to include the following information in your request:

  • Your CRS username.
  • The specific reports you wish to receive.
  • Email addresses for delivery.
  • Club names and numbers for delivery.
  • Delivery frequency (daily, weekly, monthly).

Delivery Formats

Reports can be delivered in the following formats.

  • Excel format (default)
  • PDF format (available upon request)
  • CSV (available upon request)

Each report will be generated based on the cycle. For example, the Daily Billing Statement will be sent every day while the Monthly Billing Statement will be sent only once the following month.

Reports Available for Automated Email Delivery

As soon as the report cycle is complete, the following reports can be generated and sent directly to your inbox.

Additional reports will be available in the future as we work to expand the email delivery service.

Report Name CRS Tab Frequency Multi-Club Report Type Notes
1st Payment Default Audit End of month, mid-month, twice monthly (after each billing cycle completes) Yes Detail only  
Account Analysis Billing End of month, mid-month, twice monthly (after each billing cycle completes)  Yes Summary only  
Account Changes Account Detail End of month Yes Summary and Detail In Excel, single club or multi-club selection is allowed. The Summary tab with each category will appear on its own tab separate from the detail report.
Account Detail Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) Yes  Detail only  
Account Reconciliation Billing End of month Yes Summary and Detail This report can be aggregated by club or by company. You can also add one or multiple months, by request.
Accounts and Amounts to Collections Graphs End of month Yes Summary only  
Active Agreements not Synced Audit As of run time Yes Detail only  
Active and Inactive Members Account Detail As of run time Yes Summary or Detail

Summary and detail reports are not available in a single file; however, when you request both you will receive files for each report type in a single email message.

If you request the detail-only report, two additional customization options are available. This report can include the Last Check-in column, by request. You can also customize the membership types displayed. By default, all membership types are included. Specify which membership types should be included or excluded when you request automated delivery of the report.
Active and Pending Freeze Analysis Audit Daily, end of month Yes Summary and Detail  
Agreement Entry Exit Totals Billing End of month, mid-month, twice monthly (after each billing cycle completes) Yes Summary only  
Alternate Billing Collections Billing End of month, month to date through today Yes Summary or Detail Summary and detail reports are not available in a single file; however, when you request both you will receive files for each report type in a single email message.
Annual Fee Audit Audit End of month, next month, month to date through today Yes Summary and Detail  
Attrition Billing End of month Yes Summary and Detail  
Auto Renew Summary Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) No Detail only  
Bad Address Account Detail As of run time Yes Detail only  
Billing Summary Billing End of month Yes Summary only  
Birthday Account Detail Last month, current month, or next month Yes Detail only  
Canadian Tax Statement Billing End of month Yes Summary  
Cancelled Accounts Account Detail Daily, end of month, mid-month, month to date, twice monthly, special dates (after each billing cycle is completed) Yes Detail only  
Changed Summary Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) Yes Detail only  
Chargeback Summary Billing Daily, end of month, mid-month, month to date, twice monthly, and special dates (after each billing cycle completes)  Yes Summary and Detail  
Club Account Accounts Receivable Summary Accounting All months or end of month Yes Summary and Detail  
Club Account Sales and Collections Journal Entries Accounting End of month Yes Detail only  
Club Account Sales and Collections Summary Accounting Month to date through yesterday and end of month Yes Summary only  
Club Deposits and Settlements Summary (by date, by deposit type) Accounting Daily, end of month, mid-month, month to date, twice monthly (after each billing cycle is completed) Yes Detail only  
Club Deposits and Settlements Summary (Settlements detail) Accounting Daily, end of month, mid-month, month to date, twice monthly (after each billing cycle is completed) Yes Detail only  
Club Deposits and Settlements Summary Accounting Daily, end of month, mid-month, month to date, twice monthly (after each billing cycle is completed) Yes Summary only  
Club Receipts Summary Accounting Month to date through yesterday and end of month Yes Summary only  
Collections by Age - Summary Billing Month to date through yesterday, end of month, mid-month, twice monthly (after each billing cycle is completed)  Yes Summary Only  
Collections by Age - Detail Billing Month to date through yesterday, end of month, mid-month, month to date, twice monthly (after each billing cycle is completed)  No Detail only For detail reports, you can customize the Days to Collect parameter. The following options are available: 
  • All days (the report's default setting)
  • All days greater than or equal to a specified number (Ex. greater than or equal to 30 days)
  • All days greater than a specified number (Ex. greater than 30 days)
  • All days less than or equal to a specified number (Ex. less than or equal to 30 days)
  • All days less than a specified number (Ex. less than 60 days)
  • All days exactly equal to a specified number (Ex. equal to 8 days)
  • All days within a range of two numbers (Ex. between 60 and 90 days)
  • All days in a list of multiple days (0, 15, 30) would return all records with a Days to Collect value of 0 or 15 or 30
Collections Variance Analysis Billing End of month Yes Summary only  
Combined Accrual Journal Entries Accounting End of month Yes Detail only  
Credit Card Analysis Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) No Detail only  
Daily Account Adjustments Daily Month to date through yesterday Yes Summary and Detail  
Daily Account Adjustments - Cancels Detail Daily Month to date through yesterday Yes Detail only  
Daily Account Adjustments - Expirations Daily As of run time Yes Detail only  
Daily Account Adjustments - Freezes Daily As of run time Yes Detail only  
Daily Account Adjustments - Pending Cancels Daily Month to date through yesterday Yes Detail only  
Daily Account Adjustments - Transfers Daily As of run time Yes Detail only  
Daily Delinquency Daily Month to date through yesterday Yes Detail only You can request a customized Days to Collect age for the automated Daily Delinquency report. The following options are available:
  • All days (the report's default setting)
  • All days greater than or equal to a specified number (Ex. greater than or equal to 30 days)
  • All days greater than a specified number (Ex. greater than 30 days)
  • All days less than or equal to a specified number (Ex. less than or equal to 30 days)
  • All days less than a specified number (Ex. less than 60 days)
  • All days exactly equal to a specified number (Ex. equal to 8 days)
  • All days within a range of two numbers (Ex. between 60 and 90 days)
Daily Invoices Available to Collect Daily Month to date through yesterday No Summary only  
Daily MTD Billing Statement Daily Month to date through yesterday Yes Summary only  
Daily New Accounts Daily Month to date through yesterday Yes Detail only  
Daily Problem Reversals Daily Month to date through yesterday Yes Detail only  
Daily Production Report Daily Month to date through yesterday, end of month, end of year, mid-month,daily, twice monthly (after each billing cycle completes) Yes Summary only

You can include all relevant detail data that supports Daily Production Report summary figures through an automated report in Excel format.

Upon request, the automated Daily Production Report can now include the following reports as separate tabs: Daily New Accounts , RFC Preview, Daily Revenue and Deposit Reconciliation by Profit Center, Transfers, Cancelled Accounts, Expired Accounts, Changed Accounts, Pending Cancels Account Detail, Frozen Billing, Frozen Time, and Recurring Services.
Daily Revenue & Deposit Reconciliation Accounting Month to date through yesterday, end of month, mid-month, twice monthly (after each billing cycle completes), Daily Yes Summary only Any section or sections of the summary report can be sent as a separate report, by request. The report is available for a multi-month time span if requested.
Daily Revenue & Deposit Reconciliation Journal Entries Accounting End of month Yes Detail only  
Daily Revenue & Deposit Reconciliation - Revenue by Payment Type Accounting Month to date through yesterday Yes Summary and detail Please indicate the following in your request concerning the Revenue by Payment Type automated report:
  • Whether you would like to include or exclude interclub payments. In the image below, interclub payments are displayed on row 16. A total including interclub payments is also included.
  • The date range data should cover. Multiple months can be included.
  • Payment types to be included. You can include all payment types or customize the report by indicating payment type selections.
Daily Revenue & Deposit Reconciliation - Revenue by Profit Center Accounting Month to date through yesterday Yes Summary and detail You can select multiple months to view a larger date range. Please indicate what months should be included in the report in your automated report request.
Daily RFC Payments Daily Month to date through yesterday, end of month, twice monthly (after each billing cycle completes), daily, mid-month Yes Detail only  
DataTrak Check-Ins Account Detail Daily, end of month, mid-month, month to date, twice monthly (after each billing cycle completes) Yes Detail only  
DataTrak MTD Membership Sales - Detail Account Detail End of month, mid-month, twice monthly (after each billing cycle completes), daily Yes Detail only

The automated report can be customized with the following filter options prior to delivery:

  • Club Approval Status
  • Active Flag
  • You can include or exclude selections for:
    • Profit Center
    • Payment Plan
    • Club Application Status
    • Membership Type

These filters will apply to either the summary or the summary with detail report, depending on your automated report settings. The summary is provided when multiple clubs are selected. The summary and detail reports are provided when one club is selected.
DataTrak MTD Membership Sales - Summary Account Detail Current date, mid-month, End of month, twice monthly (after each billing cycle completes), month-to-date through today, and month-to-date through yesterday Yes Summary (multi-club), or Summary with Detail (single club)

If you request the report for a single club, you will receive the summary and detail.

If you request the report for multiple clubs, you will receive the summary broken out by club.

The automated report can now be filtered by profit center, payment plan, queue date, and sale type. You can also filter the report by sign date and membership type.

Available filters:

  • profit center
  • payment plan
  • queue date
  • sale type
  • sign date
  • membership type

Available in Excel, PDF, or CSV format.
Deductions and Reimbursements Report Accounting Daily, end of month Yes Detail only Available in Excel or CSV format.
Delinquent Accounts Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) Yes Detail only  
DRDR Collections Variance Analysis Accounting Daily, month to date Yes Detail only Each level of the report can be automated:
  • Variance analysis by payment type.
  • Variance analysis by profit center.
  • Member-level variance
Duplicate Bank Account and Credit Card Analysis Audit As of run time Yes Detail only  
DT Stations Activity Summary Club Account/DT POS Month to date through yesterday No Summary and Detail  
Early Deposit Summary Billing Daily, end of month, mid-month, month to date, twice monthly, special dates (after each billing cycle completes) No Detail only  
Email Addresses Account Detail As of run time Yes Detail only  
Entry Exit Impact Graphs End of month Yes Summary only  
Expired Accounts Account Detail Daily, end of month, mid-month, twice monthly, special dates (after each billing cycle completes) No Detail only  
Final Invoices Avail. vs. Actual Billing End of month Yes Summary and Detail  
Final Invoices Avail. vs. Actual Journal Entries Billing End of month Yes Detail only  
Indefinite Freeze Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) No Detail only  
Initial Invoice by Account Billing End of month and special dates Yes Summary and Detail  
Initial Invoice by Paymode Billing End of month, mid-month, twice monthly (after each billing cycle completes) Yes Summary and Detail  
Integrated Sales Tax by Club Billing End of month and special dates Yes Detail only  
Integrated Sales Tax by Source Billing End of month Yes Detail only  
Interclub Activity Report Accounting Month to date through yesterday, end of month Yes Summary only  
Inventory Analysis Audit Month to date or end of month Yes Detail only

The report is available for automated delivery in Excel or CSV format.

You can customize profit centers included, by request. All profit centers are included by default.

You can receive the report for only stockable items, by request.

Invoice Detail - Detail Account Detail Today only, month to date through yesterday, month to date through today, end of month, mid-month, twice monthly (after each billing cycle completes), next month Yes Detail only  
Invoice Detail - Summary Account Detail Today only, month to date through yesterday, month to date through today, end of month, mid-month, twice monthly (after each billing cycle completes), next month Yes Summary and Detail  
Invoices Variance Analysis Billing End of month and special dates Yes Summary only  
Member Analysis Account Detail As of run time Yes Summary and Detail  
Members by Type Account Detail As of run time No Summary and Detail  
Misc. Deductions and Reimbursements Billing End of month, mid-month, twice monthly (after each billing cycle completes) Yes Detail only  
Monthly Billing Statement by Clubs Billing End of month, mid-month, twice monthly (after each billing cycle completes) Yes Summary only  
Monthly Billing Statement by Months Billing End of month, mid-month, twice monthly (after each billing cycle completes) Yes Summary only  
Monthly Billing Statement Journal Entries Accounting End of month Yes Detail only This report is available by profit center or by total. It will be provided by total unless profit center is requested.
Monthly Billing Statement - Profit Center Detail Billing End of month, mid-month, twice monthly (after each billing cycle completes) Yes Detail only  
MTD - Club Account Activity Summary Club Account/DT POS Daily, end of month, mid-month, month to date, twice monthly, special dates (after each billing cycle is completed) Yes Summary only  
MTD - Club Account Deposit Summary Club Account/DT POS Daily, end of month, mid-month, month to date, twice monthly, special dates (after each billing cycle is completed) Yes Summary only  
MTD New Member Comparison Account Detail Month to date through yesterday, end of month, daily Yes Summary only  
New Accounts - Detail Account Detail Daily, end of month, mid-month, month to date, twice monthly, special dates (after each billing cycle completes) Yes Detail only  
New Accounts - Summary Account Detail Daily, end of month, mid-month, month to date, twice monthly, special dates (after each billing cycle completes) Yes Summary only  
New Member Club Usage Account Detail Month to date through today Yes Summary and Detail  
Payment Activity - Detail Account Detail Daily, end of month, mid-month, month to date, twice monthly, special dates (after each billing cycle is completed) Yes Detail only You can filter the report by type, mode, and/or frequency, by request. For the current month, the most recent type, mode, or frequency will be provided. For completed months, the type, mode, or frequency is presented as it stood at the close of the month .
Payment Activity - Summary Account Detail Daily, end of month, mid-month, month to date, twice monthly, special dates (after each billing cycle is completed) Yes Summary and Detail  
Pay Mode Totals Billing End of month, mid-month, twice monthly (after each billing cycle completes) Yes Summary only  
PIF Cash Liability - Detail Account Detail Month to date through today Yes Detail only  
PIF Cash Liability - Summary Account Detail Month to date through today Yes Summary only  
PIF Summary Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) Yes Detail only  
POS Journal Entries Accounting End of month Yes Detail only  
POS Revenue and Collections Summary Accounting Month to date through yesterday Yes Summary only This report can be provided in PDF or Excel format.
POS Top Sales Items Club Account/DT POS Daily, month to date, or end of month Yes Summary or Item-Specific Detail

Profit centers included in the report can be customized by request.

By default, the automated report is sent on a daily cycle. You can receive the report on one of three cycles: daily, month to date, or end of month.

By default, the automated report is grouped by item. By request, you can receive the report grouped by salesperson.

The summary report or an item-specific detail report can be provided.
Problem Reversal Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) Yes Detail only  
Rebound Reporting Rebound Reporting Daily or end of month Yes  

The report will display YTD for the current date range. For example:

  • Daily is YTD from January 2020 to Yesterday, and all of the previous year for the comparison date range (January 2019 – December 2019).
  • End of Month is YTD from January 2020 to the End of the Previous Month, and all of the previous year for the comparison date range (January 2019 – December 2019).

Available in Excel format.
Recurring Services Collections Variance Analysis Club Account/DT POS End of month Yes Summary and Detail If the Summary report is run for one club for Excel output format, both the Summary and Detail will be returned in one workbook
Recurring Services Comparison Club Account/DT POS End of month Yes Summary only When requesting this report, please specify a Profit Center.
Recurring Services Comparison - Profit Center Breakdown Club Account/DT POS End of month Yes Detail only When requesting this report, please specify a Profit Center.
Recurring Services Dashboard Club Account/DT POS End of month Yes Summary only  
Recurring Services Dashboard - Agreement Detail Club Account/DT POS End of month Yes Detail only  
Recurring Services Dashboard - Deactivated Detail Club Account/DT POS End of month Yes Detail only  
Recurring Services Dashboard - Delinquent Detail Club Account/DT POS End of month Yes Detail only  
Recurring Services Dashboard - History Detail Club Account/DT POS As of run time Yes Detail only  
Recurring Services Invoice and Collection Analysis Club Account/DT POS Daily, end of month Yes Summary and Detail

The detail report is available as a standalone report by request or will be included with the Summary report automatically.

Profit centers included in the report can be specified.
Renew Projection Account Detail End of month Yes Summary only  
Renewal Audit Audit As of run time Yes Summary and Detail The automated Renewal Audit report is available by default as a detail report organized by clubs. You can also receive the summary as an additional Excel workbook when requested.
Renewal Evaluation Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) Yes Summary and Detail  
Revenue Report N/A Month to date Yes Summary  
Reversal Summary Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) No Detail only  
RFC Payments Collected RFC End of month, mid-month, twice monthly (after each billing cycle completes) No Detail only  
RFC Preview RFC RFC cycle-sent after the 16th of the month Yes Detail only  
RFC to Agency RFC RFC cycle-sent after the 26th of the month Yes Summary and Detail  
Sales Tax Report Billing End of month, mid-month, twice monthly (after each billing cycle completes) No Detail only  
Salesperson Analysis Account Detail End of month, mid-month, twice monthly (after each billing cycle completes) No Detail only  
Services Revenue Journal Entries Accounting End of month Yes Detail only  
Services Revenue Summary Accounting Month to date through yesterday Yes Summary only  
Skip Months Audit As of run time Yes Detail only  
Total Collected by Membership Type Billing End of month, mid-month, twice monthly (after each billing cycle completes) Yes Summary and Detail  
Total Collected Monthly Comparison Billing End of month Yes Summary only  
Total Pages Billing End of month, mid-month, twice monthly (after each billing cycle completes) Yes Summary only  
Total Pages All Billing End of month, mid-month, twice monthly (after each billing cycle completes) No Summary only  
Transfer Candidate Audit End of month Yes Detail only  
Transfers (Daily Account Adjustments) Daily Month to date through yesterday Yes Detail only