Receiving activity reports by e-mail
Automatically receive a summary of your organization's activity: membership numbers, subscriptions, registrations, bookings, logins and e-mails, along with the trend compared with the previous period.
Enabling the reports
- Go to Administration›Settings›Activity Reports.
- Enable Enable Activity Reports by E-mail.
- In E-mail Addresses, enter up to 4 recipients, one address per line.
- Click Save.
Recipients do not need a manager account or any particular permission: the report simply lands in their inbox. This is the easiest way to keep a chairperson or a treasurer informed when they never log in to the application.
Choosing the frequencies
Three reports exist side by side, and can be enabled separately or together:
- Daily Reports: every morning, the previous day's activity.
- Weekly Reports: every Monday morning, the past week.
- Monthly Reports: on the 1st of each month, the past month.
Each one answers a different need. The daily report supports day-to-day duty: it flags what needs handling today. The monthly report can be forwarded to the committee as it is, with no reformatting. The weekly report sits in between and suits a volunteer manager who comes on site once a week.
Understanding what the report contains
The report is not limited to bookings. It brings together seven families of indicators, each compared with the previous period:
- Users: total membership, new accounts, suspended accounts, accounts moved to the bin and accounts permanently deleted.
- Subscriptions: paid subscriptions, expired subscriptions, and above all those coming to an end within the next 30 days.
- Online registrations: requests accepted, refused and pending.
- Bookings: total, user bookings, organization labels, invitations, annotations, cancellations.
- Logins: accepted logins, refused logins and number of active users.
- E-mails: messages delivered, opened and failed.
- Presence check-in on the kiosk: time slots checked in, not checked in, automatic cancellations and penalised accounts.
The last three families only appear if the matching feature is active in your organization: online registrations must be open on at least one subscription, and presence check-in must be enabled on the kiosk.
Using the report as a to-do list
This is what sets this report apart from a plain table of figures: several sections name individuals. You do not just read "12 subscriptions are expiring soon", you get the list of those twelve people.
Three uses follow naturally:
- The list of subscriptions coming to an end within 30 days is your follow-up list. It arrives on its own, every month, with no filter to build.
- The list of pending registrations reminds you of the requests nobody has handled — the typical case of an organization where several people administer without explicitly sharing out the task.
- The failed e-mail counter flags an address base that is deteriorating, well before a member complains about receiving nothing.
