activenet insights ad hoc view user guide · activenet insights ad hoc view user guide (v5.40)...

ACTIVENet Insights ad hoc view user guide (v5.43)

Version Date

5.43 Aug 19, 2020

5.42 Jul 29, 2020

5.41 Jul 8, 2020

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Table of contents

Overview .................................................................................................................................... 4

Ad Hoc view............................................................................................................................... 5

Changing fields and domains ........................................................................................................................ 5

Creating calculated fields or measures....................................................................................................... 7

Creating a table in an ad hoc view ............................................................................................................ 12

Formatting a table in an ad hoc view....................................................................................................... 17

Filtering a table in an ad hoc view............................................................................................................. 19

Sorting a table in an ad hoc view .............................................................................................................. 23

Creating a chart in an ad hoc view ............................................................................................................ 25

Creating a crosstab in an ad hoc view ..................................................................................................... 37

Domains for ad hoc reports .................................................................................................... 42

Activity Enrollment Domain ......................................................................................................................... 42

Activity Enrollment Analysis Domain........................................................................................................ 47

Customer Information Domain................................................................................................................... 52

Facility Booking Data Analysis Domain ................................................................................................... 56

Financial Domain .............................................................................................................................................. 58

Flex Reg Enrollment Analysis domain ...................................................................................................... 60

Membership Audit Log Domain ................................................................................................................. 62

Memberships Domain .................................................................................................................................... 64

Membership Usage Domain ........................................................................................................................ 67

Payment Details Domain ............................................................................................................................... 70

Payment Distribution Domain..................................................................................................................... 72

Frequently asked questions..................................................................................................... 76

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Overview

ACTIVENet now includes a new interactive reporting portal called ACTIVENet

Insights, where you can run standard reports and modify them to match your

own preferences. You can customize these reports by formatting, filtering, and

sorting data in individual report columns. You can then save your customizations

so that you can easily view them again in the future.

In addition to customizing how report data displays, you can use ACTIVE Net

Insights to easily view the customers and transactions that make up the totals in

your reports. Reports in this environment load more quickly and they easily

export in raw format for a spreadsheet.

Note: Please use the Chrome browser to view ACTIVENet Insights. Microsoft

Internet Explorer and Microsoft Edge Browsers are not supported.

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Ad Hoc view

Changing fields and domains

Changing fields that your ad hoc view can use

To change the available fields on your ad hoc view:

1. Hove over the icon at the top right of the Data Selection

panel.

2. Click Select Fields.

3. Move fields from the Available list to the Selected Fields list or

vice versa.

4. Click OK.

Changing the domain for your ad hoc view

To change the domain for your ad hoc view:

1. Hove over the icon at the top right of the Data Selection

panel.

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2. Click Change Source.

3. Select a domain from the domain list.

4. Click Choose Data.

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Creating calculated fields or measures

You can create calculated fields or measures in an Ad Hoc view by applying

formulas to a view’s existing fields and measures.

Note: The concept and process to create a calculated measure is the same as

creating a calculated field. Following chapters are taking calculated fields as

examples.

Overall layout of the Calculated Fields Dialog Box

To open the Calculated Fields Dialog Box, click the icon on the top

right of Fields section and select Create Calculated Field….

The Calculated Fields Dialog Box consists of the following areas:

1. Field Name field: name of the new field.

2. Formula builder tab: Shows the current formula for your

calculated field. You can edit the formula by typing directly in the

panel, or using the tool bar icons and the Fields and Measures

and Functions selection lists.

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• Tool Bar Icons — Double-click an icon to add it to the

formula builder.

• Fields and Measures list — Lists all the fields and measures

currently in your Ad Hoc view, including any calculated

fields or measures you have already created. Double-click a

name on the list to insert it into the Formula entry box. Note

that field and measure names must be enclosed in double

quotes, for example, "Activity Name". This is done

automatically when you insert a field by double-clicking.

• Functions list — Lists all the available functions you can use

in your formula. Double-click the name of a function to

insert it in the Formula entry box.

• Function Description panel — Gives a brief description of

the function selected in the Functions list, if any.

• Operator buttons — Click these buttons to insert the

operator in the Formula entry box. The operator buttons

are described in detail in Operators in Ad Hoc Views

• Show arguments in formula checkbox — When this

checkbox is enabled, double-clicking on a function name in

the Functions list adds the full description to the Formula

entry box; when the checkbox is disabled, double-clicking

on a function name adds only the function. For example,

double-clicking Round adds Round("NumberFieldName",

Integer) when the checkbox is enabled, and adds Round()

when the checkbox is disabled. If you enable this checkbox,

you can double-click on a string, such as NumberFieldName,

and then replace it by double-clicking a name in the Fields

and Measures list.

• Validate button — Checks the formula for syntax errors,

such as missing parentheses or quotes. Your field must

validate before you can create it. Syntax validation does not

guarantee that your formula will give the results you want.

3. Summary Calculation tab: Summaries show a result applied to

all data values. For example, for numeric fields such as Cost, the

summary value might be the sum of all the costs; for a text field

such as Customer Name, the summary value might be the count

of all customers. The Summary tab lets you set the default

summary function for your calculated field or measure.

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• Calculation list — Displays allowed summary functions for

your calculated field or measure. The available options

depend on the data type of the calculation.

Creating a calculated field in an ad hoc view

1. On the top right of the Fields section, click the icon.

2. Select Create Calculated Field... from the context menu.

3. For example, add a field that displays the enrolled status for each

activity. If there are more than 10 enrollees, it displays Excellent,

if not, it displays Acceptable.

4. Enter a name for the Field Name.

5. Make sure the Show arguments in formula check box is

checked.

6. Create the formula. Formulas must use the following syntax:

• Labels for fields and measures must be in double

quotes ("): "Customer ID", "Date ordered".

• Text must be in single quotes ('): '--'.

• Levels must be in single quotes ('): 'ColumnGroup',

'Total'. The available levels are as follows:

A. Current (default) — use the current value when at

a looking at detail rows in a table view.

B. RowGroup — use the parent values from a row

location.

C. RowTotal — use the grand total value from a row

location.

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D. ColumnGroup — use the parent values from a

column location.

E. ColumnTotal — use the grand total value from a

column location.

F. Total — use the grand total value from a cross tab

and the RowTotal from a Table.

7. Click IF() in the functions list.

8. Select BooleanFieldName.

9. Double-click Enroll in the Fields and Measures list.

10. Edit the expression in the Formula Builder as follows:

IF("Enrolled" > 10, 'Excellent', 'Acceptable').

11. If you are not sure whether your expression is valid or not, click

the Validate button.

12. Select None from the Calculation menu.

13. Click Create Field.

Result: The calculated field appears at the bottom of the list of

available fields. A special icon indicates it is a calculated field and

its name on the list is bolded.

Editing and deleting a calculated field in an ad hoc view

You cannot delete a calculated field that is in use (these fields have their

name in italics). To delete a field, you must make sure it is not being used.

To edit or delete a calculated field:

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1. Right-click the calculated field that you want to edit or delete.

2. Click Edit or Delete.

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Creating a table in an ad hoc view

Tables display data in columns and rows, with optional grouping and totals.

Creating a table

To create a table that includes fields and measures:

1. Double click the field name or measure name in the Data

Selection panel.

The field or measure appears in the Columns box in the layout

band.

The data for that field or measure appears in a new column in

the Canvas area.

2. Repeat with any other fields and measures that you want to

include.

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For example: To view the enrollment associated with each

activity, double-click the Activity Name field and then double-

click the Enrolled measure.

Adding a group to a table

To group rows in your table:

1. Right-click the field/measure that you want to use to group your

rows.

2. Click Add as Group.

For example: To group your activity names and revenue

amounts by center, right-click the Center field and click Add as

Group.

The information in your table is now grouped within group

headings.

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Sample data vs full data

You may notice that the table displays only part of all of the information

that should be available. This is because the Ad Hoc Editor displays only

15 records by default in order to keep performance high while you are

still setting up the layout of your ad hoc view.

To view all of the available information for your ad hoc view:

• Select Full Data from the list at the right of the toolbar.

To switch back to the 15-record view so that you can continue editing

the layout:

• Select Sample Data from the list at the right of the toolbar.

Adding totals to your table

To include table totals in the report:

1. Hover over the button.

2. Select one of the following:

a. Detailed Data: Display only the individual rows of data,

with no totals.

b. Totals Data: Display only totals, with no detail rows.

Subtotals display for any groups that you have specified.

c. Details and Totals: Display both detail rows and totals.

For example: To display only activity totals for each center

instead of listing the totals for each activity, select Totals Data.

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Adding space between columns

To insert a space between columns:

1. Double-click Spacer in the Measures area of the Data Selection

panel.

2. Right-click the top of the new Spacer column.

3. Click Move Left until the Spacer column appears where you

want it.

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Removing a column from a table

To remove a column from the table:

1. Right-click the top of the column that you want to remove.

2. Click Remove from Table.

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Formatting a table in an ad hoc view

Changing a column label

To change the label of a column in your ad hoc view:

1. Right-click the top of the column that you want to rename.

2. Click Edit Label.

3. Enter the new label for this column.

4. Click Submit.

Changing the width of a column

To widen or narrow a column:

1. Hover over the dividing line to the right of the column that you

want to resize.

2. Click and drag to widen or narrow the column on the left.

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Changing number or date formats

To change the format of numerical data in one of your columns:

1. Right-click the top of the column that you want to reformat.

2. Hover over Change Data Format.

3. Click the numerical format that you want to use.

Changing the title of an ad hoc view

To change the title that displays above your ad hoc view:

1. Click the text that reads “Click to add a title”.

2. Enter a new title for your ad hoc view.

3. Press Enter.

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Filtering a table in an ad hoc view

Creating a filter

To create a new filter for your ad hoc view:

1. Right-click the top of the column or the field name that you want

to use for a filter.

Note: This field does not need to appear in your table for you to

use it as a filter. For example: You can filter your table by Season

even if your table only contains columns for Activity Name and

Online Enrolled.

2. Click Create Filter.

3. A new filter based on that column or field appears in the Filters

panel.

4. Click equals to display a list of comparison operators.

5. Click an operator that you want to use for your filter.

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6. Enter a value that you want to use for comparison.

7. Click Apply.

Your table now includes only information that passes the filter

that you have configured.

For example: To filter your ad hoc view to only include activities

with online enrollment greater than or equal to 20, select is

greater or equal to for the operator and enter 20 for the value.

To filter your ad hoc view to only include activities whose name

begins with a “B”, create a filter based on the Activity Name,

select starts with for the operator, and enter b for the value.

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Changing the order of filters

In some cases the order in which filters are applied can affect the number

of records that appear in your ad hoc view. To change the order of the

filters in the Filters panel:

1. Hover over the button for the filter that you want to move.

2. Click Move Up or Move Down.

Creating a custom filter expression

If you want to create a more complicated filter configuration for your ad

hoc view, create a custom filter expression:

1. Click the + in the Custom Filter Expression section of the Filters

panel.

2. Enter a custom filter expression that joins together your filters.

a. Note the letters (A, B, C) to the left of each filter in the

Filters area.

b. Use these letters, along with parentheses and AND or

OR expressions to write a custom filter expression.

For example: If you want to display activities that have

revenue above 1000 or that start with “B” and don’t start

with “Basketball”, then write A or (B and C).

3. Click Apply.

Note: If you choose to create a custom filter expression, then it

overrides the order of the filters in the Filters panel and ignores

any filters that you have not specified in your expression.

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Removing a filter

To remove a filter from the Filters panel:

1. Hover over the button to the right of the filter that you want

to remove.

2. Click Remove Filter.

To remove all filters from an ad hoc view:

1. Hover over the button to the right of the heading in the

Filters area.

2. Click Remove all Filters.

Note: If you save your ad hoc view as a report, then the filters that you

specify in your ad hoc view will become the default Input Controls for

your report. Whoever runs your report in the future can override your

default filter values when they run the report.

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Sorting a table in an ad hoc view

Sorting on one column

To sort the table data based on one of its columns:

1. Right-click the top of the column that you want to use for

sorting.

2. Click Use for Sorting.

3. In the Sort window, click the caret to the left of the column

name to switch between an ascending sort and a descending

sort.

4. Click OK.

The table is sorted by the column that you specified.

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Sorting on multiple columns

To configure a sort involving multiple columns:

1. Click the Sort button.

2. The Sort window appears, displaying each column that is

currently being used for sorting the table.

3. To add another column to the sort:

a. Click the column that you want to add to the sort.

b. Click the right arrow button to move the selected

column to the Sort On list.

The column appears below any columns currently in the

list. The table will sort first according to the first item in

the list, and second according to the second item in the

list.

c. To change the sort order of the columns in this window,

click a column name and then click the up or down

arrow to move the column up or down in the list.

For example: To sort the information in your table first

by the number enrolled and then by the number on the

waitlist, put Enrolled first in the Sort On list and put

Wait second.

4. Click OK.

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Creating a chart in an ad hoc view

Charts summarize your data in a familiar graphical format. You can use ad hoc

views to create bar charts, pie charts, line charts, and more.

Many tasks that are useful to know when you are creating charts work the same

way that they do when you create tables.

For example: The process for adding fields and measures to the ad hoc view

from the Data Selection panel is the same as for tables, and the process for

creating and applying filters in the Filters panel is also the same as for tables.

Refer to the sections about creating and configuring tables above for more

information about these tasks.

Creating a simple chart

To create a simple chart:

1. Go to Create > Ad Hoc View.

2. Select the domain that you want to use for your chart.

3. Specify the fields to include in your chart.

4. In the Ad Hoc Editor, click Chart in the Display Mode list.

5. Decide what you want to measure in your chart.

6. Apply any necessary filters to narrow down the information in

your chart.

7. Double-click the field and measure that you want to include in

your chart.

For example: If you want to see the number enrolled for each

activity category for the Fall 2014 season:

a. Add a filter for Season equals 2014 Fall, and click

Apply.

b. Double-click the Activity Category field.

c. Activity Category appears as a field in the Rows list.

d. Double-click the Enrolled measure.

e. Enrolled appears as a measure in the Columns list.

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At first, a single column displays in the Canvas area,

corresponding to the total number Enrolled across all activity

categories.

8. To split the column so that it is grouped according to activity

category, move the Rows slider to the right in the Data Level

section in the Filters panel.

Note: Sliders in the Data Level section always increase the level

of detail that your chart displays according to the fields that you

have added to either the Columns or Rows list.

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The Enrolled column splits into different columns for each

activity category.

To see the exact number enrolled associated with a specific column:

o Hover over the column. The number associated with

that column appears.

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Zooming in to a chart

To zoom in to a chart and make it easier to distinguish columns of similar

heights:

1. Drag in the chart over the area that you want to zoom in to.

2. The area enlarges to fill the chart.

3. Continue dragging to zoom as necessary.

Note: To return to your original chart after zooming in, click

Reset Zoom.

Creating a complex chart

To create a complex chart:

1. In the Ad Hoc Editor, click Chart in the Display Mode list.

2. Decide what you want to measure in your chart.


your chart.

4. Double-click the fields and measure(s) that you want to include

in your chart.

For example: If you want to see the number enrolled for each

activity category and for each site for the Fall 2014 season:

a. Add a filter for Season equals Fall 2014, and click

Apply.

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b. Double-click the Activity Category field.

Activity Category appears as a field in the Rows list.

c. Right-click the Site field and click Add to Columns.

Site appears as a field in the Columns list.

d. Double-click the Enrolled measure.

Enrolled appears as a measure in the Columns list.

At first, a single column displays, corresponding to the total

number Enrolled across all activity categories.

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5. To split the column so that it is grouped according to activity

category, move the Rows slider to the right in the Data Level

section in the Filters panel.

The Enrolled column splits into different columns for each

activity category.

6. To split the column so that it is grouped according to site, move

the Rows slider back to the left and then move the Columns

slider to the right.

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The Enrolled column splits into different columns for each site.

7. To view enrollment numbers grouped both by site and by

column, move both Rows and Columns sliders to the right.

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The Enrolled column now appears grouped according to 2

different criteria.

This example illustrates how the Rows and Columns sliders can work

together to present different aspects of your data within the same chart:

• The Rows slider shows more detail for the fields that you have in the

Rows list.

• The Columns slider shows more detail for the fields that you have in

the Columns list. (In this example, Enrolled is a measure and not a

field, so it has no effect on the Columns slider.)

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Note: When both Rows and Columns sliders are set to show detailed

data, then the graphical data in your chart will always be grouped first by

the fields in the Rows list and next by the fields in the Columns list. Keep

this in mind when you are creating a complex chart.

Note: If you already have a table and want to see its data in a chart

format, then you can easily use the Display Mode list to convert it to a

chart, but you may then need to rearrange fields in the Rows and

Columns lists as illustrated in the examples above so that your chart

displays the table data in a way that makes sense. It is often quicker to

create a new chart from scratch than to attempt to convert a table to a

chart.

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Converting a chart to another chart type

The default chart type is a column chart, but you can create many other

types of charts. You can also convert your existing column chart to

another type of chart at any time. To convert to another chart type:

1. Hover over the button in the canvas area.

2. Click Chart Types.

3. Click the type of chart that you want to view.

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The chart now displays as the type of chart that you selected.

Hiding a column in a chart

To hide a column from your chart, click the column’s name in the legend

at the bottom of the chart. Click the column name again to make it

reappear.

Note: You can hide and show chart components that correspond to

fields in the Columns list, but you cannot hide/show chart components

that correspond to fields in the Rows list.

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Changing axis labels

To change the interval between axis labels, move the legend to another

position, or hide measure labels in your chart, use the Chart Format

window.

For example: To set y-axis labels to display at every second line instead

of every line:

1. Click the button in the canvas area.

2. Click Chart Format.

3. Set the Interval between Y-axis labels to 2 instead of 1.

4. Click OK.

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Creating a crosstab in an ad hoc view

Crosstabs display summarized data in rows and columns, and aggregate data

across multiple dimensions.

Many tasks that are useful to know when you are creating crosstabs work the

same way that they do when you create tables.

For example: The process for adding fields and measures to the ad hoc view

from the Data Selection panel is the same as for tables, and the process for

creating and applying filters in the Filters panel is also the same as for tables.

Refer to the sections about creating and configuring tables above for more

information about these tasks.

Creating a simple crosstab

To create a crosstab:

1. Go to Create > Ad Hoc View.

2. Select the domain that you want to use for your chart.

3. Specify the fields to include in your chart.

4. In the Ad Hoc Editor, click Crosstab in the Display Mode list.


your chart.

6. Decide which fields to use as rows and which to use as columns,

and what you would like to measure within those rows and

columns.

7. Add the measure to the Rows list.

8. Add the fields you have chosen to the Rows and Columns lists.

For example: To create a crosstab that displays the number

Enrolled (the measure) for each center (as the Columns field)

and across each season (as the Rows field):

a. Right-click the Enrolled measure and select Add to

Rows.

The Enrolled measure appears in the Rows list.

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b. Right-click the Center field and select Add to Columns.

The Center field appears in the Columns list.

c. Right-click the Season field and select Add to Rows.

The Season field appears in the Rows list.

Your crosstab now displays centers as columns and

seasons as rows, with the number enrolled for each

center and season displaying within the crosstab’s grid.

Note: Use the + button to expand a part of your crosstab to view

more details. For example: To view the number enrolled for each

season, click the + button for the Enrolled measure.

The measure expands to display a row for each season.

Creating a complex crosstab

You can create more complicated crosstabs that use multiple fields as

columns and rows. If you decide to add multiple fields as rows and

columns, then the crosstab data is grouped first by the first item in each

list, then by the second.

For example: If you want to create a crosstab that displays enrollment

totals for both centers and facilities, and for both seasons and terms:

1. In the Ad Hoc Editor displaying an empty ad hoc view, click

Crosstab in the Display Mode list.

2. Add the Enrolled measure to the Rows list.

3. Add the Center field to the Rows list.

4. Add the Facility field to the Rows list.

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5. Add the Season field to the Columns list.

6. Add the Term field to the Columns list.

You can now expand your crosstab in multiple ways to focus on different

information. You can expand individual centers to view the enrollment

numbers for individual facilities within each center. In the same way, you

can expand individual seasons to view the enrollment numbers for

specific terms.

Note: Your crosstab is affected by the order in which fields appear in the

Columns or Rows lists. If the Rows list included Facility first and then

Center, then the crosstab would display centers grouped within each

facility instead of facilities grouped within each center.

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Switching columns and rows

If you decide that you would rather switch your rows and columns so that

the crosstab is reversed, click the Switch Groups button.

The rows and columns are reversed.

Sorting a crosstab

To sort your crosstab by one of its columns:

1. Right-click the column that you want to use for sorting.

2. Click either Sort Ascending or Sort Descending.

3. The table is sorted according to the values in that column.

Note: You can only sort your crosstab by its columns, not by its

rows. If you want to sort a crosstab by one of its rows, first

change it to a column using the Switch Groups button and then

sort.

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Displaying only one column or row

To display crosstab data for only one column, row, or group, use the

Keep Only option. For example: If you only want to see data for a

specific center:

1. Right-click the name of the center that you want to keep.

2. Click Keep Only.

3. All other centers are removed from the crosstab.

Note: Selecting Keep Only for a crosstab element automatically

creates a filter in the Filters panel. You can configure and work

with this filter in the same way that you can for tables.

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Domains for ad hoc reports

A Domain is a virtual view of a data source that presents the data in business

terms. Use the following field definitions to help determine which fields to add to

your ad hoc views.

Activity Enrollment Domain

The Activity Enrollment domains returns 3 years of data based on the activity

enrollment date.

Domain Column Name Definition

Activity Category Categorization of the Activity, based upon the configuration in

ACTIVENet.

Activity Department The Department optionally assigned to an activity

Activity External Number Activity external number

Activity Name The Activity Name

Activity Number The Activity Number

Activity Status The Activity Status

Activity Type The Activity Type optionally assigned to an activity

Activity Waiver Status The waiver completion status for each registrant:

• None: If no waivers are set up for the activity, then the

Activity Waiver Status is "None".

• Not Required: If the activity does not require any waivers,

then the Activity Waiver Status is "Not Required".

• Completed: If all required waivers are completed, then the

Activity Waiver Status is "Completed".

• Incomplete: If any of the required waivers are incomplete

and none are past the due date, then the Activity Waiver

Status is "Incomplete".

• Past Due: If any of the required waivers are incomplete and

past the due date, then the Activity Waiver Status is "Past

Due".

Amount The amount of the revenue

Amount Incl Tax The amount of the revenue including tax

Center The name of the center at which an activity takes place

Customer Addr1 First line of registrant's mailing address

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Customer Addr2 Second line of registrant's mailing address

Customer Cell Phone Registrant's cell phone

Customer DOB The customer’s birthdate

Customer City City of registrant's mailing address

Customer Email Registrant's email address

Customer First Name Registrant's first name

Customer Home Phone Registrant's home phone

Customer ID Unique identification number of the customer

Residency Status Resident or Non-resident

Customer Last Name Registrant's last name

Customer State State from registrant's mailing address

Customer Work Phone Registrant's work phone

Customer Zip Code Zip code from registrant's mailing address

Days of week The days in a week when the activity occurs.

End Date Last course date of the activity

End Time Last course time of the activity

Enrollment Date The date of the customer’s enrollment

Facility The name of the facility at which the activity takes place (the primary

facility)

Facility Type The facility type of the facility at which the activity takes place

Front Desk Enrolled Number of enrollments at the front desk

Gender Which genders can enroll in this activity (male/female/co-ed)

Head of Household Address 1 Head of Household address 1


Head of Household Cell Phone Head of Household Cell Phone

Head of Household City Head of Household City

Head of Household Country Head of Household Country

Head of Household Email Head of Household Email

Head of Household First Name Head of Household First Name

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Head of Household Home Phone Head of Household Home Phone

Head of Household Last Name Head of Household Last Name

Head of Household

State/Province

Head of Household State/Province

Head of Household Zip Code Head of Household Zip Code

Holds Number of seats in activity held for "enroll by deposit"

Instructor Start Date The date from which the instructor is required

Instructor Name The name of the activity's primary instructor

Instructor Role The role of the instructor

Instructor End Date The final date on which the instructor is required

League Name If a league is attached to the activity, then this column displays the

league name.

Max Age Maximum age allowed for registrant (year portion)

Max Reg Maximum number of participants in activity (0 means unlimited)

Minimum Grade The minimum grade required for the activity

Min Age Minimum age allowed for registrant (year portion)

Min Reg Minimum number of participants in activity (used in reports to help

determine which activities are under-capacity and should be

cancelled)

Maximum Grade The maximum grade required for the activity

Nbr of Hours Total number of hours in all sessions of the activity (rounded)

Nbr of Sessions Total number of sessions in the activity

Number of Attendance The attendance for the required activity

Online Enrolled Number of online enrollments

Opens Number of open spots left in activity

Organization Name of this organization

Parent Activity Parent activity name

Payer Address 1 Payer Address 1


Payer Cell Phone Payer Cell Phone

Payer City Payer City

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Payer Email Payer Email

Payer First Name Payer First Name

Payer Home Phone Payer Home Phone

Payer ID Payer ID

Payer Last Name Payer Last Name

Payer State Payer State

Payer Work Phone Payer Work Phone

Payer Zipcode Payer zipcode

Season Season in which the activity occurs

Site Site to which activity is assigned

Start Date First course date of the activity

Start Time First course time of the activity

Sub Category Sub Category of the Activity Category

Supervisor The supervisor for the activity.

Tax Receipt Eligibility If the activity is tax eligible, then this column displays ‘Yes’.

Team Contact First Name Displays the first name of the contact person for the team. For a team

with multiple contacts, the contact with the highest customer ID is

displayed.

Team Contact Last Name Displays the last name of the contact person for the team. For a team

with multiple contacts, the contact with the highest customer ID is

displayed.

Team Contact Email Displays the email address of the contact person for the team. For a

team with multiple contacts, the contact with the highest customer

ID is displayed.

Team Name The customer’s team name for team enrollments

Term Term in which this activity occurs

Total Enrolled Number of total enrollments

Waits Number of registrations in the waiting list for this activity

Transaction Date Transaction date of the activity enrollment.

Transaction Date Transaction date and time of the activity enrollment.

Transaction Type Transaction type of the activity enrollment. For example, Transfer In,

Enroll from Package, Withdrawn.

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Week of Month The weeks in a month when the activity occurs.

Displays "First, Second, Third, Fourth, Last" for each month. If all

weeks are selected, "Every Week" is displayed.

Withdraw/Transfer Reason The Activity Enrollment domain now includes a new

Withdraw/Transfer Reason field, which displays the first 200

characters of the reason why the customer withdrew from or

transferred out of the activity.

Seats Reserved Time Date and time when the customer made the reservation for seat(s) in

the activity. For customers on the waitlist, this is blank.

Waitlist Position The customer’s sequence in the waitlist, for example, if this column

displays 2, then the customer is the second person in the waitlist.

Requested Seats The number of requested seats.

Staff Notes The first 200 characters of any staff notes.

Receipt Number Receipt number

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Activity Enrollment Analysis Domain

The Activity Enrollment Analysis domain returns 3 years of data based on the

activity start date.


Activity

Activity Category Categorization of the Activity, based upon the configuration in

ACTIVENet.

Activity Department The Department optionally assigned to an activity

Activity External Number Activity external number

Activity Name The Activity Name

Activity Number The Activity Number

Activity Site Site where the activity belongs to

Activity Status The Activity Status

Activity Type The Activity Type optionally assigned to an activity

Activity Waiver Status The waiver completion status for each registrant

• None: If no waivers are set up for the activity, then the

Activity Waiver Status is "None".

• Not Required: If the activity does not require any waivers,

then the Activity Waiver Status is "Not Required".

• Completed: If all required waivers are completed, then the

Activity Waiver Status is "Completed".

• Incomplete: If any of the required waivers are incomplete

and none are past the due date, then the Activity Waiver

Status is "Incomplete".

• Past Due: If any of the required waivers are incomplete and

past the due date, then the Activity Waiver Status is "Past

Due".

Center The name of the center at which an activity takes place

Days of week The days in a week when the activity occurs.

End Date Last course date of the activity

End Time Last course time of the activity

Facility The name of the facility at which the activity takes place (the primary

facility)

Facility Type The facility type of the facility at which the activity takes place

Instructor Start Date The date from which the instructor is required

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Instructor Name The name of the activity's primary instructor

Instructor Role The role of the instructor

Instructor End Date The final date on which the instructor is required

League Name If a league is attached to the activity, then displays the league name.

Max Age Maximum age allowed for registrant (year portion)

Max Reg Maximum number of participants in activity (0 means unlimited)

Minimum Grade The minimum grade required for the activity

Min Age Minimum age allowed for registrant (year portion)

Min Reg Minimum number of participants in activity (used in reports to help

determine which activities are under-capacity and should be

cancelled)

Maximum Grade The maximum grade required for the activity

Nbr of Hours Total number of hours in all sessions of the activity (rounded)

Nbr of Sessions Total number of sessions in the activity

Opens Number of open spots left in activity

Parent Activity Parent activity name

Private Lesson First Date Date of the first private lesson

Private Lesson Last Date Date of the last private lesson

Season Season in which the activity occurs

Start Date First course date of the activity

Start Time First course time of the activity

Sub Category Sub Category of the Activity Category

Supervisor The supervisor for the activity.

Tax Receipt Eligibility If the activity is tax eligible, then this column displays ‘Yes’.

Term Term in which this activity occurs

Week of Month The weeks in a month when the activity occurs.

Customers - Enrollee

Customer Addr1 First line of registrant's mailing address

Customer Addr2 Second line of registrant's mailing address

Customer Cell Phone Registrant's cell phone

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Customer DOB The customer’s birthdate

Customer City City of registrant's mailing address

Customer Email Registrant's email address

Customer First Name Registrant's first name

Customer Grade Customer grade information

Customer Home Phone Registrant's home phone


Customer Last Name Registrant's last name

Customer State State from registrant's mailing address

Customer Work Phone Registrant's work phone

Customer Zip Code Zip code from registrant's mailing address

Emergency Contact 1 First Name First name of the emergency contact 1

Emergency Contact 1 Last Name Last name of the emergency contact 1

Emergency Contact 1 Phone Phone number of the emergency contact 1

Emergency Contact 1 Relation Relation between the customer and the emergency contact 1

Emergency Contact 2 First Name First name of the emergency contact 2

Emergency Contact 2 Last Name Last name of the emergency contact 2

Emergency Contact 2 Phone Phone number of the emergency contact 2

Emergency Contact 2 Relation Relation between the customer and the emergency contact 2

Gender Gender of the customer

Retention Member This column displays:

Yes: for a customer who has an active retention-eligible membership

and the membership is not suspended.

Suspended: for a customer who has an active retention-eligible

membership and the membership is suspended.

Retention Period: for a customer who does not have a retention-

eligible membership package but had a retention-eligible

membership package in the past.

If the expiry date of the last retention-eligible package is within

today's date plus the retention period, then this field displays

‘Retention Period’.

No: for customers who do not meet the above conditions.

Customers – Head of Household


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Head of Household Cell Phone Head of Household Cell Phone

Head of Household City Head of Household City

Head of Household Country Head of Household Country

Head of Household Email Head of Household Email

Head of Household First Name Head of Household First Name

Head of Household Home Phone Head of Household Home Phone

Head of Household Last Name Head of Household Last Name

Head of Household

State/Province

Head of Household State/Province

Head of Household Zip Code Head of Household Zip Code

Customers - Payer



Payer Cell Phone Payer Cell Phone

Payer City Payer City

Payer Email Payer Email

Payer First Name Payer First Name

Payer Home Phone Payer Home Phone

Payer ID Payer ID

Payer Last Name Payer Last Name

Payer State Payer State

Payer Work Phone Payer Work Phone

Payer Zipcode Payer zipcode

Enrollments

Canceled Number of canceled registrations for the activity

Front Desk Enrolled Number of enrollments at the front desk

Holds Number of seats in activity held for "enroll by deposit"

Number of Attendance The attendance for the required activity

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Online Enrolled Number of online enrollments

Total Enrolled Number of total enrollments

Waits Number of registrations in the waiting list for this activity

Revenue

Amount The amount of the revenue

Amount Incl Tax The amount of the revenue including tax

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Customer Information Domain



Customer Type

Customer type description

For example, Employee, Individual, Non-profit

Geographic Area The name of the geographic area that the customer belongs to

Last Payee Id The ID of the user for whom the customer last made a payment

Customer Site The site to which the customer belongs

Customer First Name Customer's first name.

Customer Last Name Customer's last name.

Customer Address1 Customer's address 1.

Customer Address2 Customer's address 2.

City Customer's residential address city

State/Province Customer's residential address province

Zip/Postal Code Customer's zip code

Home Phone Customer's home phone

Work Phone Customer's work phone

Cell Phone Customer's cell phone

Fax Phone Customer's fax phone

Pager Customer's pager phone

Other Phone Customer's other phone

Customer Email Customer’s email address

Date of birth Customer's birthdate (Format: MM/DD/YYYY)

Grade Customer grade information

Age Category Customer’s age category

Entry Date The customer record creation date

Customer Gender Customer Gender (Male, Female, Other)

Head of Household Whether the customer is the head of household

Last Waiver Date The most recent date of sign a waiver

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Mailing Address1 Customer’s mailing address 1

Mailing Address2 Customer’s mailing address 2

Mailing City The city of the customer's mailing address

Mailing State/Province The state of the customer's mailing address

Mailing Zip/Postal Code The zip code of the customer's mailing address

Mailing Country The country of the customer's mailing address

Mailing Name The country of the customer's mailing address

Occupation Customer’s occupation

Residential Status Customer's resident status ("Resident" or "Non-resident")

Special Handling Whether the customer needs special handling (“Yes” or “No”)

Emergency Contact1 First Name The first name of the customer’s emergency contact1

Emergency Contact1 Last Name The last name of the customer’s emergency contact1

Emergency Contact1 Phone No. The phone number of the customer’s emergency contact1

Emergency Contact1 Relation The relation of the customer’s emergency contact1

Emergency Contact1 Other

Phone The other phone number of the customer’s emergency contact1

Emergency Contact2 First Name The first name of the customer’s emergency contact2

Emergency Contact2 Last Name The last name of the customer’s emergency contact2

Emergency Contact2 Phone No. The phone number of the customer’s emergency contact2

Emergency Contact2 Relation The relation of the customer’s emergency contact2

Emergency Contact2 Other

Phone The other phone number of the customer’s emergency contact2

Promotional Email

Whether the customer agreed to receive promotional emails

Displays 'Yes' or 'No'

Date Modified

The date and time of the last modification to the customer

information

Retired Status Customer's retired status ("Retired" or "Active")

Promotional Postal Mail

Whether the customer agreed to receive postal mails

Displays 'Yes' or 'No'.

Not Online Activated Whether the customer is activated on the CUI

Login Created Customer’s CUI account creation time and date

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Login Used Customer’s most current login time to CUI.

Interest Date The date on which the customer’s interest charge is calculated

Country Customer’s country

Middle Name Customer’s middle name

Residency Expires Date Customer’s residency expiration date

Legal name Customer’s legal name

Additional email Customer’s additional email address

Agree receive text message Whether the customer agreed to receive text messages

Created Online / Staff Side

Whether the customer account was created online or on the staff

side

Custom question

Description of the custom question.

Only include questions answered during enrollment and account

creation transactions.

Custom question answer

The answer to the custom question (including blank answers)

Only include answers entered during enrollment and account

creation transactions.

Answer for

The module name for which the customer answered question,

- Activity Registration

- Program Registration

- Membership Sales

- Facility Reservation

- Account Creations

Time stamp The date and time when the customer answered the question

Receipt number

On which receipt the customer answered the question.

Displays blank if the question was answered for 'Account Creations'.

Activity name

The name of the activity for which the customer answered a custom

question.

Activity number

The number of the activity for which the customer answered a

custom question.

Activity status

The status of the activity for which the customer answered a custom

question

Program Name

The name of the Flex Reg program for which the customer answered

a custom question

Program Number

The number of the Flex Reg program for which the customer

answered a custom question

Program Status The status of the Flex Reg program for which the customer answered

a custom question

Event type The event type for which the customer answered a custom question

Permit number The number of the permit for which the customer answered a custom

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question

permit status The status of the permit for which the customer answered a custom

question

package name The name of the package for which the customer answered a

question

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Facility Booking Data Analysis Domain


Facility Name Facility Name

Facility Number The facility number assigned to the facility.

It displays blank if no facility number has been assigned to the

facility.

Facility Type The facility type associated with the facility.

For Example: Fitness room, Class Room

Center The center associated with the facility

Reservation Site The site associated with the facility

Permit Number Permit Number.

It displays blank if the scheduled reservation doesn’t have any permit

associated.

Permit Date The date when the permit was created.

Format: MM/DD/YYYY

Event Type The event type of the reservation. It displays blank if the reservation

does not have event type.

Event Start Date The date when the event occurs.

Day of week The weekday of the reserved date.

Format: Mon, Tue, Wed, Thu, Fri, Sat, Sun

Event Start Time The reservation start time (exclude the setup time)

Event End Date The date when the event ends.

Event End Time The event end time (exclude the teardown time)

Attendance The attendance for the required event

Permit Status The current status of the permit.

For example, Approved, Denied, Tentative, Stage Denied, Issued,

Cancelled, Waiting Decision, Completed, On Hold

Schedule Type The schedule type associated with the reservation.

Permit Expiration Date The expiration date of the permit.

Format: MM/DD/YYYY

System User The name of the system user who created the permit.

Transaction Site Name of the transaction site.

Customer Type Customer type of the customer account. This column Includes both

individual customer types and organization customer types.

Customer First Name Customer First Name

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Customer Last Name Customer Last Name

Residency Customer's resident status

It displays "Resident" or "Non-resident".

Company Name Company Name

Hours Reserved The total hours reserved for the event

Reservation Type This facility is reserved by:

• Activity

• Daycare

• League

• Permit

Activity Name Only displayed when the reservation is for an activity.

Daycare Session Name Only displayed when the reservation is for a daycare session.

League Name Only displayed when the reservation is for a league game.

Event Name Event Name

Event Notes - Staff Notes Displays the first 200 characters of the staff notes.

Note that the Facility Booking Data Analysis Domain only displays

event notes entered in the Facility Management module

Event Notes - Customer Notes Displays the first 200 characters of the customer notes.

Note that the Facility Booking Data Analysis Domain only displays

event notes entered in the Facility Management module

Event Setup Date The setup date of the event

Event Setup Time The setup time of the event

Event Cleanup Date Event Cleanup Date

Event Cleanup Time Event Cleanup Time

Customer Email Customer Email

Customer Home Phone Customer Home Phone

Customer Cell Phone Customer Cell Phone

Customer Work Phone Customer Work Phone

Center Lighting ID Displays the Center Lighting ID of the facility.

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Financial Domain


Account Name GL account name

Account Number GL account number

Transaction Site Name of the transaction site

Workstation Workstation which the transaction occurs

Revenue Site The site which the revenue is recognized

Transaction date Transaction date stamp (Format: MM/DD/YYYY)

Receipt Number Receipt number

Transaction Type Transaction type of this transaction

Charge Description Description of each charge on the receipt

Payment Type Payment type description:

1 = Cash;

2 = check;

3 = Credit Card

4 = Credit Memo

5 = From Account

6 = Mail check (Refund)

7 = Cash Refund

8 = Credit Card Refund

9 = ECP

10 = To Account

11 = No Money

12 = Payment Plan

16 = Manual Deduction

17 = Journal Entry

18 = Gift Certificate

19 = Gift Certificate Refund

22 = Debit Card

23 = Debit Card Refund

Activity Number Activity number for the transaction

Activity Name Transaction-related activity name

Package Name Transaction-related package name

Program Name Transaction-related flex-reg name

Resource Name Transaction-related facility name

Permit Number Transaction-related permit number

Activity Season Transaction-related activity season

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Program Season Transaction-related program season

Term (Childseason) Transaction-related term

Program Session Transaction-related program session name

Customer First Name Customer's first name

Customer Last Name Customer's Last name

Customer ID Customer ID

Payer First Name Payer's first name

Payer Last Name Payer's last name

Payer ID Payer's customer ID

System User Name of the system user

Staff Notes Notes entered by staff user for this transaction.

Quantity Quantity of a charge on a receipt

Amount Total charge amount

CC/ECP/DC Amount Amount paid by credit card/ ECP/ debit card

Transaction fee Transaction fee

Credit card fee Credit card fee

Convenience fee Convenience fee

Customer Paid convenience fee Customer paid convenience fee

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Flex Reg Enrollment Analysis domain


Program Name Flex Registration Program Name

Program Type Flex Registration Program Type

Catalog Number Flex Registration Program catalog number

Program Status Program Status includes Open, Closed, Tentative, On hold, Retired.

Program Site Site to which the program is assigned

Parent Season The parent season associated with the Flex Registration program

Child Season The child season associated with the Flex Registration program

Department Department of the Flex Registration program

Daycare Category Flex Registration/Daycare/Child Care Category

Daycare Other Category Flex Registration/Daycare/Child Care Other Category

Supervisor The name of the supervisor who has been assigned to the Flex

Registration program

Session Name the session name that associated to the program

Facility The facility associated with the session

Customer ID Customer ID

Customer Email Customer’s email address

Customer First Name The registrant's First Name

Customer Last Name The registrant's Last Name

First Enrollment Date The transaction date when the customer first enrolled in the program

Customer Home Phone Customer's Home Phone number

Customer Work Phone Customer's Work Phone number

Customer Cell Phone Customer's Cell Phone number

Customer Addr1 Customer's residential Address

Customer Addr2 Customer's residential Address

Customer City Customer's City

Customer State Customer's State

Customer Zip code Customer's Zip Code

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Resident Status Customer's resident status (Display "Resident" or "Non-resident")

Date of birth Date of birth

Customer Gender M, F, O are displayed for customer gender.

M = Male

F = Female

O = Other

Session Nbr of Enrolled The total customer number who enrolled into the session.

Note:

• The customers who are in the waiting list and trial class are

not included.

• Each customer is counted only once in a session.

• Customers who have been withdrawn from the session are

not included.

Session Nbr of Waits The total customer number in the session waiting list.

Note:

• Each customer is counted only once in the session waiting

list.

Session Nbr of Trails The total customer number that enrolled in the trail class of the

session.

Note:

• Each customer is counted only once in the trail class of each

session.

Session Max Enrollment The predefined maximum capacity of the session

Session Nbr of Hours The total hours of all classes in the session

Session Nbr of Classes The total number of classes the session has

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Membership Audit Log Domain


Member info

Member Since Date The date when the customer purchased a valid membership

If the previous membership package expired, then the date when the

customer purchased a new package is the new “Member Since Date”

Primary Member Customer ID The ID for the primary member

Primary Member First Name First name of the primary member

Primary Member Last Name Last name of the primary member

Primary Member Email The email address of the primary member

Package Info

Date Effective The date when the membership became effective

Date Expires The expiry date of the membership

Date Suspended From The date when the membership was suspended

Date Suspended To The date when the membership's suspension ended

Membership Autorenewal Type The payment method selected for an auto-renewal membership

• 0 Not autorenewed

• 1 By credit card

• 2 By EFT

• 3 By manual deduction

• 4 By payment plan

Membership ID Membership ID

Membership Status Membership status, including Pending, Active, Voided, Refunded,

Renewing, Deferred Commit

Package ID The ID of the membership package

Package Max Uses For a punch card membership, this is the maximum number of uses

for this membership (not the remaining number of uses)

Package Name Package Name

Package Category ID The ID of the package category

Package Category Name Package Category Name

Package Site ID The ID of the site to which this package belongs

Package Site Name The name of the site to which this package belongs

Retention Eligible Package Whether this package is a retention eligible package

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Suspended Reason The reason this package was suspended

Cancellation Reason The reason the member cancelled the membership

Transaction Info

Beg Datestamp The date and time the membership enters a status as a result of

either a transaction or a manual change on the Membership Inquiry

page

End Datestamp The date and time the membership exits a status as a result of either

a transaction or a manual change on the Membership Inquiry page

History Transaction Type This indicates the origin or cause of the membership change:

• 0 None

• 1 Join

• 2 Transfer

• 3 Renew

• 4 Renew After Grace

• 5 Refund And Cancel

• 6 Refund

• 7 Fee Adjust

• 8 Modify

• 9 Pass Refund

• 20 Status Change

• 21 Becomes Effective

• 22 Becomes Suspended

• 23 Becomes Unsuspended

Membership History ID This ID is for troubleshooting purposes

System User First Name First name of the system user

System User Last Name Last name of the system user

Transaction ID The transaction ID of the transaction type for the membership

change.

Voided Whether this transaction has been voided

Workstation Name The name of the workstation where the membership change was

made

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Memberships Domain

the Memberships Domain includes non-voided memberships which expired in

the last three full calendar years plus the current year-to-date or will expire in the

future.


Member Information

Member First Name Member's first name

Member Last Name Member's last name

Member ID Member's customer ID

Member Gender Customer Gender

It displays Blank, "Male" or "Female"

Member Date of Birth Customer's birthdate

Format: MM/DD/YYYY

Member Customer Type Customer type description

For example, Employee, Individual, Non-profit

Member Resident Status Customer's residency status.

Displays Resident or Non-resident

Member Retirement Status Customer's retirement status

Displays "Retired" or "Active"

Member Contact Information

Member Email Customer’s email address

Member Cell Phone Member's cell phone

Member Home Phone Member's home phone

Member Work Phone Member's work phone

Member Address 1 Member's address 1


Member City Member's residential address city

Member State/Province Member's State/Province

Member Zip/Postal Member's Zip/Postal

Member County Member's residential address country

Member Mailing Address: Member's mailing address 1

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Address 1

Member Mailing Address:

Address 2

Member's mailing address 2

Member Mailing Address: City City of the customer's mailing address


State/Province

State of the customer's mailing address

Member Mailing Address: Zip /

Postal Code

Zip code of the customer's mailing address


Country

Country of the customer's mailing address

Emergency Contact First Name 1st emergency contact's first name

Emergency Contact Last Name 1st emergency contact's last name

Emergency Contact Phone 1st emergency contact phone number

Emergency Contact Relation Relation description for 1st Emergency contact

Membership Information

Membership Status Status of the membership

Suspended From Date The date the membership package is suspended from

(Format: MM/DD/YYYY)

Suspended To Date The date the membership package is suspended to (Format:

MM/DD/YYYY)

Membership ID The ID for the membership

Pass Number Customer's membership pass number

Package Name The name of the membership package

Package Category The package category name

Package retention eligible Indicates whether the membership package is a retention eligible

membership or not

Displays "Yes" or "No"

Package Site Package Site Name

Package Term Value:

1. Never expire

2. Specific date range

3. Expire X days after issue

4. Weekly

5. Biweekly

6. Semimonthly

7. Monthly

8. Bimonthly

9. Quarterly

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10. Semiannually

11. Annually

Primary Member Whether the member is a primary member for the membership.

Displays "Yes" or "No"

Member Since Date The date when the customer purchased a valid membership

If the previous membership package expired, then the date when the

customer purchased a new package is the new “Member Since Date”

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Membership Usage Domain


Customer Info



Member Age Customer's age as of current date

It displays either blank or customer's age

Member Cell Phone Member's cell phone

Member City Member's residential address city

Member County Member's residential address country

Member Customer Type Customer type description, for example, Employee, Individual, Non-

profit

Member Date of Birth Customer's birthdate

Format: MM/DD/YYYY

Member Email Customer’s email

Member Gender Customer Gender

Member Home Phone Member's home phone

Member ID Member's customer ID


Address 1

Customer's mailing address 1


Address 2

Customer's mailing address 2

Member Mailing Address: City City of the customer's mailing address


State/Province

State of the customer's mailing address

Member Mailing Address: Zip /

Postal Code

Zip code of the customer's mailing address

Member First Name Member's first name

Member Last Name Member's Last Name

Member Resident Status Customer's residency status.

Displays Resident or Non-resident.

Member Retired Status Customer's retirement status.

Displays Retired or Active.

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Member State/Province Member's State/Province

Member Zip/Postal Member's Zip/Postal

Primary Member Cell Phone The primary member's cell phone

Primary Member Email The primary member's email

Primary Member First Name The primary member's first name

Primary Member Home Phone The primary member's home phone

Primary Member ID The primary member' customer ID

Primary Member Last Name The primary member's last Name

Membership Info

Package Effective Date Membership package's current effective date.

When a membership package is transferred, the Package Effective

Date of the new membership will be the next day of the transfer date.

Package Expiration Date Membership package's expiration date

Membership ID The ID of the membership

Membership Pass Number Customer's membership pass number

Member Since Date Member Since Date indicates the original date on which the

customer purchased a valid membership within the defined retention

period.

For example, if package A was expired, the customer buys a new valid

package B after the retention period. The member since date is

updated to the new package B effective date.

For one member, there is only one member since date.

Format: MM/DD/YYYY.

Membership Status The current status of the membership pass.

For example, active, cancelled, suspended, voided, etc.

After the 17.2.1 release, for family memberships, the Membership

Status column displays the Suspended status for each member in a

family.

Package Cancellation Date It is the date when the membership status was changed to Cancelled

and the date when the whole membership package is cancelled.

Note:

It is NOT the date when an individual membership sale or

membership renewal transaction is cancelled.

Package Category The package category name

Package ID The ID of the membership package

Package Name The name of the membership package.

Package retention eligible It indicates whether the membership package is a retention eligible

membership or not.

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Package Site Package Site Name

Package Term 1. Never expire

2. Specific date range

3. Expire X days after issue

4. Weekly

5. Biweekly

6. Semimonthly

7. Monthly

8. Bimonthly

9. Quarterly

10. Semiannually

Annually

Suspended From Date The date the membership package is suspended from


Suspended To Date The date the membership package is suspended to


Scan Details

# of scans Number of scans within the selected date range

If there are multiple scans within 5 minutes, the number of Scans

column displays 1

Cancellation Reason The cancellation reason for the membership cancellation transaction

Check In Date The date when the check-in was validated

Check In Date Time The date and time when the check-in was validated

Check In Day of the week The day of week for the check in date

Check In Entry Point Entry point where the check-in was validated

Check In Time The time that the member checked-in.

Check Out Date The date when the check-in was validated

Check Out Entry Point The entry point where the check-in was validated

Check Out Time The time that the member checked-out

Reason Scan Declined The reason that the member was declined entry.

Scan Declined The number of declined scans

Voided Whether the scan was voided

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Payment Details Domain

The Payment Details domain returns detailed payment information for the last

two years based on payment date.


Company ID ID of the company that made the payment

Company Name Name of the company that made the payment

Payer ID ID of the person who made the payment

Payer First Name First name of the payer who made the payment

Payer Last Name Last name of the payer who made the payment

Payer's Email The payer's email address. When both Company ID and Customer ID

are presented, the company's email address is displayed

Phone1 Home Home phone number of the customer payer or Phone1 of the

company payer

Phone2 Work Work phone number of the customer payer or Phone2 of the

company payer

Phone3 Cell Cell phone number of the customer payer or Phone3 of the company

payer

Payment Receipt# Receipt number of the payment transaction

Original Receipt# The number of the original receipt paid for by this payment. Displays

multiple records when this payment pays for multiple receipts

Staff User ID ID of the staff user who received the payment

Staff User First Name First name of the Staff took the payment

Staff User Last Name Last name of the Staff took the payment

Transaction Date Time Original transaction date and time

Transaction Site Site where the original payment occurred

Cancelled Whether the payment was canceled or not

Cancellation Reason The first 200 characters of the Cancellation Reason

Cash Out ID Cash Out ID

Work Station The workstation where the payment was received or refunded

Card Type Type of the credit card

Card Expiration Expiration date of the credit card used for the payment

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Last 4 Card# The last 4 digits of the credit card number

Transaction Type Payment or Refund

Base Payment Type Credit card, ECP, Cash or Check, giftcard, etc

Custom Payment Type Custom payment type name if this payment was paid using a custom

payment type

Check# Check number. This column only applies to Check Payments

Giftcard# Gift card number. This column only applies to gift card Payments

ECP Account ECP account information. This column only applies to ECP Payments

Receipt Voided Displays yes if the whole receipt which includes the payment was

voided

Receipt Voided Day Time The date and time when the payment receipt was voided

Voided By User The user who voided this payment

Payment Amount Amount of this payment

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Payment Distribution Domain

The Payment Distribution domain details of the most recent two years of

payments.

Note that payments to add account credits and payments made using account

credits are included in this domain.


Payment Amount Total payment amount for each GL account, excluding ECP and

journal entry payments

Allocated Amount Amount allocated to each GL account, including ECP and journal

entry payments

Payer Info

Company ID ID of the company that made the payment

Company Name Name of the company that made the payment

Payer ID ID of the payer

Payer First Name First name of the payer

Payer Last Name Last Name of the payer

Payer's Email Email address of the payer

Phone1 Home Home phone number of the payer

Phone2 Work Work phone number of the payer

Phone3 Cell Cell phone number of the payer

Transaction Info

Payment Receipt# Receipt number of the payment transaction

Original Receipt# Original receipt number of the transaction

Staff User ID ID of the staff user who took the payment

Staff User First Name First name of the staff user who took the payment

Staff User Last Name Last name of the staff user who took the payment

Transaction Date Time Date and time of the original transaction

Transaction Site Name of the site where the original transaction occurred

Cancelled Whether the transaction was cancelled or not

Cancellation Reason This field displays the first 200 characters of the cancellation reason

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Cash Out ID Cash Out ID

Work Station Name of the workstation where the payment was made

Payment Info

Card Type Type of the credit card. This column only applies to credit card

payments

Card Expiration Expiration date of the credit card

Last 4 Card# The last four digits of the credit card

Transaction Type Payment or refund

Base Payment Type Base type for the payment type:

0 No payment

1 Cash

2 Check

3 Credit card

4 Credit memo

5 Paid from account

6 Refund by check

7 Refund by cash

8 Refund to credit card

9 Electronic check (ECP)

10 Refund to account

11 No money

12 Payment plan

14 Cash pass-through

15 Refund by cash pass-through

16 Manual deduction

17 Journal entry

18 Gift certificate

19 Refund to gift certificate

20 Financial aid

21 Financial aid by payment plan

22 Debit card

23 Refund to debit card

Custom Payment Type Name of the custom payment type name

Check# Check number. This column only applies to check payments

Gift card# Gift card number. This column only applies to gift card payments

ECP Account ECP account information. This column only applies to ECP payments

Distribution Info

Module Name of the module linked with the payment (when available)

Reference ID Module: Registration

Reference ID: Activity Number

Module: FlexReg

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Reference ID: Program ID

Module: Facility

Reference ID Permit Number

Module: POS

Reference ID: UPC

Module: Membership

Reference ID: Membership ID

Module: Gift Card

Reference ID: Gift Card number

Module: Equipment Loan

Reference ID: Equipment ID

Module: Donation

Reference ID Campaign ID

Module: Other

Reference ID Receipt number

Reference Name Module: Registration

Reference Name: Activity Name

Module: FlexReg

Reference Name: Program name

Module: Facility

Reference Name Event Name

Module: POS

Reference Name Product Name

Module: Membership

Reference Name: Package Name

Module: Gift Card

Reference Name Gift Card type

Module: Equipment Loan

Reference Name: Equipment Name

Module: Donation

Reference Name: Campaign Name

Module: Other

Reference Name Charge Name

GL Account GL account to which the payment is allocated (when available).

Displays blank for an agency fee surcharge.

GL Name Name of the GL account to which the payment is allocated (when

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available). Displays Agency Fee Surcharge for an agency fee

surcharge.

Revenue Site Revenue site to which this payment is allocated (when available)

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Frequently asked questions

1. Q: Why does the domain have a version number?

A: Domains are not backward compatible.

• If an existing domain is updated, the new domain is deployed

with a new version number.

• Users will need to create a new report if they want to leverage

any new fields/measures that added to the domain.

• Existing reports can be modified but users will not be able to

create new reports based on the older domains.

2. Q: Why are Ad Hoc Reports / Domains slower than Interactive reports?

A: The SQL is executed at runtime and leads to slower response times. If

clients want to use a large data set, they should schedule the report.

activenet insights ad hoc view user guide · activenet insights ad hoc view user guide (v5.40)...

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