Reports & Analytics Guide

Generating Attendance Reports

1. Access Reports Section

   Navigate to Chapter → Reports from your admin dashboard

2. Select Attendance Report Type
   • Member-wise attendance summary
   • Meeting-wise attendance details
   • Attendance percentage analysis
   • Late arrival tracking
3. Set Date Range

   Choose specific period for analysis (monthly, quarterly, yearly)

4. Apply Filters

   Filter by member status, role, or specific members

5. Generate & Export

   View report online or export to Excel/PDF

Outstanding Payment Reports

1. Member Outstanding Report

   View unpaid charges by member with aging analysis

2. Meeting-wise Outstanding

   See which meetings have pending payments

3. Payment Aging Report

   Categorize outstanding amounts by age (30, 60, 90+ days)

4. Collection Efficiency

   Track payment collection rates and trends

Revenue & Expense Reports

1. Monthly Revenue Summary

   Total collections and revenue trends

2. Expense Analysis

   Category-wise expense breakdown and trends

3. Profit & Loss Statement

   Income vs expenses with net position

4. Cash Flow Analysis

   Track money in and out over time

Member Analytics

• Member Directory:

  Complete member list with contact details and business information

• Member Status Report:

  Active, inactive, and suspended member counts

• Business Category Analysis:

  Distribution of members by business categories

• Member Engagement Score:

  Combined attendance and payment performance metrics

Individual Member Profiles

• Payment History:

  Complete payment record with receipts

• Attendance Record:

  Meeting attendance with status details

• Outstanding Summary:

  Current dues and payment status

• Member Activity Timeline:

  Chronological activity and engagement history

Report Customization

• Date Range Selection:

  Custom start and end dates for any report

• Member Filtering:

  Include/exclude specific members or groups

• Status Filtering:

  Filter by member status, payment status, etc.

• Column Selection:

  Choose which data fields to include

Export Options

• Excel Export:

  Full data export for advanced analysis

• PDF Reports:

  Professional formatted reports for sharing

• CSV Data:

  Raw data for external systems

• Email Reports:

  Automated report delivery via email

Trend Analysis

• Attendance Trends:

  Track attendance patterns over time

• Payment Trends:

  Monitor payment collection efficiency

• Member Growth:

  Track chapter membership changes

• Revenue Trends:

  Analyze revenue patterns and seasonality

Predictive Insights

• Payment Predictions:

  Identify members likely to have payment delays

• Attendance Forecasting:

  Predict meeting attendance based on patterns

• Revenue Projections:

  Forecast chapter revenue based on trends

• Risk Assessment:

  Identify members at risk of leaving