reporting live from demosphere
TRANSCRIPT
!Reporting Live From Demosphere
!Sean Rose, Marketing Director
Today’s Agenda:
● Tracking Your Finances
● OLR Reports in RosterPro®
● Utilizing Filtered Views
● Creating Custom Reports
● Export Information
● How Demosphere Can Help
Demosphere Knows Youth Sports!
● 1,300+ Customers
● 25 years of experience
● 9+ years of experience
personally
Tracking Your Finances
● Deposit Summary Report
Tracking Deposits
● Narrow down the Deposit Summary by clicking a specific settlement date
● Understand exact amounts paid in each order
Deposit Summary Report
Remaining Payments
● Track the amount requested and granted in financial aid for each season
● Have amounts separated into amount paid and amount due columns
Financial Aid
Payment Summary By Program● OLR Report: Registration Counts
!● RosterPro® Substitute: Payment
Summary By Program
!● Divided by program, season, and
group
!!
Using Filters
● Every report can be filtered by
selecting the “Filter” button
➔ Program
➔ Season
➔ Sales
➔ Grouping
➔ Refunds
➔ Merchant Fees
➔ Total Sales
Registration By Name
● Compiles a list of registrants who enrolled in a specific season !● View registration date, program, season, and registration status
Participant Counts By Current Season
● Understand active participants by season, gender, financial aid status, & more
Creating Custom Reports
System-Provided Templates
● Choose from one of 5 template categories available to users
!● Sort information by
either household or registration
Template: Volunteer Information
Use template categories as-is or customize the data included in the report
Creating Custom Reports
● Choose from Data Categories to create your Column Headers
!● Set season restrictions !● Add additional filters
Custom: Incomplete Registrations
Custom: Incomplete Registrations
● Export any report as a PDF, CSV, or Excel document
!● Print reports !● Clone reports
Exporting Information
● 25 Years Of Experience !● Best-In-Class Support
[email protected] !● Frequent Updates...
Demosphere Blog Industry News Product Features Best Practices And More!
Demosphere Can Help!
