Leaders have access to a variety of reports. Leaders may see different available reports depending on the features the association has enabled, whether it is a parent-association with child-associations, and the leaders' permission levels within the organization. You can access the list of available reports from the leader Reports menu.
- Finance & Accounting
- Cash Flow
- Donors & Donations
- Online Performance
- Revenue Attribution
- Transfers Detail
- Transfers Summary
- Member Email List
- Member List
Finance & Accounting Reports
The Cash Flow report allows you to see all income into your TOTEM account and payouts to your bank account by time period.
- Monitor revenue for your association
- Compare the Payouts/Debits to your bank statement deposits
- View detail of your account Balance
- Filter by Date Range
- Group rows by Day, Month, or Year
Donors & Donations
The Donors & Donations report allows you to see all the donations that were made to your association by time period.
The Online Performance report allows you to see New Online Member Count, Gross Online Income, Total Online Expenses and Net Online Income per month.
The Payments report allows you to see all the memberships and donations that have been purchased and the amount that will be transferred into your associations bank account.
The Payouts Report allows you to view Payouts deposited to your bank account to date
Revenue Attribution (Districts and Councils Only)
The Revenue Attribution Report allows Districts and Councils to view the revenue from your child associations by selecting a date range
Transfers Detail (Districts and Councils Only)
The Transfers Detail Report allows you to see advanced details for income from memberships, donations and other transactions
The Transfers Summary allows you to see Income from memberships, donations and other transactions
Membership Report (District and Council Only)
The Membership report shows the online membership acquisition from all sources.
Member Email List
The Member Email list allows you to email all members who have opted - in to receive email from your association
The Member list allows you to see a complete member list including contact information and membership status