One of the many benefits of using DataTrak is the ability to edit and run reports. Would you like to see a list of all active members by their join date? There is a report for that. Would you like a list of prospects in mailing label format? There is a report for that. With all of this information available, you might ask, “how do I keep this out of the wrong hands?” Our Report Security feature is the solution.

By using Report Security, you can grant or restrict access to a report by employee or by security role. Report Security can be found in DataTrak under the Setup menu, beneath the Employee column. To manage Report Access:

1. From the drop down menu on the upper left side of the Report Security page, select either employee or security role
   • To manage access to reports for a specific employee, change the view to employee then select the employee you wish to manage
   • To manage access to reports by security role, simply change the view from employee to security role then select the role you wish to manage. In the upper right side of the page you will see a list of users for the selected security role.
2. In the select reports section, the left column displays reports that are available, the right displays reports that are selected and to which the employee has access.
   • To grant access to a specific report, use the middle arrows to transfer the report from the available column to the selected column.
   • **Note: the top and bottom arrows will move all reports**

You might notice the Reports for User (by Security Role) section in the upper right side of the page. This section displays any reports available to the employee based on their security roles.

Report Security provides a simple, yet effective way to control access to your clubs data. ABC Financial knows your time is valuable and we have provided this feature for your convenience. If you still have questions regarding Report Security, please contact our Technical Support department at 1-877-222-5767 and we will be happy to assist you!

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Are you interested in seeing how many new accounts have been approved so far this month? There is a report named “Daily New Accounts” located in the Club Reporting System (CRS) under the Daily tab. This report provides a list of all ABC Managed accounts entered month-to-date.

The “Daily New Accounts” report shows a variety of new account data including:

• Name
• Agreement number
• Type of agreement
• Payment mode used

Several important dates are displayed as well.

• Member since date
• Begin date
• 1st due and expire dates (depending on the agreement type)

The bottom portion of the “Daily New Accounts” report provides a summary of the total number of accounts as well as the total invoice amounts. The invoice amounts are grouped and totaled by profit center.

ABC Financial knows your time is valuable and we have provided this feature for your convenience. If you still have questions regarding the “Daily New Accounts” report, please contact our Client Services department at 1-888-622-6290 or your Account Executive and we will be happy to assist you!

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The Report Statistics feature is an excellent way to monitor who is viewing your information in DataTrak. With Report Statistics you can see which reports have been run, when and by whom. Report Statistics can be found in DataTrak under Menu beneath the Reports column.

When viewing report statistics, you can search by the following options:

• Report Name: This filter will allow you to search by report name
• Category: This filter will allow you to search for reports from a specific category; check in, POS, Members, etc.
• Employee: This filter will allow you to view which reports were ran by a specific employee
• Status: This refers to the current status of a report; active or inactive. Searching by status will display any report that has been run and is currently in the status selected
• Date: This filter will show you what reports have been run within the date range selected

You also have the ability to combine these search options to narrow your results. For example, you may search for the report name “All Active Members” with a date range of last month; this search will display each instance this report was run and by whom over the last month.

ABC Financial knows your time is valuable and we have provided this feature for your convenience. If you still have questions regarding Report Statistics, please contact our Technical Support department at 1-877-222-5767 and we will be happy to assist you!

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