Ad Hoc Reporting

The Ad Hoc Reporting module allows you to create and run your own reports. When you enable this module, a new option on the Control Panel – Club tab – Admin Functions section will take you to a new browser tab for the module that has been integrated with ClubExpress. From there, you can use the ExpressView option to quickly create reports that can then be further customized, or use the Advanced Reports function to create a complex report from scratch. Ad Hoc Reports also supports CrossTabs (pivot tables), Dashboards, and Chained Reports (multiple reports output as a single report.)

Ad Hoc Reports can use data from many parts of ClubExpress, including member and non-member information, transactions and payments, events (including individual events), donations, the E-Commerce storefront, committees, member interests, etc. We have organized this data into views that make it easy to select only the relevant fields. The reporting engine gives you full control over report and page headers and footers, groups, subtotals, formatting, and formulas. Advanced users will find an endless set of options.

You can create and save as many reports as you want and organize them into separate folders. We have also built a collection of shared reports that are available for you to run, or to copy into your private area to modify. An optional enhancement allows you to schedule reports to run automatically and be delivered by email to a pre-defined set of users.

ClubExpress is using a 3^rd-party business intelligence tool called Exago to handle Ad Hoc Reports, so we are charging an annual fee to enable this functionality.

In addition to our documentation, Exago has an extensive library of documentation and video tutorials to help users master its reporting environment and powerful capabilities. These are available from the Ad Hoc Reports home screen, or on the Exago Support website.

Note: Ad Hoc Reporting is available for a free one-month trial. See Enabling Ad Hoc Reports for more information on activating your free one-month trial.

Activation: The ANNUAL fee to activate this powerful module for your website is $200. The ANNUAL fee to activate the optional report Scheduling function is an additional $100 for a total of $300. Please note that we cannot provide refunds for partial years.

Ad Hoc Reporting is done using a separate program from Exago, Inc. We will not attempt to explain all the options and capabilities within the Exago Reporting Engine; Exago provides dozens of video tutorials and online help materials to learn their powerful product.

These sections will describe some of the basic capabilities of Exago, including ExpressView, creating a more complex Advanced Report from scratch, and charts. We have also created a couple of our own videos to show how Exago works within the context of your ClubExpress data.

We encourage you to use these materials to get started and then to rely on the Exago materials to explore more advanced concepts.