MemberNation Reports
The Salesforce Reports feature enables you to design and present your data in an organized, easy-to-read format. Fonteva’s optional MemberNation Reports package enhances standard Salesforce Reports by providing custom reports designed by Fonteva to highlight your membership, events, and finance data.
Related Documentation: Fonteva uses standard Salesforce Reports. For more information, review the Salesforce trailhead on Reports & Dashboards for Lightning Experience.
Report | Description |
FON Account Invoices by Month | Custom link on the Account object. To report on monthly invoices due by account. |
FON Active Memberships by State, City | Active membership grouped by State and City with customers and dues totals. |
FON Aged A/R Report | Unpaid posted invoices grouped by customer. Age is defined by the number of days since the invoices was posted. |
FON Aged A/R by Product Class | Aged unpaid invoices by product type. |
FON Annual Subscription Comparison | Compares subscriptions by the year they were activated. |
FON Assignments by Subscription | All assignments by subscription. |
FON Attendee Form Responses | Feeds the custom link that dynamically shows reports from any Event record detail. To report on submitted forms for Event Attendees. |
FON Attendee Form Responses by Event | Submitted forms for Event Attendees. |
FON Attendee and Registration Items | All event attendees and their registration items. |
FON Batch Summary | Receipts grouped by batch. |
FON Community Groups with Members | All community groups and their members. |
FON Contact Invoices by Month (Link) | Custom link on the Contact object. To report on open invoices grouped by month. |
FON Deferred Revenue Report | Summarized view of all Transactions that include Deferred Revenue within a given period. |
FON ePayments with Items - Last 30 Days | ePayments made in the last 30 days with customer and item details. For reconciliation of credit card and EFT payments with merchant account. Grouped by ePayment Status. |
FON Event Attendee Report | Can be found on the Event's Custom Links section of the detail page. Shows all attendees and registration items. |
FON Event Form Response Count | Aggregates event form responses to get a count of different responses for questions. Best used for forms with definitive answers. |
FON Event Revenue - Annual Comparison | Year over year revenue for all event sales. |
FON Form Responses | All form responses grouped by form. |
FON Form Responses by Form | Attached to a custom link on the form record detail. Shows all form responses for a particular form. |
FON Journal Entries | All journal entries |
FON Last Month's Sales by Item | Total dollar value of sales made last month, grouped by Item. Created by looking at Credit revenue entries based on Created Date. Note, this is not a revenue report as it is reported by created date not transaction date. |
FON Member Count by Membership Type | Counts number of members by Membership Type. Includes both individual and organizations (counts by subscription and subscriber). |
FON Month's Subscription Renewals | Subscriptions ending in the current month. |
FON Monthly Event Registration Revenue | Money earned on all event registrations by month. |
FON Monthly Event Revenue | Monthly revenue for an event. |
FON Monthly Renewal Comparison | Number of renewals by month categorized by item. |
FON Monthly Subscription Renewals | Monthly aggregate of subscriptions up for renewal in the current year. |
FON Overdue Invoice Report | All overdue invoices grouped by customer. |
FON Sales Orders for Deletion | All Sales Orders without any Sales Order Lines that are more than 1 week old. |
FON Subscriptions Ending Today | All customers whose subscriptions end today. |
FON Subscriptions by Type | Number of monthly subscriptions purchased by month |
FON Transfer Transactions | Transfers payables and receivable by business group. |
FON Trial Balance | Balances for each GL Account in the system |
FON Year over Year Item Sales | Matrix report of Item sales calendar year over year. Based on transaction credits created date. Not a revenue report. |