Track sales trends and simplify accounting with our customizable reporting module.
Daily Close Out
ChoiceCRM understands the importance of effective daily reporting. Take your reporting to a whole new level using our standard reports.
- Transaction logs show all fiscal information, payments, and any balances due
- Summary sales and payment reports
- Donation and membership reports
- General ledger reports for easy accounting
- Easy-to-read fee and merchandise reports
View detailed reports at a moment’s notice.
- Event, series, group, and single-ticket sales reports give you maximum control over the information you want to view
- Sales-specific reports for event and series-related tracking and reporting
- Outstanding payments and balance reports so you can easily view your AR, outstanding credits and deposits, and gift certificates
- Schedule your favorite reports to be automatically delivered to you via email
Concierge & Customer Service Reports
Track your patrons’ attendance habits.
- Attendance Reports track your events
- Seat reports track individual sales and tickets
Development & Membership Reporting
Keep fundraising front-and-center.
- Filterable close-out and settlement reports for donations and memberships
- Group managementment reports for easier viewing
- Real-time donor/member recognition and trend reports to compare yearly giving
- Pledge forecasting and collection reports to keep track of your open pledges