Admin Bandit User Manual Sept 09 Part 6
Contents
1. Default Fee if you set a standard fee when you first created the group Number of Members how many people are in the group O OQ ECL LOC 16 o Merry Men GROUPS REPORT om 2009 7 4 Group 5 Description f default Fee Number of Members 1 First Group 6 fees 2 members 100 00 2 2 Second Group 3 fees 1 member 150 00 1 3 Third Group 4 fees 3 members 50 00 2 4 Fifth Group 1 fee 9 members 500 00 9 5 Fourth Group 2 fees 3 members 80 50 3 6 Sixth Group no members 300 00 O 7 Group name 122 00 0 8 Test99 0 00 0 172. N a member is not participating in this fee period No no fees paid at all yet Summary Page provides a summary of total fees and group information Total Due total income expected from membership fees Total Received total income from membership fees received so far Total Still Owing total income from membership fees still unpaid and thus owing Sample group Sample fee period Number of members for sample fee period Percentage of fees received so far for this fee period Percentage of fees received so far for this group Total fees received from group so far Average of fees received for this year total average from all groups Total of all fees received for the year Fees received in advance for next year if relevant A total of fees received late for periods from previous years will also appear here if relevant However this doesn t apply to this sample so is not listed Total fees received 11 9 Merry Men D MEMBER FEES REPORT 3 YEAR 2008 Confidential 4 only to be seen by the Treasurer and relevant Team Manager s 5 FIFTH GROUP D CHILD FULL YEAR 1 Affleck Ben No 2 Brosnan 500 00 Pierce 3 Craig Daniel 500 00 4 Damon Matt No 5 Ed Mr No 6 John Little No 7 Jolie No Angelina 8 Nottingham 0 00 Sherriff of 9 Pitt Brad No 500 00 500 00 500 00 500 00 500 00 500 00 500 00 0 00 500 00 PAID Nil 500 00 500 00 N
3. amin it software for volunteer treasurers USER MANUAL Part 6 Membership Reports Software for the benefit of community group treasurers and the peak bodies supporting them PART SIX Welcome to the Part 6 of Admin Bandit s user manual where we learn about the software s Membership Reports Essentially this part shows you how to create lists of your organisation s members either by name or the groups to which they belong You can also examine just how much income is derived from membership fees CONTENTS MEMBERSHIP REPORTS MEMBER DETAILS REPORT MEMBER FEES REPORT GROUPS REPORT Your Membership Reports provide data about your members including numbers the groups they belong to the payment status of their fees and general information on your organisation s income from fees Select Membership Reports in the Reports pull down menu The screen that appears also called Reports provides a choice of three reports to generate 1 Member Details Report 2 Member Fees Report 3 Groups Report All provide some of the information from your Treasurer s Report but as in the last section in far greater detail a Member Details Report m Member Fees Report a Groups Report Home Support Terms of Use Privacy Statement Copyright AdminBandit 2009 Note if you have entered customised terms under the options menu the report names will be customised to your terms MEMBER DET
4. pull down menu on the main menu bar and a screen also called Membership Reports appears Click on the red Member Fees Report to be taken to a Select Financial Year screen As the name of this screen suggests you need to choose a financial year from the pull down menu and click Confirm to continue or Cancel to cease generating your report in which case you ll be diverted to the Transaction List So how does Admin Bandit know the structure of your financial year You entered this into the system at Client Details under the Options menu If you didn t update it now Capture Client Details Load your logo _Browse Maximum size allowed 1MB Supported File Types gif jpg png Upload Image Remove Image All About Us Community Group Robyn Hood s Merry Men Primary Contact RobinHood Mobile O Phone Email o Financials ABN gt pas er pu GST Rate 10 Registered for GST Iv Fund raising separate for GST Iv purposes You have not uploaded any logo yet Address Address Line 1 herwood Forest Address Line 2 City Nottingham Country Australia ts State ACT Postcode 602 Licensing Expiry Date 27th Jan 2010 All fields marked with an asterisk are compulsory If you are registered for GST you ll need to set the GST status for your categories according to whether or not your activities are GST exempt Save amp Finish Cancel When you c
5. AILS REPORT The Member Details Report provides you with an electronic or printed list of your members and their contact details Naturally this report is a valuable reference for your organisation s staff ranging from those with administrative or committee responsibilities and those in teaching or leadership positions It goes without saying though that any report containing members personal details is subject to privacy laws and thus is a sensitive document For this reason we recommend you develop a clear policy for who can access your Member Details Report Okay let s learn how to generate this document Select Membership Reports in the Reports pull down menu on the main menu bar and a screen listing all Member Reports appears a Member Details Report m Member Fees Report a Groups Report Click the red Member Details Report link to activate a Select Report Content screen which allows you customise what information your report contains and how it is displayed This screen contains a box divided into three parts 1 Select Financial Year choose from those listed in the pull down menu if the start and end dates don t fit the format your organisation uses make the required change in Client Details in the Options pull down menu on the main menu bar see chapter 2 2 Select Sort choose to have members arranged by the groups to which they belong or alphabetically by surname 3 Select Filter choose to inc
6. F ALL FEES RECEIVED 1 500 75 14 GROUPS REPORT Your Groups Report provides a useful snapshot of all the groups in your organisation including default fees and member numbers Let s go back to Money Reports in the Reports pull down menu and this time click on the red Groups Report link As with the Member Fees Report no screen asking you to select a date range appears instead your report is instantly created and you re taken straight to a Report Generated screen To download your report click the red here link which activates a Done screen along with a File Download box which allows you to 1 Open opens your report in Adobe Acrobat 2 Save prompts you to save your report as a PDF file 3 Cancel abandons your report After any of the above actions you ll be directed back to the Reports screen As always we urge you to save a copy of your report Report Generated Report generation has completed Click here to download the report Done The file was downloaded fram the server you will redirected in 5 seconds Click here if you do not wish to wait 15 Understanding Your Groups Report Your Groups Report is formatted into a simple and easy to read table Let s go through the key details on the sample in the next couple of pages Your organisation name Name of report Year Group a list of all your groups by name Description any memo or note you made when you first created the group in Admin Bandit
7. especially with an average of only four to five members per printed page For this reason we ve only shown the first page in our example below this is all you need however to understand the report 2 Your report can take on a number of formats depending on the arrangement and information you chose to include on the Select Report Content screen For the following key and sample report we chose to include only those members participating in current fee periods whose details we arranged by group Your organisation s logo if you added this in Client Details in the Options function Your organisation s name Report title The information filter you selected on the Select Report Content screen in this case Participating Members Financial year in question Reminder that this is a confidential document that is subject to privacy laws give only to relevant personnel Our example arranges member details by group in this case the Wallabies Member details as entered at Add Member or Import Members in the People tool Member Details Report Participating Members 3 YEAR 2009 only to be seen by the Treasurer and relevant Team Managers 6 1 s4 2 Robyn Hood s Merry Men UL 7 Wallabies Member ID First Name Liem Address Line 1 Last Name Beiley Address Line 2 Mobile 0525 779 532 City Phone 0528 220 922 Country Email State Postcode Parent Name Jodie amp Bem Murrey Parent Email jodieberr three d
8. il Nil Nil Nil 0 00 Nil Sub Total Due from Fifth Group 4 000 00 D Sub Total of Receipts from Fifth Group 1 000 00 2 Still Owed by Fifth Group 3 000 00 43 n a not participating No not paid anything 12 Merry Men MEMBER FEES REPORT YEAR 2008 Confidential only to be seen by the Treasurer and relevant Team Manager s 5 SUMMARY PAGE 2 FOURTH GROUP PERIOD Julyos Sepo0s NUMBER OF MEMBERS 3 CONTRIBUTION 33 3 SECOND GROUP PERIOD Junods Julo8 NUMBER OF MEMBERS 1 CONTRIBUTION 100 0 THIRD GROUP PERIOD SepOS8 DecO8 NUMBER OF MEMBERS 2 CONTRIBUTION 25 0 TOTAL DUE 5 127 50 TOTAL RECEIPTS 1 350 75 TOTAL STILL OWING 3 776 75 FIFTH GROUP PERIOD Full year TOTAL NUMBER OF MEMBERS 9 CONTRIBUTION o 25 0 25 0 Fifth Group TOTAL FEES 1 000 00 FIRST GROUP PERIOD JanO8 Oct08 TOTAL Dec0O8 Deco8 NUMBER OF MEMBERS 2 2 CONTRIBUTION o 22 0 0 0 0 23 0 0 First Group TOTAL FEES 70 00 OctO8 TOTAL Deco8 2 12 6 25 0 Fourth Group TOTAL FEES 100 75 Augos TOTAL Deco8 1 100 0 100 0 Second Group TOTAL FEES 225 00 TOTAL 25 0 Third Group TOTAL FEES 25 00 25 AVERAGE OF FEES RECEIVED FOR THIS YEAR 35 0 13 Merry Men MEMBER FEES REPORT YEAR 2008 Confidential only to be seen by the Treasurer and relevant Team Manager s TOTAL OF ALL FEES RECEIVED FOR THIS YEAR 1 350 75 27 FEES RECEIVED IN ADVANCE FOR NEXT YEAR 150 00 TOTAL O
9. lick Confirm a Report Generated screen appears with a red here link Click this to activate a Done screen and a File Download box which allows you to 1 Open opens your report in Adobe Acrobat 2 Save prompts you to save the report to your computer as a PDF file 3 Cancel terminates the report download In each case you ll be directed back to the Reports screens when your chosen action is complete Report Generated Report generation has completed Click here to download the report 0 Geo eo eo c Done The file was downloaded from the server you will redirected in 5 seconds Click here if you do not wish to wait As usual we recommend you save your Member Fees Report as soon as possible Understanding Your Member Fees Report Set out by group with one group per page and a summary page at the end your Member Fees Report provides an orderly summary of your fee income by individual members and groups The sample on the next page provides an overview of your Members Fees Report Note that this sample isn t an entire report category reports can be very long so we ve only shown the key pages Your organisation name Report title Year Confidentiality notice Group name Member Fee period Fee due Amount paid Total fee amount due from group Total fees received from group 10 C amp amp 9 amp S C S9 9 amp C 9 9 9 OC v Fees still owed by group
10. lude a Only members currently participating in your organisation s activities b Only members who are currently not participating in activities Or c All members Now click Confirm to generate your Member Details Report or Cancel to stop and go instead to the Transaction List Select Report Content Select Financial Year D Start date End date 01 Jul 2008 30 Jun 200984 Select Sort 2 Group Member Last Name Select Filter 3 Participating Members Non Participating Members All Members cans On proceeding a Report Generated screen appears in record time including a red here link for you click to download your report When you activate this the usual Done screen appears as well as the File Download window which gives you three choices 1 Open opens your reports in Adobe Acrobat 2 Save prompts you to save your report as a PDF file 3 Cancel aborts your report On the completion of any of the above you ll be taken back to the Reports screen Report Generated Report generation has completed Click here to download and print the file Done The file was downloaded from the server you will redirected in 5 seconds Click here if you do not wish to wait e oc COC O Understanding Your Member Details Report Your Member Details Report is an incredibly simple report Having said this there are two points to note 1 AS you can imagine this report can be incredibly large
11. om eu Second Contact Third Contact Second Contact Email Third Contact Email Member ID First Name Eleemor Address Line 1 Last Name Biohop Address Line 2 Mobile 0508 038 762 City Phone 0529 287 27 Country Email State Postcode Parent Name Kerem amp Stevem Melem Parent Email kerem melem eihw gov eu Second Contact Third Contact Second Contact Email Third Contact Email Member ID First Name Olivie Address Line 1 Last Name Bowem Address Line 2 Mobile 0507 856 267 City Phone 0539 275 552 Country Email State Postcode Parent Name Kete MdNelly amp Bermerd Wiliemo Parent Email meioemt three dom eu Second Contact Third Contact Second Contact Email Third Contact Email Member ID First Name Merduo Address Line 1 Last Name Cootello Address Line 2 Mobile 0537 307 225 City Phone 0500 575 225 Country Email State Postcode Parent Name Meliooe amp Stephem MdElhimmey Parent Email mjhemkimoom hotmeil dom Second Contact Third Contact Second Contact Email Third Contact Email MEMBER FEES REPORT As the name suggests your Members Fees Report is a list of your members and the payment status of their fees Individuals are listed by name which makes this a sensitive document so we recommend you keep it confidential limiting viewing to yourself as treasurer and appropriate committee members and team managers Select Membership Reports in the Money
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