Automatic messages and reports

In addition to the club dashboard reports and those that you generate from the Actions menu, Λctiv8 Manager also creates a number of predefined reports and correspondence automatically, either on regular schedules or in response to system events.

As with the on-demand reports, many of these are based on templates which you can modify as needed. Others are created from preformatted report (.rpt) files. The format of these is fixed, but when necessary you can modify the scheduling and addressing details in the associated job records. To find these, search the Job Queue list for the record whose Subject matches the name given in the tables below.

If none of the available message types fits your needs, you can also compose custom e-mail messages to send to one or many customers; these can be one-off announcements, club newsletters, or any other kind of e-mail that you design yourself.

Jobs in Λctiv8 Manager

Accounting and financial


JobReport File
Daily All Sales FinancialsFOS - All Sales - Daily - Payment - TIP - Category.rpt
Daily Cart FinancialsFOS - Cart - Daily - Payment - TIP - Category.rpt
Daily Club FinancialsFOS - Club - Daily - Payment - TIP - Category.rpt
Daily POS FinancialsFOS - POS - Daily - Payment - TIP - Category.rpt
Daily Wholesale FinancialsFOS - Wholesale - Daily - Payment - TIP - Category.rpt
Financial Order Summary - Tax Regions WAFinancial Order Summary - Tax Regions - WA.rpt
Monthly Accountants ReportAccountantsReport - Monthly.rpt
Monthly All Sales FinancialsFOS - All Sales - Monthly - Payment - TIP - Category.rpt
Monthly Club FinancialsFOS - Club - Monthly - Payment - TIP - Category.rpt
Monthly POS FinancialsFOS - POS - Monthly - Payment - TIP - Category.rpt
Monthly Shopping Cart FinancialsFOS - Cart - Monthly - Payment - TIP - Category.rpt
Monthly Wholesale FinancialsFOS - Wholesale - Monthly - Payment - TIP - Category.rpt
Quarterly Accountants ReportAccountantsReport.rpt
Revenue Curve since implementing Active Club SolutionsClub Revenue Chart.rpt

Other jobs


JobTemplate/Report File
Automatic Incentive Creation(none)
Compliance ReportComplianceReport.rpt
Credit Card Recovery - ScheduledTransaction - CC Recovery.rpt
Daily Clock In Clock Out ReportClock In Clock Out Salary and tip - Daily.rpt
Daily Email Event Tracking AlertDaily Email Event Tracking.rpt
Daily Inventory Stock AlertDaily Inventory Stock.rpt
Daily Inventory Transaction Report - FinancialsDaily Inventory Transaction Summary with Detail.rpt
Daily Planned Work Schedule ReportTodays Work Schedule.rpt
Gift MemoGift Memo Templates
Incentive ReportTransaction - Incentive Detail.rpt
Monthly Clock In Clock Out ReportClock In Clock Out Salary and tip.rpt
Monthly Inventory Transaction Report - FinancialsInventory Transaction Summary with Detail.rpt
Monthly Planned Work Schedule Report - Upcoming MonthWork Schedule.rpt
Package delivery confirmationEmail Package Delivered Template
Process membership Anniversariese-mail job log
Process membership for birthdatese-mail job log
Process membership for spouse birthdatese-mail job log
Process membership Wedding Anniversariese-mail job log
Process to check membership expiratione-mail job log
Process to check membership suspensionse-mail job log
Process to check membership suspensionse-mail job log
Sales Tax & Code Assignment(none)
Scheduled Collection of Tracking DataEmail Shipping Alerts Template
Scheduled Collection of Tracking Numbers(none)
Scheduled Collection of Weather Datae-mail job log
Scheduled Package Delivered EmailScheduled Package Delivered Email
Send Anniversary Cards for TodaySend Anniversary Cards for Today
Send Birthday Cards for TodaySend Birthday Cards for Today
Send Spouse Birthday Cards for TodaySend Spouse Birthday Cards for Today
Send Wedding Anniversary Cards for TodaySend Wedding Anniversary Cards for Today

Jobs in Λctiv8 POS


JobTemplate
Tools : ReportsPOS Financials
Tools : ReportsWholesale Financials
Clock In/Clock Out reportsClock In Clock Out Email
Work shift reportsWork Schedule Email

Related topics:

Reports and templates

Dashboard reports

On-demand reports

Automatic messages and reports

Editing message templates

Sending system messages

Reports from list views