Additional CRS Reports with Automated Email Function

August 30, 2013

By: Bryan Smith
Marketing Manager- ABC Financial

Based on your valued feedback, ABC Financial has increased the capacity of Club Reporting System (CRS) automated reporting to meet your needs. The functionality to schedule and deliver CRS Reports via email exists on all of the below reports. For a comprehensive list of all available reports, please click here.

Additional CRS Reports will be available in the near future, as we work to expand this service.

CRS Reports w/ Automation Available

Reportsw/ Newly Added Automation

1stPayment Default

Expired Accounts

Account Detail

Final Invoices Avail. vs. Actual

Account Reconciliation

Incomeby Payment Type by Source

Active Members

Initial Invoice by Account

Attrition

Initial Invoice by Paymode

Birthday

Monthly Billing Statement

Cancelled Accounts

New Accounts

Club Deposit Summary

Payment Activity

Daily Account Adjustments

Problem Reversal

Daily Account Adjustments > Pending Cancellations Drill-Down Report

RFC Payments Collected

Daily Billing Statement

RFC Preview

Daily Delinquency

RFC to Agency

Daily Invoices Available to Collect

Total Collected Monthly Comparison by Clubs

Daily New Accounts

Year to Date

Delinquent Accounts

 

 

Click HERE for a complete list of all CRS reports with the email automation feature.

How to request a report?

Send an email to CI@abcfinanical.com, copying your ABC Account Executive with the following information:

  1. UserID (ID used to log into CRS)
  2. Name of Report that you would like emailed
  3. Email address or addresses that should receive the report
  4. Frequency (i.e. daily, weekly, monthly, etc.)
  5. Club Name(s) and Number(s)

Note:

  • All report requests will be processed within 2 business days.
  • Removing or altering a user’s access in CRS will NOT prohibit them from receiving the automated email, if the user’s email address is part of a distribution list. See “How to cancel…” below to remove a user from a distribution.

Once you have made your request, you will begin to receive your Excel reports with the frequency

And location (email) you specified.

How to cancel an automated CRS email report or remove a specific recipient?

When discontinuing a CRS automated email report, send an email to CI@abcfinanical.com, copying your ABC Account Executive with the following information:

  1. UserID (ID used to log into CRS)
  2. Name of Report that you would like cancelled
  3. ClubName(s) and Number(s)

Note:

  • If you want to keep the automated email and only remove specific recipients from a report; please identify the recipients you would like removed in your request.
  • All report requests will be processed within 2 business days.

As ABC continues to make this functionality available throughout all of the CRS Reports, we will continue to notify you of new enhancements.

If you have additional questions about automated CRS Reports, please contact your Account Executive or call Client Services at 1-888-622-6290.