Additional CRS Reports with Automated Email Function

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 listed reports.

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

 

 

How to request a report?

Send an email to us, 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, email us, 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.