Reports

When Nimble AMS is first installed a collection of reports and dashboards are added to help you get started.To help you find the Nimble AMS report you're looking for, all the reports have been organized into folders–ending in "(Nimble AMS)"–and use a similar naming structure.

Report Names

Report names may begin with "All" when the report has no time range. Report names always include the subject of the report, which is normally the object about which the report displays. Additionally, report names can include further description on what the report is about, the time range of the report, and the method by which the report is sorted or grouped.

To get really detailed, each report name follows this naming syntax:

[optional: "All"] [subject of the report; typically an object name] [optional: description] [optional: time designation] [optional: grouping or sorting method]

Examples: 

  • "All Orders"
  • "All Coupons Used by Code"
  • "Credit Card Payments WTD by Card Issuer"

Report Descriptions

Report descriptions can begin with "All"  when the report has no time range. Report descriptions always include the subject of the report, which is normally the object about which the report displays, a verb like "Created" or "Sold" and then the time range for the report. Additionally, report descriptions may include further description on what the report is about and the method by which the report is sorted or grouped.

To get really detailed, each report description follows this naming syntax:

[optional: "All"] [subject of the report; typically includes an object name] [optional: verb] [time designation] [optional: description] [optional grouping or sorting method].

Examples:

  • "Payments WTD."
  • "All outstanding invoices to date."
  • "All memberships created to date sorted by account name."
  • "All accounts created to date that are primary contacts for their affiliated company."

Report Acronyms and Terms

There are a few acronyms and terms that are used consistently across all Nimble AMS report names to keep them short and consistant.

Abbreviation/Term Description
YTD Year-to-date
MTD Month-to-date
WTD Week-to-date
This Year Within the current calendar year.
In the Next Year Within 365 days from today.
N30D Within the next 30 days.

Nimble AMS Reports

The table below includes the names and descriptions of all reports included wth Nimble AMS, including their containing folder.

Name Description Folder
All Batches by Entity and Status All batches created to date grouped by entity and status. Accounting (Nimble AMS)
All Batches by Status All batches created to date grouped by status. Accounting (Nimble AMS)
All Coupon Codes by Rule All coupons codes created to date grouped by coupon rule. Accounting (Nimble AMS)
All Coupon Products All coupon products created to date. Accounting (Nimble AMS)
All Coupons Used by Code All coupons used to date grouped by coupon code. Accounting (Nimble AMS)
All Coupons Used by Value All coupons used to date grouped by coupon code value. Accounting (Nimble AMS)
All Memberships by Order All memberships created to date grouped by order. Accounting (Nimble AMS)
All Orders All orders created to date. Accounting (Nimble AMS)
All Orders not Fully Refunded All orders to date that have not been fully refunded. Accounting (Nimble AMS)
All Orders With Purchase Order Numbers All orders created to date that were purchased using a purchase order. Accounting (Nimble AMS)
All Outstanding Invoices All outstanding invoices to date. Accounting (Nimble AMS)
All Payments by Order All payments made to date. Accounting (Nimble AMS)
All Payments Failed on Capture or Refund All payments made to date that have failed when being captured or refunded by the payment gateway. Accounting (Nimble AMS)
All Payments Pending a Refund All payments made to date that are pending a refund. Accounting (Nimble AMS)
All Proration Rules All proration rules created to date. Accounting (Nimble AMS)
All Registrations by Event All registrations created to date grouped by event. Accounting (Nimble AMS)
All Registrations not Refunded by Event All registrations cancelled to date that have not been fully refunded grouped by event and status. Accounting (Nimble AMS)
All Transactions by Batch and Order All transactions created to date grouped by batch and order. Accounting (Nimble AMS)
AR Aging Invoices by Account All outstanding invoices to date grouped by account. Accounting (Nimble AMS)
AR Aging Invoices by Schedule All outstanding invoices to date grouped by aging schedule. Accounting (Nimble AMS)
Batches With Transactions WTD by Status Batches with transactions created this week grouped by status. Accounting (Nimble AMS)
Check Payments WTD Check payments made this week. Accounting (Nimble AMS)
Coupons Used Last Week by Code Coupons used last week grouped by coupon code. Accounting (Nimble AMS)
Coupons Used YTD by Code Coupons used this fiscal year grouped by coupon code. Accounting (Nimble AMS)
Credit Card Payments WTD by Card Issuer Credit card payments made this week grouped by card issuer. Accounting (Nimble AMS)
Payments WTD Payments made this week. Accounting (Nimble AMS)
Refunds WTD Refund payments made this week. Accounting (Nimble AMS)
Accounts Created WTD Accounts created this week. Accounts (Nimble AMS)
Accounts Modified WTD Accounts modified this week. Accounts (Nimble AMS)
All Accounts All accounts created to date. Accounts (Nimble AMS)
All Accounts who are Primary Contacts All accounts created to date that are primary contacts for their affiliated company. Accounts (Nimble AMS)
All Accounts With Used Coupons by Name All accounts created to date with used coupons grouped by account name. Accounts (Nimble AMS)
All Company Account Members All company accounts created to date that are members. Accounts (Nimble AMS)
All Company Account Non Members All company accounts created to date that are non members. Accounts (Nimble AMS)
All Company Accounts by Name All company accounts created to date sorted by account name. Accounts (Nimble AMS)
All Individual Account Members All individual accounts created to date that are members. Accounts (Nimble AMS)
All Individual Account Non Members All individual accounts created to date that are non members. Accounts (Nimble AMS)
All Individual Accounts by Name All individual accounts created to date sorted by account name. Accounts (Nimble AMS)
All Member Accounts All accounts created to date that are current members sorted by account name. Accounts (Nimble AMS)
All Member Accounts by End Date All accounts created to date that are current members grouped by membership end date. Accounts (Nimble AMS)
All Member Accounts by Record Type All accounts created to date that are current members grouped by account record type. Accounts (Nimble AMS)
All Non Member Accounts by Name All accounts created to date that are non members sorted by account name. Accounts (Nimble AMS)
All Active Committee Members All committee members created to date who have not yet started or are or within their term grouped by committee. Committees (Nimble AMS)
All Committees by Name All committees created to date sorted by committee name. Committees (Nimble AMS)
All Committees Members by Committee All committee members created to date grouped by committee and type. Committees (Nimble AMS)
All Current Committee Members All committee members created to date who are serving in a current term grouped by committee. Committees (Nimble AMS)
All FutureCommitteeMembers All committee members created to date who have not yet started their term grouped by committee. Committees (Nimble AMS)
New Committees Members WTD Committee members created this week serving in a current term. Committees (Nimble AMS)
All Accounts by Member Type All accounts created to date grouped by member type. Data Validation (Nimble AMS)
All Accounts by Record Type All accounts created to date grouped by record type. Data Validation (Nimble AMS)
All Accounts Without Geolocation All accounts created to date with no location latitude. Data Validation (Nimble AMS)
All Accounts by Member and Record Type All accounts created to date grouped by member and record type. Data Validation (Nimble AMS)
All Committee Memberships All committee memberships created to date. Data Validation (Nimble AMS)
All Committees All committees created to date. Data Validation (Nimble AMS)
All Donations Made All donations made to date. Data Validation (Nimble AMS)
All Memberships by Name All memberships created to date sorted by account name. Data Validation (Nimble AMS)
All Merchandise Sold All merchandise sold to date. Data Validation (Nimble AMS)
All Registrations All event registrations created to date. Data Validation (Nimble AMS)
All Subscriptions Sold All subscriptions purchased to date. Data Validation (Nimble AMS)
All Donation Products All donation products created to date. Donations (Nimble AMS)
All Donations by Order All donations made to date grouped by order. Donations (Nimble AMS)
All Donations by Product All donation made to date grouped by product. Donations (Nimble AMS)
AllDonations by State All donations made to date grouped by state. Donations (Nimble AMS)
AllDonations by Status All donations made to date grouped by status. Donations (Nimble AMS)
Donation Transactions MTD Transactions created this month for orders with donations. Donations (Nimble AMS)
Donations Made WTD by Amount Donations made this week sorted by amount. Donations (Nimble AMS)
All Events by Record Type All events created to date grouped by event record type. Events (Nimble AMS)
All Registration Answers by Session All event registration answers grouped by session and question. Events (Nimble AMS)
All Registration Orders by Event and Status All event registration orders created to date grouped by event and status. Events (Nimble AMS)
All Registration Picklist Answers All event registration questions with one or more options grouped by answer and question. Events (Nimble AMS)
All Registration Y/N Answers by Answer and Question All event registration questions with yes or no options grouped by answer and question. Events (Nimble AMS)
All Registrations by Account and Event All event registrations created to date grouped by account and event. Events (Nimble AMS)
All Registrations by Order All event registrations created to date grouped by order. Events (Nimble AMS)
All Registrations by Session All event registrations grouped by session. Events (Nimble AMS)
AllRegistrationProducts All registration products created to date. Events (Nimble AMS)
Count of All Registrations by Event All events created to date with the number of event registrations for each sorted by event name. Events (Nimble AMS)
Event Registrations WTD Event registrations created this week sorted by account name. Events (Nimble AMS)
Event Transactions MTD Transactions created this month for orders with event registrations. Events (Nimble AMS)
All Company Memberships by Name All Company memberships created to date sorted by account name. Memberships (Nimble AMS)
All Individual Memberships by Name All individual memberships created to date sorted by account name. Memberships (Nimble AMS)
All Lapsed Memberships All lapsed memberships to date grouped by membership types. Memberships (Nimble AMS)
All Members by Name All accounts created to date that are current members sorted by account name. Memberships (Nimble AMS)
All Membership Products All membership products created to date. Memberships (Nimble AMS)
All Membership Types All membership types created to date with the number of members of each type. Memberships (Nimble AMS)
All Memberships by Type All memberships created to date grouped by membership type. Memberships (Nimble AMS)
Expiring Memberships N30D Memberships expiring in the next 30 days sorted by account name. Memberships (Nimble AMS)
Membership Revenue YTD by Type Memberships starting in the current fiscal year by membership type. Memberships (Nimble AMS)
Membership Transactions MTD Transactions created this month for orders with memberships. Memberships (Nimble AMS)
New Members YTD by Type Members who have joined in the current fiscal year grouped by membership types. Memberships (Nimble AMS)
New Memberships MTD Memberships created this month sorted by account name. Memberships (Nimble AMS)
All Merchandise Inventory All merchandise products created to date that are inventory tracked. Merchandise (Nimble AMS)
All Merchandise Products All merchandise products created to date. Merchandise (Nimble AMS)
All MerchandiseSold by Date and Product All merchandise products sold to date grouped by transaction date and product name. Merchandise (Nimble AMS)
All MerchandiseSold by Product All merchandise products sold to date grouped by product name Merchandise (Nimble AMS)
All MerchandiseSold WTD by Account Name Merchandise products sold this week sorted by account name. Merchandise (Nimble AMS)
All Merchandise Sold by Order All merchandise products sold to date grouped by order. Merchandise (Nimble AMS)
AllMerchandiseSold All merchandise products sold to date. Merchandise (Nimble AMS)
Merchandise Transactions MTD Transactions created this month for orders with merchandise products. Merchandise (Nimble AMS)
All Misc Products All miscellaneous products created to date. Miscellaneous (Nimble AMS)
All Misc Products Sold All miscellaneous products sold to date. Miscellaneous (Nimble AMS)
All Misc Products Sold by Order All miscellaneous products sold to date grouped by order. Miscellaneous (Nimble AMS)
All MiscProduct Inventory All miscellaneous products created to date that are inventory tracked. Miscellaneous (Nimble AMS)
All MiscProducts Sold by Name All miscellaneous products sold to date grouped by product name. Miscellaneous (Nimble AMS)
Misc Product Transactions MTD Transactions created this month for orders with miscellaneous products. Miscellaneous (Nimble AMS)
Misc Products Sold WTD by Account Name Miscellaneous products sold this week sorted by account name. Miscellaneous (Nimble AMS)
All Subscription Products All subscription products created to date. Subscriptions (Nimble AMS)
All Subscriptions by Order All subscriptions created to date grouped by order. Subscriptions (Nimble AMS)
All Subscriptions by Product All subscriptions created to date grouped by subscription product. Subscriptions (Nimble AMS)
All Subscriptions by Status All subscriptions created to date grouped by status. Subscriptions (Nimble AMS)
All Subscriptions by End Date All subscriptions created to date grouped by end date. Subscriptions (Nimble AMS)
Subscription Transactions MTD Transactions created this month for orders with subscriptions. Subscriptions (Nimble AMS)
Subscriptions Created WTD Subscriptions created this week. Subscriptions (Nimble AMS)
Subscriptions Expiring in the Next Year All subscriptions created to date that will expire in the next year grouped by end date. Subscriptions (Nimble AMS)
All Users With Nimble AMS Licenses All users with Platform Licenses as well as the System Administrator. Users (Nimble AMS)

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