Reports

When Nimble AMS is first installed, a collection of reports and dashboards are added to help you get started.

Acronyms

Acronyms are used across all Nimble AMS report and dashboard names to keep them short and consistent.

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.

Report Folders

To help you find the Nimble AMS report you're looking for, they have been organized into folders ending in "(Nimble AMS)":

- Accounting (Nimble AMS)
- Accounts (Nimble AMS)
- Committees (Nimble AMS)
- Data Validation (Nimble AMS)
- Donations (Nimble AMS)
- Engagements (Nimble AMS)
- Events (Nimble AMS)
- Leads (Nimble AMS)
- Memberships (Nimble AMS)
- Merchandise (Nimble AMS)
- Miscellaneous (Nimble AMS)
- Payment (Nimble AMS)
- Subscriptions (Nimble AMS)
- Users (Nimble AMS)

These are the names and descriptions of all reports included with Nimble AMS.

Accounting

The reports in the Accounting Reports folder:

Name	Description	Release
All Batches by Entity and Status	All batches created to date grouped by entity and status.
All Batches by Status	All batches created to date grouped by status.
All Coupon Codes by Rule	All coupons codes created to date grouped by coupon rule.
All Coupon Products	All coupon products created to date.
All Coupons Used by Code	All coupons used to date grouped by coupon code.
All Coupons Used by Value	All coupons used to date grouped by coupon code value.
All Memberships by Order	All memberships created to date grouped by order.
All Orders	All orders created to date.
All Orders not Fully Refunded	All orders to date that have not been fully refunded.
All Orders With Purchase Order Numbers	All orders created to date that were purchased using a purchase order.
All Outstanding Invoices	All outstanding invoices to date.
All Payments by Order	All payments made to date.
All Payments Failed on Capture or Refund	All payments made to date that have failed when being captured or refunded by the payment gateway.
All Payments Pending a Refund	All payments made to date that are pending a refund.
All Proration Rules	All proration rules created to date.
All Registrations by Event	All registrations created to date grouped by event.
All Registrations not Refunded by Event	All registrations cancelled to date that have not been fully refunded grouped by event and status.
All Transactions by Batch and Order	All transactions created to date grouped by batch and order.
AR Aging Invoices by Account	All outstanding invoices to date grouped by account.
AR Aging Invoices by Schedule	All outstanding invoices to date grouped by aging schedule.
Batches With Transactions WTD by Status	Batches with transactions created this week grouped by status.
Check Payments WTD	Check payments made this week.
Coupons Used Last Week by Code	Coupons used last week grouped by coupon code.
Coupons Used YTD by Code	Coupons used this fiscal year grouped by coupon code.
Credit Card Payments WTD by Card Issuer	Credit card payments made this week grouped by card issuer.
eCheck Payment WTD	eCheck payments made this week.
eCheck Settled MTD	eCheck payments made this month that have been settled.
eCheck Unsettled MTD	eCheck payments made this month that have NOT yet been settled.
eCheck Authorization MTD	eCheck payments made this month along with their authorization status.
Payments WTD	Payments made this week.
Payments WTD by Stored Payment	All payments made this week using a stored payment method.
Refunds WTD	Refund payments made this week.

Accounts

The reports in the Accounts

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folder:

Name	Description	Release
Accounts Created WTD	Accounts created this week.
Accounts Modified WTD	Accounts modified this week.
All Accounts	All accounts created to date.
All Accounts who are Primary Contacts	All accounts created to date that are primary contacts for their affiliated company.
All Accounts With Used Coupons by Name	All accounts created to date with used coupons grouped by account name.
All Company Account Members	All company accounts created to date that are members.
All Company Account Non Members	All company accounts created to date that are non members.
All Company Accounts by Name	All company accounts created to date sorted by account name.
All Individual Account Members	All individual accounts created to date that are members.
All Individual Account Non Members	All individual accounts created to date that are non members.
All Individual Accounts by Name	All individual accounts created to date sorted by account name.
All Member Accounts	All accounts created to date that are current members sorted by account name.
All Member Accounts by End Date	All accounts created to date that are current members grouped by membership end date.
All Member Accounts by Record Type	All accounts created to date that are current members grouped by account record type.
All Non Member Accounts by Name	All accounts created to date that are non members sorted by account name.
Stored Payment - All Accounts	All accounts that have an associated stored payment method (External Payment Profile) record.
Stored Payment - All Accounts - eCheck	All accounts that have associated eCheck stored payment method (External Payment Profile) records.
Stored Payment - All Accounts - CC	All accounts that have associated credit card stored payment method (External Payment Profile) records.
Stored Payment - Expiring CC	All accounts that have associated credit card stored payment method (External Payment Profile) records that will be expiring in a given month and year.

Committees

The reports in the Committees Reports folder:

Name	Description	Release
All Committees by Name	All committees created to date sorted by committee name.
All Committees Members by Committee	All committee members created to date grouped by committee and type.
All Current Committee Members	All committee members created to date who are serving in a current term grouped by committee.
All FutureCommitteeMembers	All committee members created to date who have not yet started their term grouped by committee.
New Committees Members WTD	Committee members created this week serving in a current term.

Data Validation

The reports in the Data Validation Reports folder:

Name	Description	Release
All Accounts by Member Type	All accounts created to date grouped by member type.
All Accounts by Record Type	All accounts created to date grouped by record type.
All Accounts Without Geolocation	All accounts created to date with no location latitude.
All Accounts by Member and Record Type	All accounts created to date grouped by member and record type.
All Committee Memberships	All committee memberships created to date.
All Committees	All committees created to date.
All Donations Made	All donations made to date.
All Engagements (Data Validation)	All engagements created to date.
All Issues (Data Validation)	All issues created to date.
All Memberships by Name	All memberships created to date sorted by account name.
All Merchandise Sold	All merchandise sold to date.
All Publications (Data Validation)	All publications created to date.
All Registrations	All event registrations created to date.
All Subscriptions Sold	All subscriptions purchased to date.

Donations

The reports in the Donations Reports folder:

Name	Description	Release
All Donation Products	All donation products created to date.
All Donations by Order	All donations made to date grouped by order.
All Donations by Product	All donation made to date grouped by product.
AllDonations by State	All donations made to date grouped by state.
AllDonations by Status	All donations made to date grouped by status.
Donation Transactions MTD	Transactions created this month for orders with donations.
Donations Made WTD by Amount	Donations made this week sorted by amount.

Events

The reports in the Events Reports folder:

Name	Description	Release
All Events by Record Type	All events created to date grouped by event record type.
All Logistics by Event	All logistics created to date grouped by event.
All Logistics by Product	All logistics created to date grouped by product.
All Registration Answers by Session	All event registration answers grouped by session and question.
All Registration Orders by Event and Status	All event registration orders created to date grouped by event and status.
All Registration Picklist Answers	All event registration questions with one or more options grouped by answer and question.
All Registration Y/N Answers by Answer and Question	All event registration questions with yes or no options grouped by answer and question.
All Registrations by Account and Event	All event registrations created to date grouped by account and event.
All Registrations by Order	All event registrations created to date grouped by order.
All Registrations by Session	All event registrations grouped by session.
AllRegistrationProducts	All registration products created to date.
All Room Logistics by Room	All room logistics created to date grouped by room.
Count of All Registrations by Event	All events created to date with the number of event registrations for each sorted by event name.
Event Registrations WTD	Event registrations created this week sorted by account name.
Event Transactions MTD	Transactions created this month for orders with event registrations.

Engagements

The reports in the Engagements Report folder:

Name	Description	Release
All Engagements	All engagements created to date.
All Engagements by Application Status	All engagements created to date grouped by application status.
All Engagements by Record Type	All engagements created to date grouped by record type.
All Engagements by Status	All engagements created to date grouped by status.

Leads

The reports in the Leads Report folder:

Name	Description
All Leads with Duplicate Record Items	All leads with duplicate record items grouped by duplicate record set.

Memberships

The reports in the Memberships Report folder:

Name	Description	Release
All Company Memberships by Name	All Company memberships created to date sorted by account name.
All Individual Memberships by Name	All individual memberships created to date sorted by account name.
All Lapsed Memberships	All lapsed memberships to date grouped by membership types.
All Members by Name	All accounts created to date that are current members sorted by account name.
All Membership Products	All membership products created to date.
All Membership Types	All membership types created to date with the number of members of each type.
All Memberships by Type	All memberships created to date grouped by membership type.
Expiring Memberships N30D	Memberships expiring in the next 30 days sorted by account name.
Membership Revenue YTD by Type	Memberships starting in the current fiscal year by membership type.
Membership Transactions MTD	Transactions created this month for orders with memberships.
New Members YTD by Type	Members who have joined in the current fiscal year grouped by membership types.
New Memberships MTD	Memberships created this month sorted by account name.

Merchandise

The reports in the Merchandise Report folder:

Name	Description	Release
All Merchandise Inventory	All merchandise products created to date that are inventory tracked.
All Merchandise Products	All merchandise products created to date.
All MerchandiseSold by Date and Product	All merchandise products sold to date grouped by transaction date and product name.
All MerchandiseSold by Product	All merchandise products sold to date grouped by product name
All MerchandiseSold WTD by Account Name	Merchandise products sold this week sorted by account name.
All Merchandise Sold by Order	All merchandise products sold to date grouped by order.
AllMerchandiseSold	All merchandise products sold to date.
Merchandise Transactions MTD	Transactions created this month for orders with merchandise products.

Miscellaneous

The reports in the Miscellaneous Report folder:

Name	Description	Release
All Misc Products	All miscellaneous products created to date.
All Misc Products Sold	All miscellaneous products sold to date.
All Misc Products Sold by Order	All miscellaneous products sold to date grouped by order.
All MiscProduct Inventory	All miscellaneous products created to date that are inventory tracked.
All MiscProducts Sold by Name	All miscellaneous products sold to date grouped by product name.
Misc Product Transactions MTD	Transactions created this month for orders with miscellaneous products.
Misc Products Sold WTD by Account Name	Miscellaneous products sold this week sorted by account name.

Payment

The reports in the Payments Report folder:

Name	Description	Release
All Failed Schedule Lines by Schedule	All schedule lines with a failed status grouped by schedule.
All Schedule Lines	All schedule lines created to date.
All Schedule Lines by Status & Schedule	All schedule lines created to date grouped by status and then by schedule.
All Schedule Lines by Type & Schedule	All schedule lines created to date grouped by type and then by schedule.
All Schedules	All schedules created to date.
All Schedules by Stage	All schedules created to date grouped by stage.
All Schedules by Type	All schedules created to date grouped by type.
Canceled Recurring Schedules by Month	Canceled recurring schedules grouped by start month.
Failed Recurring Schedules	Recurring schedules that have failed.
Ongoing Recurring Schedules by OI Type	Ongoing recurring schedules grouped by order item record type.
Schedule Lines MTD	Schedule lines that are processing or have processed this month.
Schedule Lines WTD	Schedule lines that are processing or have processed this week.
Stored Pay Methods and Schedules by Acct	Stored payment methods (external payment profiles) with or without schedules grouped by account.

Subscriptions

The reports in the Subscriptions Report folder:

Name	Description	Release
All Issues	All issues created to date.
All Issues by Publication	All issues created to date grouped by publication.
All Publications	All publications created to date.
All Publications by Record Type	All publications created to date grouped by record type.
All Subscription Products	All subscription products created to date.
All Subscription Products by Publication	All subscription products created to date related to a publication and grouped by that publication.
All Subscriptions by Order	All subscriptions created to date grouped by order.
All Subscriptions by Product	All subscriptions created to date grouped by subscription product.
All Subscriptions by Status	All subscriptions created to date grouped by status.
All Subscriptions by End Date	All subscriptions created to date grouped by end date.
Subscription Transactions MTD	Transactions created this month for orders with subscriptions.
Subscriptions Created WTD	Subscriptions created this week.
Subscriptions Expiring in the Next Year	All subscriptions created to date that will expire in the next year grouped by end date.

Users

The reports in the Users Report folder:

Name	Description	Release
All Users With Nimble AMS Licenses	All users with Platform Licenses as well as the System Administrator.