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/TermDescription
YTDYear-to-date
MTDMonth-to-date
WTDWeek-to-date
This YearWithin the current calendar year.
In the Next YearWithin 365 days from today.
N30DWithin 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)

Reports

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

Accounting

The reports in the Accounting (Nimble AMS) folder:

NameDescription
All Batches by Entity and StatusAll batches created to date grouped by entity and status.
All Batches by StatusAll batches created to date grouped by status.
All Coupon Codes by RuleAll coupons codes created to date grouped by coupon rule.
All Coupon ProductsAll coupon products created to date.
All Coupons Used by CodeAll coupons used to date grouped by coupon code.
All Coupons Used by ValueAll coupons used to date grouped by coupon code value.
All Memberships by OrderAll memberships created to date grouped by order.
All OrdersAll orders created to date.
All Orders not Fully RefundedAll orders to date that have not been fully refunded.
All Orders With Purchase Order NumbersAll orders created to date that were purchased using a purchase order.
All Outstanding InvoicesAll outstanding invoices to date.
All Payments by OrderAll payments made to date.
All Payments Failed on Capture or RefundAll payments made to date that have failed when being captured or refunded by the payment gateway.
All Payments Pending a RefundAll payments made to date that are pending a refund.
All Proration RulesAll proration rules created to date.
All Registrations by EventAll registrations created to date grouped by event.
All Registrations not Refunded by EventAll registrations cancelled to date that have not been fully refunded grouped by event and status.
All Transactions by Batch and OrderAll transactions created to date grouped by batch and order.
AR Aging Invoices by AccountAll outstanding invoices to date grouped by account.
AR Aging Invoices by ScheduleAll outstanding invoices to date grouped by aging schedule.
Batches With Transactions WTD by StatusBatches with transactions created this week grouped by status.
Check Payments WTDCheck payments made this week.
Coupons Used Last Week by CodeCoupons used last week grouped by coupon code.
Coupons Used YTD by CodeCoupons used this fiscal year grouped by coupon code.
Credit Card Payments WTD by Card IssuerCredit card payments made this week grouped by card issuer.
eCheck Payment WTDeCheck payments made this week.
eCheck Settled MTDeCheck payments made this month that have been settled.
eCheck Unsettled MTDeCheck payments made this month that have NOT yet been settled.
eCheck Authorization MTDeCheck payments made this month along with their authorization status.
Payments WTDPayments made this week.
Payments WTD by Stored Payment All payments made this week using a stored payment method.
Refunds WTDRefund payments made this week.

Accounts

The reports in the Accounts (Nimble AMS) folder:

NameDescription
Accounts Created WTDAccounts created this week.
Accounts Modified WTDAccounts modified this week.
All AccountsAll accounts created to date.
All Accounts who are Primary ContactsAll accounts created to date that are primary contacts for their affiliated company.
All Accounts With Used Coupons by NameAll accounts created to date with used coupons grouped by account name.
All Company Account MembersAll company accounts created to date that are members.
All Company Account Non MembersAll company accounts created to date that are non members.
All Company Accounts by NameAll company accounts created to date sorted by account name.
All Individual Account MembersAll individual accounts created to date that are members.
All Individual Account Non MembersAll individual accounts created to date that are non members.
All Individual Accounts by NameAll individual accounts created to date sorted by account name.
All Member AccountsAll accounts created to date that are current members sorted by account name.
All Member Accounts by End DateAll accounts created to date that are current members grouped by membership end date.
All Member Accounts by Record TypeAll accounts created to date that are current members grouped by account record type.
All Non Member Accounts by NameAll accounts created to date that are non members sorted by account name.
Stored Payment - All AccountsAll accounts that have an associated stored payment method (External Payment Profile) record.
Stored Payment - All Accounts - eCheckAll accounts that have associated eCheck stored payment method (External Payment Profile) records.
Stored Payment - All Accounts - CCAll accounts that have associated credit card stored payment method (External Payment Profile) records.
Stored Payment - Expiring CCAll 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 (Nimble AMS) folder:

NameDescription
All Committees by NameAll committees created to date sorted by committee name.
All Committees Members by CommitteeAll committee members created to date grouped by committee and type.
All Current Committee MembersAll committee members created to date who are serving in a current term grouped by committee.
All FutureCommitteeMembersAll committee members created to date who have not yet started their term grouped by committee.
New Committees Members WTDCommittee members created this week serving in a current term.

Data Validation

The reports in the Data Validation (Nimble AMS) folder:

NameDescription
All Accounts by Member TypeAll accounts created to date grouped by member type.
All Accounts by Record TypeAll accounts created to date grouped by record type.
All Accounts Without GeolocationAll accounts created to date with no location latitude.
All Accounts by Member and Record TypeAll accounts created to date grouped by member and record type.
All Committee MembershipsAll committee memberships created to date.
All CommitteesAll committees created to date.
All Donations MadeAll 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 NameAll memberships created to date sorted by account name.
All Merchandise SoldAll merchandise sold to date.
All Publications (Data Validation)

All publications created to date.

All RegistrationsAll event registrations created to date.
All Subscriptions SoldAll subscriptions purchased to date.

Donations

The reports in the Donations (Nimble AMS) folder:

NameDescription
All Donation ProductsAll donation products created to date.
All Donations by OrderAll donations made to date grouped by order.
All Donations by ProductAll donation made to date grouped by product.
AllDonations by StateAll donations made to date grouped by state.
AllDonations by StatusAll donations made to date grouped by status.
Donation Transactions MTDTransactions created this month for orders with donations.
Donations Made WTD by AmountDonations made this week sorted by amount.

Events

The reports in the Events (Nimble AMS) folder:

NameDescription
All Events by Record TypeAll events created to date grouped by event record type.
All Logistics by EventAll logistics created to date grouped by event.
All Logistics by ProductAll logistics created to date grouped by product.
All Registration Answers by SessionAll event registration answers grouped by session and question.
All Registration Orders by Event and StatusAll event registration orders created to date grouped by event and status.
All Registration Picklist AnswersAll event registration questions with one or more options grouped by answer and question.
All Registration Y/N Answers by Answer and QuestionAll event registration questions with yes or no options grouped by answer and question.
All Registrations by Account and EventAll event registrations created to date grouped by account and event.
All Registrations by OrderAll event registrations created to date grouped by order.
All Registrations by SessionAll event registrations grouped by session.
AllRegistrationProductsAll registration products created to date.
All Room Logistics by RoomAll room logistics created to date grouped by room.
Count of All Registrations by EventAll events created to date with the number of event registrations for each sorted by event name.
Event Registrations WTDEvent registrations created this week sorted by account name.
Event Transactions MTDTransactions created this month for orders with event registrations.

Engagements

The reports in the Engagements (Nimble AMS) folder:

NameDescription
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 (Nimble AMS) folder:

NameDescription
All Leads with Duplicate Record Items

All leads with duplicate record items grouped by duplicate record set.

Memberships

The reports in the Memberships (Nimble AMS) folder:

NameDescription
All Company Memberships by NameAll Company memberships created to date sorted by account name.
All Individual Memberships by NameAll individual memberships created to date sorted by account name.
All Lapsed MembershipsAll lapsed memberships to date grouped by membership types.
All Members by NameAll accounts created to date that are current members sorted by account name.
All Membership ProductsAll membership products created to date.
All Membership TypesAll membership types created to date with the number of members of each type.
All Memberships by TypeAll memberships created to date grouped by membership type.
Expiring Memberships N30DMemberships expiring in the next 30 days sorted by account name.
Membership Revenue YTD by TypeMemberships starting in the current fiscal year by membership type.
Membership Transactions MTDTransactions created this month for orders with memberships.
New Members YTD by TypeMembers who have joined in the current fiscal year grouped by membership types.
New Memberships MTDMemberships created this month sorted by account name.

Merchandise

The reports in the Merchandise (Nimble AMS) folder:

NameDescription
All Merchandise InventoryAll merchandise products created to date that are inventory tracked.
All Merchandise ProductsAll merchandise products created to date.
All MerchandiseSold by Date and ProductAll merchandise products sold to date grouped by transaction date and product name.
All MerchandiseSold by ProductAll merchandise products sold to date grouped by product name
All MerchandiseSold WTD by Account NameMerchandise products sold this week sorted by account name.
All Merchandise Sold by OrderAll merchandise products sold to date grouped by order.
AllMerchandiseSoldAll merchandise products sold to date.
Merchandise Transactions MTDTransactions created this month for orders with merchandise products.

Miscellaneous

The reports in the Miscellaneous (Nimble AMS) folder:

NameDescription
All Misc ProductsAll miscellaneous products created to date.
All Misc Products SoldAll miscellaneous products sold to date.
All Misc Products Sold by OrderAll miscellaneous products sold to date grouped by order.
All MiscProduct InventoryAll miscellaneous products created to date that are inventory tracked.
All MiscProducts Sold by NameAll miscellaneous products sold to date grouped by product name.
Misc Product Transactions MTDTransactions created this month for orders with miscellaneous products.
Misc Products Sold WTD by Account NameMiscellaneous products sold this week sorted by account name.

Payment

The reports in the Payments (Nimble AMS) folder:

NameDescription
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 & ScheduleAll 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 SchedulesAll schedules created to date.
All Schedules by Stage

All schedules created to date grouped by stage.

All Schedules by TypeAll schedules created to date grouped by type.
Canceled Recurring Schedules by MonthCanceled recurring schedules grouped by start month.
Failed Recurring SchedulesRecurring schedules that have failed.
Ongoing Recurring Schedules by OI TypeOngoing 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 AcctStored payment methods (external payment profiles) with or without schedules grouped by account.

Subscriptions

The reports in the Subscriptions (Nimble AMS) folder:

NameDescription
All IssuesAll issues created to date.
All Issues by PublicationAll issues created to date grouped by publication.
All PublicationsAll publications created to date.
All Publications by Record TypeAll publications created to date grouped by record type.
All Subscription ProductsAll subscription products created to date.
All Subscription Products by PublicationAll subscription products created to date related to a publication and grouped by that publication.
All Subscriptions by OrderAll subscriptions created to date grouped by order.
All Subscriptions by ProductAll subscriptions created to date grouped by subscription product.
All Subscriptions by StatusAll subscriptions created to date grouped by status.
All Subscriptions by End DateAll subscriptions created to date grouped by end date.
Subscription Transactions MTDTransactions created this month for orders with subscriptions.
Subscriptions Created WTDSubscriptions created this week.
Subscriptions Expiring in the Next YearAll subscriptions created to date that will expire in the next year grouped by end date.

Users

The reports in the Users (Nimble AMS) folder:

NameDescription
All Users With Nimble AMS LicensesAll users with Platform Licenses as well as the System Administrator.

On This Page

In This Section