Reports

Clients - Core Data and Profiles
This section of Social Planet reporting is the hub for managing client relationships, ensuring data quality, and executing targeted outreach. These reports ...
Fri, 14 Nov, 2025 at 10:38 AM
Staff - Compliance and Work Roles
This section of Social Planet reporting is essential for administrative and Human Resources management. These reports help managers ensure staff, volunteers...
Tue, 11 Nov, 2025 at 2:04 PM
Activities - Performance, Financials, and Attendance
This reporting section provides managers with a holistic view of the operational and financial health of all classes, events, and services delivered through...
Wed, 12 Nov, 2025 at 11:54 AM
Generating Reports for Events / Activities
As a provider you will want to create report on all of your groups and events, not just ACFE funded courses.  To do this, you need to link your activity to ...
Mon, 12 Jul, 2021 at 10:42 AM
Activity Overview Report - attendance rates and total value achieved
Track how you are progressing with your Centre’s Events, Classes and Activities. View how many participants are attending each activity, view the attendee’s...
Mon, 12 Jul, 2021 at 3:40 PM
SMS Delivery Report
View how many SMS you’ve sent out, the total cost of SMS’ and more.    Go to Main Menu select Reports then SMS Delivery  Select a Time Range by typing i...
Mon, 12 Jul, 2021 at 11:09 AM
Activity Details - clients participation and payments
Get a detailed view of participants attending your classes and events, the date they booked in, the sessions they’ve attended, and their payment status.   ...
Mon, 12 Jul, 2021 at 3:38 PM
Activity Request Data - use for creating your own reports and charts
To view all the participants data of individuals booking into activities use the Activity Request Data. Download as a CSV and manipulate the data for your o...
Mon, 12 Jul, 2021 at 3:44 PM
Income Report – view the income your centre has received
To view all the income your centre has received excluding income from online credit card payments Ideal for reconciling your accounts with your General Led...
Mon, 12 Jul, 2021 at 4:06 PM
Invoice Report – view all invoice issued by your Centre
To view all the invoices issued to clients, their payment status, amount, due date and whether they’ve been paid.   Go to Main Menu select Reports then P...
Mon, 12 Jul, 2021 at 4:46 PM