Our product team has been working hard to add new features and improve the Groundwork experience for clubs, teams and parents. Your feedback has enabled us to build a great product. Keep it coming!
You may have noticed a new tab on the left nav-bar called Reporting. This is a huge new feature that has been highly requested.
Reporting gives you the ability to search, sort and filter on all payments in your account. We hope it helps answer questions like these:
- What are all of the bank payments that are processing?
- How much money will I collect next month?
- What are all of the payments that are stopped?
There are built-in filters to help you narrow down the results and answer these questions. For instance, you can filter by payment type (e.g. payment, refund, etc.), payment status (e.g. late, processing, etc.), payment method (cash, check, bank, card), and due date. There’s also a search box that is like a more flexible filter. For example if you only want to see certain payments like deposits, you can search for “deposit”.
You can export your results using the Export Current View if you want to share them with others or generate custom reports in Excel.
This is just Version 1.0 of Reporting and we need your feedback to help make it better. Please let us know what you like, don’t like and what’s missing.