Reports and Exports
Use Contributions to review financial activity, Contact List for communications, and member exports for membership and contact data.
Contributions
The Contributions report is the primary ledger view for Dues and Initiatives. Search by contributor, Initiative, or Tier; filter by Transaction date; sort the results; expand a row for detail; or export the current data to CSV.
Contact List
The Contact List assembles member, primary-contact, and non-member contributor email lists for group communications. Correct member contact records before copying a list.
Members and member export
The Members page shows current standing and, for calendar/fiscal-year groups, current and next term status. Filters, search, and sorting help with day-to-day review. The CSV export adds member and contact detail for offline work.
Activity Log
The Activity Log provides an operational history of supported actions, with filters for payments and personal-information changes. It is not a complete log of every action taken in Simpli Dues.
Report terms
- Transaction date
- The accounting event date. For a manager-recorded external payment, this is the day the record was created.
- Dues effective
- The beginning of Dues coverage. This field is blank for Initiative contributions.
- Tier
- The Payment Tier associated with a Dues contribution. No Tier means the member paid the Standard Rate.
- Initiative
- The Public Identifier that identifies Dues or the Initiative receiving the contribution.
- Term
- The calendar-year or fiscal-year period satisfied by the Dues payment. For applicable groups only.