Members
Number and change.
Management feature
Reports: members, occupancy and revenue at a glance
Collecting figures from files for the board takes time every period. The system shows member numbers, fee collection, occupancy, ticket sales and revenue in one panel and exports them as a file.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Dashboard
The board sees member numbers, new and leaving members, fee collection and open receivables. For facilities, area occupancy and peak hours are shown.
Figures are calculated from the records in the system.
Export
Reports are filtered by period, team or event and exported as CSV and PDF. A summary page is prepared for the general meeting.
An official balance sheet for the accounts closing is not provided.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
Swiss associations present an annual report at the general meeting; the panel provides a summary for that meeting. Reports are prepared in DE, FR, IT or EN and in CHF.
Frequently asked questions
Can reports be sent automatically by e-mail?
Yes; a weekly or monthly summary goes by e-mail to chosen people.
Can figures be compared with earlier periods?
Yes; period comparison works as far as records exist in the system.
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