Heylo provides reporting on both individual members and consolidated views visible only to admins. Plus, admins can export member info from their group at anytime.
Payments reports
Once there is a bank account linked to the group, admins can see a dashboard of paid members and member payments. The dashboard is automatically maintained and kept up to date real-time. Admins can control the data range of the dashboard by pressing the top date range.
Individual member reports
An admin can view a member's individual history with the group including waiver and payments. Visit any members profile to see member insights and individual member reporting.
Event export
An admin or host can export event attendee information from an individual event.
Member roster export
Admins can export their member info into a CSV file from Heylo, anytime. The CSV file can be opened in Google Sheets, Microsoft Excel, or any other spreadsheet software.
When selecting the export option, admins will receive an email with all member’s info. The info includes:
- Member name
- Join date
- Profile details
- Icebreaker responses
- Waiver signature date
- Event attendance
- Private info
- Last active date, or the last time they visited your group
Note, member passwords and payment information are encrypted and not available for export
Payments export
Paid groups get a special payments dashboard at the top of their admin settings. Any admin in the group can view the dashboard. The dashboard is updated in real-time.
The dashboard contains two views: first, a chronological feed of member payment status including new members, canceled members, and members past due. Second, a list of payment history.
The dashboard can be sorted across various comparison times by selecting the date on the top left.
Payment details can be exported into a CSV file from the group admin settings as well. Payment exports include all payments, fees, and payment sources by payment, all time
Custom export
If an admin needs a custom report, get in touch with the Heylo team, and we’ll see if we can help!