Committee and reporting

What this role can do

Reporting

• See members and contacts. The member list, member pages and their activity.
• See all bookings. The full calendar and booking list, including who booked.
• See all invoices and payments. Every invoice, the payments ledger and the price list.
• Committee reports. Membership, income and court-use statistics.
• Build reports. Make, change and save your own widgets and report pages, on the Reports pages and your Dashboard. You see only the figures your other permissions allow.
• Share report pages. Share a report page you made with one or more roles. Each person sees only the figures their own permissions allow.
• Download report figures. Download the figures and the rows behind a widget or a report page as a spreadsheet. Every download is recorded.
• Figures from every area. See the figures, and the rows behind them, for classes, competitions, the roster and hours, and communications, without the permission to run those areas.
• AI Report Assistant. Ask the AI Report Assistant questions about the club's figures and have it suggest widgets. It reads the data you may see, read-only, and the question is sent to an AI model on Amazon Bedrock in the club's own AWS account.
• See functions and enquiries. Enquiries, quotes, what is owed, the functions calendar and function sheets. Shows the name and contact details of each hirer.
• See sales and till sessions. Every sale, tab and till session, the cash-up variances, sales reports, and what a named member has bought.
• See bank statements and the reconciliation. The club's bank lines, what they are matched to, the reconciled-to dates and the bank summary. Changes nothing. Bank lines can name the people who paid.

These are the starting roles. The club can change what each role may do on its Roles & permissions page, give a person several roles, and take a role away when they step down. The server checks every request against those roles, so a hidden button is never the only protection. See Roles and their starting permissions.

Articles

• Apply to join the clubFill in the club's join form for yourself, your child or your family, confirm your email address, and what happens until the committee decides.
• What Bank reconciliation doesImport the club's bank statement and match every line to money Sports Club OS recorded, or explain it, then reconcile to a date so it is locked.
• The booking list and its filtersList bookings over any dates as a table, narrow them with the Filters panel, save a filter to use again, and download them as a spreadsheet.
• What Bookings doesThe club's courts and tables: the office calendar, the booking list, closures, members booking online, guest fees and the foyer court board.
• Reading the club's figuresFor the committee and the Reporting role: your Dashboard, Committee reports, report pages shared with you, and asking the AI Report Assistant.
• Find your way around: the menu, search and your account menuHow the side menu, the search box, the breadcrumb and your account menu work, and why your menu may differ from someone else's.
• Ask Help and feedback, or tell the club what you noticedThe Help and feedback button answers questions about using Sports Club OS and takes your feedback, which is kept only when you save its summary.
• I can't sign inWhat to check when you cannot sign in to Sports Club OS, from the email address you use to a lost authenticator app, and who can help.
• Why is my menu different from someone else's?The menu shows only what your roles allow, so people with different roles see different menus. Here is what else changes what you see, and what to do.
• How roles and permissions decide what you seeWhat a role is, how a person can hold several, how members fit in, and how the club decides what each role may do.
• Sign in, and reset a forgotten passwordSign in to Sports Club OS, choose a password the first time, enter a two-factor code, reset a forgotten password, or make a login as a member.
• What Sports Club OS isClub management software for member sports clubs: what it covers, who uses it, how it works, and what is not built yet.
• What Invoices doesEvery invoice the club raises, whatever raised it: what is owed, payments recorded against it, what is overdue, and the invoice as it prints.
• Print an invoice or save it as a PDFOpen an invoice as it prints, headed Tax invoice or Tax invoice / Receipt, and print it or save it as a PDF to send.
• See what is still owingUnpaid invoices lists every issued invoice with something owing, what is overdue, and the stage each has come to on the club's reminder schedule.
• Change your password and turn on two-factor sign-inChange your password, and turn two-factor sign-in with an authenticator app on or off, on the Password & two-factor page.
• A member's record, tab by tabWhat a member's page shows, tab by tab, and how Edit details changes their record: details, membership, family, notes and activity.
• Find members and filter the listSearch the member list, narrow it with the Filters panel, sort it by any column, and download what it shows as a spreadsheet.
• Households: who pays for whomHow people are linked into a household under one head, and what the head holds for the others, from monthly invoices to the till account.
• What Members doesThe club's member and contact list, each person's record, households, statuses, tags, saved filters and portal sign-ups.
• Save a filter and use it againSave the member list's filters under a name, apply them again with one press, rename or delete them, and send a message to whoever one finds.
• Membership statuses, and what Expired meansActive, Suspended, Lapsed and Cancelled are set by the office; Expired is worked out from the expiry date. What each status means, and how to change one.
• Missed monthly payments: what happens and what does notWhen a monthly invoice is not paid, the member's access stops at the end of their last paid month plus 7 days. Nothing is emailed and nothing else changes.
• Paying yearly or monthly: how it worksHow monthly membership works beside yearly: the fee, one invoice a month per household, when it is raised and due, access, credit and the timeline.
• Charge to a member's accountPut a sale on a member's household account, within its limit. Charges go on one invoice a month, issued on the 1st, and count as income when it is paid.
• What Point of sale doesOne till for the bar and reception that knows the members: member prices, tabs, member accounts, prepaid credit, courts, guest fees, cash-ups and receipts.
• See what was soldThe Sales page lists every till sale with figures by payment method, category and kind of sale, and opens each sale's items, payments, refunds and receipt.
• Sign off a cash-upCheck each closed till session on Till sessions, its count, variance, sales, tabs and corrections, and sign it off with a note.
• GlossaryThe words Sports Club OS uses, from account and awaiting renewal to widget and Z read, each in a sentence or two with where to read more.
• Keyboard shortcutsEvery keyboard shortcut in Sports Club OS, page by page: search, menus, the roster, Make booking, the till, the website editor, the boards and more.
• What is not built yetEverything a club might expect from Sports Club OS that it does not do yet, part by part, and what to do instead.
• Which release you are on, and what a screenshot's release line meansEach version of Sports Club OS has a release name, shown in your account menu, and every Help article and screenshot says which release it shows.
• Emails and texts Sports Club OS sendsEvery email and text message Sports Club OS sends, what makes it go, who gets it, and what is never sent, part by part.
• Every status, in one placeThe statuses of members, invoices, bookings, shifts, hours, applications, functions, classes, messages, till sales and the rest, as the screen shows them.
• What Sports Club OS keeps, and who can see itWhat Sports Club OS keeps about members, staff and the club, who can see each part, what is never kept, and what each AI feature is sent and keeps.
• Ask the AI Report AssistantAsk about the club's figures in your own words, see the figures and assumptions behind each answer, and add its widget. What is sent and what is kept.
• Committee reportsRead the club's standing figures for a committee meeting: members, renewals, income and court use, with a Print button and a spreadsheet of monthly income.
• Your Dashboard and its widgetsChoose which widgets your Dashboard shows, put them in your own order, open one out for more, and add ready-made reports. Your layout is yours alone.
• Download figures and the rows behind themSave a report page's figures, and the records behind each figure, as a spreadsheet file. Every download is recorded in the audit log.
• Make your own widgetChoose a figure, how to group and filter it, the period and how it looks, with a live preview; then press a bar to list the rows behind it.
• What Reports doesThe club's figures: Committee reports, your own Dashboard of widgets, report pages to keep, print and share, and the AI Report Assistant.
• Why do two reports give different totals?Two figures that look alike usually count different things, over different days, or for someone who sees different groups. How to find which.
• Report pages: make, share, print and downloadMake a page of widgets from a template or a blank page, share it with roles, print it, or download its figures and the rows behind them.
• Why some figures show "<5"A group of fewer than five people is hidden from anyone who cannot open the member list, so a figure by age, type or suburb never points to one person.
• Set up competitions and reportsGive conveners and the committee their roles, set what "this year" means in reports and the smallest group shown, and start the committee's report pages.