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Association Finance, Reports, And LMS Guide

Use this guide for finance monitoring, reporting, and LMS governance.

1. Open Reports Workspace

  1. Open Reports in the association portal.
  2. Choose Business Reports or Live Operations.
  3. Set date range and generate export-ready reports.

Association reports

Step Checkpoint - Use as reference: The screenshot above (when provided) should match the state after completing these steps. - Expected result: report templates and activity list are available to operations and finance users. - If different: Refresh once, then use the troubleshooting guidance in this guide.

2. Generate Business Reports

  1. Select report type (company summary, registration, shipment activity, compliance, fines, LMS).
  2. Set date filters (Last 7d, Last 30d, Last 90d, Year to Date).
  3. Click Generate, then export (PDF/Excel) where needed.

Step Checkpoint - Use as reference: The screenshot above (when provided) should match the state after completing these steps. - Expected result: generated reports appear in report activity and are downloadable. - If different: Refresh once, then use the troubleshooting guidance in this guide.

3. Monitor Live Operations

  1. Switch to Live Operations.
  2. Review operational dashboards and refresh interval.
  3. Use Open Grafana for deeper investigation when needed.

Step Checkpoint - Use as reference: The screenshot above (when provided) should match the state after completing these steps. - Expected result: operational metrics are visible for the configured environment namespace. - If different: Refresh once, then use the troubleshooting guidance in this guide.

4. Financial Oversight

  1. Review invoice and payment views from Financial and Invoices.
  2. Track fines collection and outstanding balances.
  3. Compare finance trends with compliance and shipment activity.

Step Checkpoint - Use as reference: The screenshot above (when provided) should match the state after completing these steps. - Expected result: finance controls are centralized and audit-ready. - If different: Refresh once, then use the troubleshooting guidance in this guide.

5. LMS Governance

  1. Open Training for training oversight.
  2. Track enrollment and completion status.
  3. Follow up on members where training is mandatory.

Step Checkpoint - Use as reference: The screenshot above (when provided) should match the state after completing these steps. - Expected result: LMS participation supports compliance readiness. - If different: Refresh once, then use the troubleshooting guidance in this guide.

6. Troubleshooting

  • Report screen shows runtime auth/config error:
  • re-authenticate and refresh;
  • verify frontend runtime points to the correct API/Auth hosts.
  • No data in reports:
  • confirm date filters and activity volume for selected period.

Quick Reference

  • Finance menus: Financial, Invoices, Fines
  • Reporting menus: Reports, Audit Logs
  • Training menu: Training