Back Office: Membership Report

Back Office: Membership Report

  1. Log into the Back Office and select a Store.

  2. Select Report then Membership.
              

  3. The Membership report page contains the following tab options:
Membership Summary
Membership Statement
Membership Summary
Displays the details of a Customer’s activity when using a Membership plan.

  1. Select from the following fields then Time Period (month) and Year (both appear when Membership Plan is selected) then click Apply.


    1. Customer: Select a Customer’s name (based on the customers with membership plans). Use Search to find a customer more easily.


    2. Membership Plan: Select a Plan name (based on the existing plans created in Back Office). Search to more easily find a plan.


    3. Time Period: Appears when a Membership Plan is selected, and options vary based on the selected Plan (broken down by Quarterly, Half Yearly, or Monthly).

    4. Year: Select from the dropdown. Search to more quickly find the year.


  2. Click Apply. The table with the below columns is populated:

    1. Customer Name: The Name of the Customer (selected from the Customer dropdown).
    2. Membership Plan: The Name of the Plan (selected from the Membership Plan dropdown).
    3. Membership ID: This displays the ID of the membership plan.
    4. Allowance: This column displays allowance per period.
    5. Allowance DED: This column displays quarterly allowance.
    6. Overdraft Due: Any overdraft amount that’s currently due.
    7. Refund: This column shows refund amount for membership plan.
    8. Apr: This column shows the amount of payment made with the membership plan in April.
    9. May: This column shows the amount of payment made with the membership plan in May.
    10. June: This column shows the amount of payment made with the membership plan in June.
    11. Total Transaction:  This shows the total amount of transactions for a period.
    12. Pending Allowance: Total amount that is not deducted from the allowance.
Membership Statement
Displays the details of a Customer’s activity when using a Membership plan.

  1. Select from the following fields then Time Period (month) and Year (both appear when Membership Plan is selected) then click Apply.


    1. Customer: Select a Customer’s name (based on the customers with membership plans). Use Search to find a customer more easily.


    2. Membership Plan: Select a Plan name (based on the existing plans created in Back Office). Search to more easily find a plan.


    3. Time Period: Appears when a Membership Plan is selected, and options vary based on the selected Plan (broken down by Quarterly, Half Yearly, or Monthly).

    4. Year: Select from the dropdown. Search to more quickly find the year.


  2. Click Apply. The table with the below columns is populated:

    1. Customer Name: The Name of the Customer (selected from the Customer dropdown).
    2. Membership Plan: The Name of the Plan (selected from the Membership Plan dropdown).
    3. Membership ID: This displays the ID of the membership plan.
    4. Allowance: This column displays allowance per period.
    5. Allowance DED: This column displays quarterly allowance.
    6. Overdraft Due: Any overdraft amount that’s currently due.
    7. Refund: This column shows refund amount for membership plan.
    8. Apr: This column shows the amount of payment made with the membership plan in April.
    9. May: This column shows the amount of payment made with the membership plan in May.
    10. June: This column shows the amount of payment made with the membership plan in June.
    11. Total Transaction:  This shows the total amount of transactions for a period.
    12. Pending Allowance: Total amount that is not deducted from the allowance.

    • Related Articles

    • Retail Back Office: Membership Reports

      Navigation: Log into the Back Office for your Retail Store, then select Reports > Membership. The Membership report page contains the following tab options: Membership Summary Membership Statement Membership Summary Displays the details of a ...

    • Back Office: Discounts Report

      Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Discount. Sales Created By Window – When a Sales Created By value is clicked, a new window opens: Upon clicking the Sale Created By employee, it ...

    • Back Office: Employee Report

      Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Employee. The Employee report page displays a comprehensive set of data on your staff, with tabs for: Attendance Role Based Payroll Labor Labor By Job ...

    • Retail Back Office: Discounts Report

      Navigation: Sign into the Back Office for your Retail Store. Select Reports > Discount Sales Created By Window – For certain reports, when a Sales Created By value is clicked, a new window opens: Upon clicking the Sale Created By employee, it routes ...

    • Back Office: Sale Report

      Department Category Sub Category Menu Item Modifier Hourly Daily Sale Recap Cashier Out Online Sales Weekly Summary Sale Summary Future Order Department The default tab on the Sales Report screen. It shows data from all Departments by default, with ...