Back Office: Membership Report
- Log into the Back Office and select a Store.
- Select Report then Membership.

- The Membership report page contains the following tab options:
Membership Summary
Displays the details of a Customer’s activity when using a Membership plan.
Select from the following fields then Time Period (month) and Year (both appear when Membership Plan is selected) then click Apply.

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

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

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

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

Customer Name: The Name of the Customer (selected from the Customer dropdown).
Membership Plan: The Name of the Plan (selected from the Membership Plan dropdown).
Membership ID: This displays the ID of the membership plan.
Allowance: This column displays allowance per period.
Allowance DED: This column displays quarterly allowance.
Overdraft Due: Any overdraft amount that’s currently due.
Refund: This column shows refund amount for membership plan.
Apr: This column shows the amount of payment made with the membership plan in April.
May: This column shows the amount of payment made with the membership plan in May.
June: This column shows the amount of payment made with the membership plan in June.
Total Transaction: This shows the total amount of transactions for a period.
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.
Select from the following fields then Time Period (month) and Year (both appear when Membership Plan is selected) then click Apply.

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

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

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

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

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