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.

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