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

    • Membership Report

      Implementation of Summary Report in back office: Page navigation: Ø  This report displays the details of allowance, debit from the allowance, available balance of a Customer when the payment is made using the membership plan. Ø  It has the following ...
    • Enhancement in Membership Report

      Implementation in Back Office:   1)     Overdraft item line in membership statement report. Page Navigation: My Stores >>  Reports >> Membership >> Membership Statement Report   A new field “Membership Overdraft Payment” should be shown in the ...
    • Membership Statement Enhancement

      Implementation in Back Office: Page Navigation: My Stores >> Reports >> Membership >> Membership Statement   A new “Membership Statement” similar to HA statement should be included.   The membership statement should contain the fields “Customer” and ...
    • Membership Current Balance in the Receipt Print

      Implementation in Back Office: Page Navigation: My Stores >> Settings >> Store >> Printers >> Front End Receipt Template.   An option “Show Membership Balance” should be included in the Order Summary section of the Front-End Receipt.   By default, ...
    • Employee Meal Discount Report

      Implementation in Back Office: Page Navigation: My Stores >> Products/Items >> Discounts >> Item Based/Check Based/Mix and Match         A toggle option “Employee Discount” should be included in the discount creation screen.         By default, the ...