Retail Back Office: Membership Reports

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 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. There will be columns based on the selections (The above example is for the months Apr, May, and Jun).
    9. Total Transaction:  This shows the total amount of transactions for a period.
    10. 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. There will be columns based on the selections (The above example is for the months Apr, May, and Jun).
    9. Total Transaction:  This shows the total amount of transactions for a period.
    10. Pending Allowance: Total amount that is not deducted from the allowance.
 

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