Implementation of Summary Report in back office:
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 fields:
1. Customer Name
2. Membership Plan
3. Time Period
Ø The report should include the following columns,
1. Debit from Allowance –>Total amount deducted from the allowance balance.
2. Pending Allowance –> Total amount that is not deducted from the allowance.
3. Quarterly -> Quarterly total of the allowance sales only.
Ø User can run the report based on the customer name and based on the membership plan.
Ø Based on the selected plan, the time period should differ.
Ø As of now the time period includes the monthly, Quarterly, Half yearly and the yearly filter options.
Ø User cannot have the option to choose the filter for daily and the weekly plans.
1. When the department columns in the Summary report increases, the screen will be distorted.
Ø Time period: Monthly.
Ø User can select the month and the corresponding year to run the report.