Retail Back Office: Membership Reports

Retail Back Office: Membership Reports

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Navigation: Log into the Back Office for your Retail Store, then select Reports > Membership.
          

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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 Membership status.

Select a Customer and Time Period then click Apply.

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

The below table is populated and contains the following columns:

1. The first row (in gray) displays the Name of the Customer.
   
2. Date: The date the sale happened with the membership plan.
   
3. Receipt Number: The receipt number of a sale made with the membership plan.
   
4. Plan: The membership plan name.
   
5. Retail Item: The retail items on the receipt.
   
6. Account Recharge: The value of any captured recharges to the Account.
   
7. Price: The total price of each menu item.
   
8. Tax: The tax amount of each menu item.
   
9. Total: The Total amount of the payment after we sum the price and tax.
10. The summary section appears under the Receipt column and displays the below fields:
    
1. The Plan name.
   
2. Any Child Customer name(s).
   
3. The Current Balance of a customer’s Membership.