Professional Documents
Culture Documents
1505
Ashley Smith
CONTENTS
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Bankings........................................................................................................................................................................ 9
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Class Utilization........................................................................................................................................................... 11
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DD Collection .............................................................................................................................................................. 17
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Daily Bookings............................................................................................................................................................. 18
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Staff Details................................................................................................................................................................. 38
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By adding a renewal date user can see members who are about to come up for renewal in the next x days;
By adding a joined date user can see all new members who have joined within the last x days;
Can filter to see popularity of agreements;
By adding a billing method user can see all active members paying by DD/PIF etc.
Found under: Standard > Memberships >Member List Report > Member Status
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Contracted Agreement, Telephone, Post, Email, Text
Default Columns: Club Name, Member No, Barcode, Name, Gender, Membership, Head, Joined, Terminated, Preferred
Day for DD Payments, Terms Exist, Telephone, Post, Email, Text
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, CheckInNote, Cycle Fees,
DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date,
First Bill Date, FirstName, Home Address (1-4), Home TelNo, In Hard Count, Is Frozen, Last Payment, Last Visit, Last Name,
Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility,
Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation,
Outstanding, Payment Method, PostalCode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member No,
Sold At Club, Source, Source Member, Terminated, TerminationReason, Terms Exist, Title, Usage Months, WorkTelNo
Attendance;
Location utilisation (when using the additional column location).
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4. AGED DEBTORS
The Aged Debtors reports shows every member with a debt on their account. This report is designed to be run for a
specific date; running over several days will produce duplicate results (1 result for every day the member was in debt).
Useful for:
Found under: Member Billing/Payment > Member Payments > Aged Debtors.
Range options: Membership Type, Member Status, Report Date (includes all date options).
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source.
Default columns: Member No, Name, Status, Last Use Date, Joined, TotalDue, Due0to30, Due31to60, Due61to91,
DueOver90, Mobile, HomeTelNo, WorkTelNo.
Please note: Last Use Date refers to the Last Use Date as set in Membership Management, not the last time the member
visited the centre
Additional columns: Home Club, Barcode, Membership, OpenCredits, Agreement Start, Agreement Status, Agreement
Type, Billing Months, CheckInNote, Club Name, Collect Freq, Cycle Fees, DOB, eMail, Emergency Contract No, Emergency
Contact Person, Employer, Enrollment Fee, Ethnic Origin, Final Bill Date, First Bill Date, FirstName, Gender, Head,
HomeAddress(1-4), InHardCount, IsFrozen, Last Payment, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical
Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member
Status, Name, Next Bill Date, ObligationDate, Occupation, Outstanding, Paid Date, Payment Method, PostalCode, Price
Type, Renewal Months, RenewalDate, Saultation, Signer Member No, Sold At Club, Source, SourceMember, Terminated,
Terminated Reason, Terms Exist, Title, Usage Months.
5. AGREEMENT LIST
This report generates a list of all members and their details
Found under: Standard > Analysis
Range options: Head, Membership Type, Agreement Type, Agreement Status, Collection Method, Agreement Start Date,
Next Collection Date, Auto Collection, Sold at Club, Price Type
Selection options: Member Status, First Name, Renewal Date, Termination Date, Last Use Date, Member Start Date,
Marketing Source, Obligation Date
Default Columns: Home Club, Member No, Signer Member No, Name, Gender, Membership, Agreement Type, Payment
Method, Enrollment Fee, Cycle Fee, Sold AT Club, Memnum, Renewal, Visits, Club ID
Additional Columns: Salesperson Name, Agreement Start, Agreement Status, Barcode, Billing Months, CheckInNote, Club
Name, Collect Freq, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin,
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Final Bill Date, First Bill Date, FirstName, Head, HomeAddress(1-4),HomeTelNo, InHardCount, IsFrozen, Joined, Last
Payment, Last Use Date, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill
Date, ObligationDate, Occupation, Outstanding, Paid Date, PostalCode, Price Type, Renewal Months, RenewalDate,
Salutation, Source, SourceMember, Terminated, TerminatedReason, Terms Exist, Title, Usage Months, WorkTelNo
6. AGREEMENTS LIST
This report generates a list of all members and their details. Terminated and lapsed members are included by default, but
this can be altered in Selection Options.
Useful for:
Found under: Standard > Memberships > Member Agreements Report > Standard Agreements > Agreements List
Range options: Head, Membership Type, Agreement Type, Agreement Status, Collection Method, Agreement Start Date,
Next Collection Date, Auto Collection, Sold at Club, Price Type
Selection options: Member Status, First Name, Renewal Date, Termination Date, Last Use Date, Member Start Date,
Marketing Source, Obligation Date
Default Columns: Home Club, Signer Member No, Name, Gender, Membership, Agreement Type, Payment Method,
Enrollment Fee, Cycle Fee, Sold AT Club, Valid CreditCard
Additional Columns: Agreement Start, Agreement Status, Barcode, Billing Months, CheckInNote, Club Name, Collect Freq,
Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin, Final Bill Date, First
Bill Date, FirstName, Head, HomeAddress(1-4),HomeTelNo, InHardCount, IsFrozen, Joined, Last Payment, Last Use Date,
Last Visit, LastName, MaritalStatus, Medical Allergies, Medical conditions, Medical Disabilities, Medical Immunisations,
Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, ObligationDate,
Occupation, Outstanding, Paid Date, PostalCode, Price Type, Renewal Months, RenewalDate, Salutation, Source,
SourceMember, Terminated, TerminatedReason, Terms Exist, Title, Usage Months, WorkTelNo
7. AGREEMENT SUMMARY
This report provides a break down of all agreements by price type and payment method. It also shows the number of
members on each agreement and income generated by that membership.
Found under: Standard > Analysis
Range options: Agreement, Agreement Status, Agreement Start Date, Price Type
Selection options: None available.
Default Columns: Columns not available to customise.
Reports
Found under: Standard > Member Billing/Payment ? Member Accounts > Current DD Payers
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, Member Status, Frequency, Final Bill Date
Default Columns: Home Club, Member No, Membership, Amount, Collect Freq, Next Bill Date, Final Bill Date, Account No,
Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote, Club
Name, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, First Bill Date, FirstName, Gender GLAccount, Head, Home Address(1-4), HomeTelNo, InHardCount, IsFrozen,
Joined, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, ObligationDate,
Occupation, Outstanding, Payment Method, PostalCode, Price Type, Renewal Months, RenewalDate, Salutation, Signer
Member No, Sold At Club, Source SourceMember, Terminated, TerminationReason, Title, Usage Months, WorkTelNo
9. APPOINTMENTS ANALYSIS
Found under: Standard > Sales Reports > Aggregate
Range options: Report Date
Selection options: None available.
Default Columns: Name, Club Name, Appointment1stSet, AppointmentRescheduleSet, AppointmentBeBackSet,
TotalAppsSetYesterday, Appointment1st, AppointmentReschedule, AppointmentBeBack, TotalAppsToday,
Appointment1stHeld, AppointmentBeBackHeld, TotalAppsHeldYesterday, Appointment1stSetMTD,
AppointmentRescheduleSetMTD, AppointmentsBeBackSetMTD, TotalAppsSetMTD, Appointment1stHeldMTD,
AppointmentBeBackHeldMTD, TotalAppsHeldMTD
Additional Columns: None available.
11. BANKINGS
Found under: Standard > Financial
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Finding all members with a specific event (e.g. a booking ban was imposed);
Run against the event code CHDRAWOPEN to see when members of staff have opened the cash drawer (needs
to be run against member of staffs homeclub, as set in MM).
Found under: Standard > Member Activity > Member Events > Club Events
Range options: Membership Type, Severity, Event Created Date (includes all date options).
Selection options: Event Category, Event Resolved Date, Event Club, Event Code, Member No, First Name, Gender, Age,
Username, Contracted Agreement, Telephone, Post, Email, Text.
Default Columns: Home Club, Member No, Name, Membership, Event Description, Event Created Date, Event Resolved
Date, UserName, HomeTelNo, Terms Exist, Telephone, Post, Email, Text.
Additional Columns: Notes, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote,
Club Name, Cycle Fees, DOB, eMail, Emergency Contact Number, Emergency Contact Person, Employer, Enrolment Fee,
Ethnic Origin, EventCode, Final Bill Date, First Bill Date, FirstName, Gender, Head, HomeAddress(1-4), InHardCount,
IsFrozen, Joined, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date,
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ObligationDate, Occupation, Outstanding, Payment Method, PostalCode, Price Type, Renewal Months, RenewalDate,
Salutation, Signer Member No, Sold At Club, Source, SourceMember, Terminated, TerminatedReason, Title, Usage
Months, WorkTelNo
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Targeting members who have enrolled on several courses for marketing purposes.
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Selection options: Course Start Date, Course Start End Date, Course Type, Course Sub Type
Default Columns: Booking Club, Home Club, Name, Title, FirstName, LastName, Member No, Gender, DOB, Payment
Method, Agreement, Price Type, eMail, Ethnic Origin, Address1, Address2, City, County, POstalCode, Home Phone, Work
Phone, Mobile Phone, Head, Joined, Terminated, Last Visit, MainCategory, Sub Category, CourseName, CourseTerm,
Instructor, CourseStartDate, CourseEndDate, Capacity, Attendees, % Utilization, PricePerSession, PricePaidPerSession,
Yield, PaymentMedia, Total Sessions, BookedSessions, Income
Additional Columns: None available.
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Range options: Membership Type, Member Status, Postcode, Credit Note Remaining, Credit Note Issued, Activity
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default columns: Club Name, First Name, Last Name, Member Number, Membership, Price Type, Credit Note Type, Credit
Note Issued, Created By, Value, Remaining, Activity, Scheduled Date, GL Account, Reason
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Cycle
Fees, DOB, email, Emergency Contact Number, Emergency Contact Person, Employer, Enrollment Fee, Ethnic Origin, Final
Bill Date, First Bill Date, Gender, Head, Home Address (1-4), Home Telephone Number, In Hard Count, Is Frozen, Joined,
Last Visit, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Number, Member Status, Mobile, Name, Next Bill Date, Obligation
Date, Occupation, Outstanding, Payment Method, Postal Code, Renewal Months, Renewal Date, Salutation, Signer
Member Number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months, Work
Telephone Number.
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Scheduled On, Task Completed Date, Task Scheduled For, Task Duration, Subject, Task Result, Task Type, Task Sub Type,
Task Status, Task Category, Task Scheduled By Login, Task Scheduled By Name, Task Scheduled For Login, Task Scheduled
For Name
Additional Columns: None available.
37. DD COLLECTION
Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Membership Type, Next Bill Date, Join Date
Selection options: BACS Code, Contracted Agreement
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Default columns: Home Club, Member Number, Membership, Substype, Subsfee, BACS Code Type, Preferred Day For DD
Payments, Secondary Spend, Bolt On Services, Collect All, Terms Exist, Bolt On Services Name
Additional columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Collect Frequency, Corporate, Corporate Type, Current Year of Study, Cycle Fees, Date of Birth, email address,
Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill
Date, First Name, Gender, GLAccount, Head, Home Address (1-4), Home Telephone, In Hard Count, Is Frozen, Joined, Last
Payment, Last Use Date, Last Visit, Last Name, Marital Status, Matriculation Date, Medicial Allergies, Medical Conditions,
Medical Disabilities, Medicial Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status,
Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postal Code, Price
Type, Renewal Months, Renewal Date, Saultation, Signer Member Number, Sold At Club, Source, Source Member,
Terminated, Termination Reason, Title, Usage Months, Work Telephone number
Filtering members whose DD was rejected, but have later paid at the club (by adding the GL Account Code for DD
rejections in Selection).
Found under: Standard > Member Billing/Payment > Member Payments > Automatic Payments
Range options: Membership Type, Paid Date.
Selection options: Termination Date, Billing Method, Paid At Club, Membership Price Type, GL Account Code
Default Columns: Home Club, Member No, Name, POS Payment Method, Amount, Membership, Price Type, Status.
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote, Club
Name, Cycle Fees, DOB, eMail, Emergency Contact Number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, Final Bill Date, First Bill Date, FirstName, Gender, GLAccount, Head, Home Address (lines 1-4), Home Telephone, In
Hard Count, Is Frozen, Joined, , Last Visit, LastName, Marital Status, Medical Allergies, Medical Conditions, Medical
Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile,
Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Payment Method, PostalCode, Renewal Months,
Renewal Date, Saultation, Signer Member No, Sold At Club, Source, Source Member, Terminated, TerminationReason,
Title, Usage Months, WorkTelNo
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Found under: Standard > Member Billing/Payment > Member Payments > Aged Debtors
Range options: Transaction Date (includes all date options).
Selection options: Price Type, Membership Type, Booking Date
Default Columns: Mem Number, Name, Trans Date & Time, Description, Outstanding, Comments, Contact (h), Mobile,
Contact (w), Membership
Additional Columns: None available.
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Today, Appointment 1st Held, Appointment Be Back Held, Total Appointments Yesterday, Appointment 1 st Set MTD,
Appointment Reschedule Set Month to Date, Appointments Reschedule Set Month to Date, Appointment Be Back Set
Month To Date, Total Appointments Set Month to Date, Appointment 1 st Held Month to Date, Appointment Be Back Held
Month to Date, Total Appointments Held Month to Date.
Additional Columns: None available
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Selection options: Member number (required field), First Name, Gender, Age, Entry.
Default Columns: Member number, Name, Visited Date, Entry, Reason
Additional Columns:Risk, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote,
Club Name, Club Visited, Collect Frequency, Cycle Fees, DOB, eMail (full address), Emergency Contact Number (full
number) Emergency Contact Person, Employer, Enrollment Fee, Ethnic Origin, Final Bill Date, First Bill Date, FirstName,
Gender, Head, Home Club, Home Address (lines 1-4), Home Telephone (full number), In Hard Count (Y/N), Is Frozen,
Joined, Last Payment, Last Use Date, Last Visit, LastName, Marital Status, Medical Allergies, Medical Conditions, Medical
Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Membership,
Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, PostalCode,
Pricetype, Renewal Months, Renewal Date, Saultation, Signer Member No,Sold At Club, Source, Source Member,
Terminated, TerminationReason, Terms Exist, Title, Usage Months, WorkTelNo
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Default columns: Trans No, Sale Date, Transaction Location, Member No, Member Name, Member No Paid For, Member
Name Paid For, Salesperson, Main Category, Sub Category, Inventory Description, Quantity, Retail, Discount, Selling,
Total, Income Amount, Status, Tender Type, Register, Cost Centre, Cost Centre Description
Please Note: For an amount to be recorded in the Is Income column the tender must have is included in income
reports checked in Control Panel >> Data >> Inventory/POS >> Configure Tenders.
Additional columns: GL Account, Subcode, GL Account Description, Sold At Club, Sold At Club Prefix, Sold At Accounting
No, Net, Tax, Membership, Price Type, Home Phone, Mobile Phone, Work Phone, Home Address (1-4), Postcode, Email,
DOB, Age, Home Club, Ethnic Origin, Gender, Member Paid For Membership, Member Paid For Price Type, Member Paid
For Postal Code, Member Paid for DOB, Member Paid for Age, Member Paid For Home Club, Member Paid For Ethnic
Origin, Member Paid for Gender, Authorising User (Tran), Authorising User (Disc), Billing ID, Club For, Payment Handler,
Card Scheme, At Sale Risk Score, Current Risk Score, Joined Date
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Default columns: Agreement, Agreement Price, Billing Cycle, Inventory, Inventory Description, Discount Name, Selling
period, Scope, Scope Name, Club Group, Auto Apply, InvenotryDiscountID, InventoryID, RefAgreementID,
RefAgreementPriceID, RefDiscountTypeID, SellingPeriodId, Priority, SourceIID, AutoApplyID, Inactive Date, Active Date.
Additional columns: None available.
Found under: Standard > Memberships > Member List Report > Member Enrollments
Range options: Membership Type, Member Status, Post Code.
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date.
Default columns: Club Name, Member No, Barcode, Name, Gender, Membership, Head, Joined, Terminated, Preferred
Day for DD Payments
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Additional columns: Member Status, Captured from Sales, Agreement Start, Agreement Status, Agreement Type, Billing
Months, CheckInNote, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrolment
Fee, Ethnic Origin, Final Bill Date, First Bill Date, FirstName, HomeAddress(1-4) HomeTelNo, InHardCount, IsFrozen, Last
Visit, LastName, MaritalStatus, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations,
Member Eligibilty, Member Goals, Member Interests, Mobile, name, Next Bill Date, ObligationDate, Occupation,
Outstanding, Payment Method, PostqalCode, Price Type, Renewal Months, RenewalDate, Salutation, Signer Member No,
Sold At Club, Source, SourceMember, TeminationReason, Title, Usage Months, WorkTelNo
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Suggested use:
Finding the members who have used the centre least/most per month.
By adding a joined date in selection, can track the usage of new members.
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Additional columns: Club Name, DOB, Gender, PostalCode, Price Type, Ethnic Origin, Medical Disabilities, Employer
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Additional columns: Name, Joined, Cycle Fee, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing
Months, CheckInNote, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrolment
Fee, Ethnic Origin, Final Bill Date, First Bill Date, FirstName, Gender, Home Address (1-4) HomeTelNo, InHardCount,
IsFrozen, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date,
ObligationDate, Occupation, Outstanding, Payment Method, PostalCode, PreventAccess, Pricfe Type, Renewal Months,
REnewalDate, Salutation, Signer Member No, Sold At Club, Source SourceMember, Terminated, TerminationReason, Title,
Usage Months, WorkTelNo
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Default columns: Club Name, Agreement Type, Price Type, Total Patronage
Additional columns: None available.
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Default columns: Home Club, Member No, Membership, Amount, Collect Freq, Next Bill Date, Final Bill Date, Account No,
Account Name, BACS Code Type
Additional columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNotes, Club
Name, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrollment Fee, Ethnic
Origin, First Bill Date, FirstName, Gender, Head, HomeAddress (1-4), HomeTelNo, InHardCount, IsFrozen, Joined, Last
Payment, Last Use Date, Last Visit, LastName, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name,
ObligationDate, Occupation, Outstanding, Paid Date, Payment Method, PostalCode, Price Type, Renewal Months,
RenewalDate, Salesperson, Salutation, Signer Member No, Sold At Club, Source, SourceMember, Terminated,
TerminationReason, Terms Exist, Title, Usage Months, WorkTelNo
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Selection options: Member Status, Marketing Source, Member Start Date, Renewal Date, Termination Date, Last Use
Date, Obligation Date, First Name
Default columns: ClubID, Member No, Memnum, LastName, FirstName, DOB, Joined, HomeTelNo, eMail, Member Status,
IsFrozen, Membership, Last Visit, Renewal, Last Use Date, Visits.
Additional columns: Salesperson Name, Agreement Start, Agreement Status, Barcode, Billing Months, CheckInNote, Club
Name, Collect Freq, Cycle Fees, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin, Final Bill
Date, First Bill Date, Head, Home Address (1-4), InHardCount, Last Payment, Medical Allergies, Medical Conditions,
Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Mobile, Name, Next
Bill Date, Occupation, Outstanding, Paid Date, PostalCode, Price Type, Renewal Months, RenewalDate, Salutation, Source,
SourceMember, Terminated, TerminationReason, Title, Usage Months, WorkTelNo, Home Club, Signer Member No,
Name, Gender, Agreement Type, Sold At Club, Payment Method, Enrolment Fee, Cycle Fee, ObligationDate, MartialStatus
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100.
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This report shows all courses in a given range. The course will show once for every linked resource, so it may appear as
though there are duplicates.
Found under: Standard > Bookings > Course Reports
Range options: Course Start Date, Course End Date (all date options available).
Selection options: Report Scheme
Default columns: Class Type, Course SubType, CourseName, Course Scheme, Max, Actual, Spaces, % Utilization
Additional columns: None Available
101.
SHIFT CONFIGURATION
This report details all shift definitions, and when/where they are available.
Found under: Standard > POS Reports > Shift Information
Range options: None available.
Selection options: None available.
Default columns: Region, Club Name, Shift Name, Start Time, End Time, Available Monday, Available Tuesday, Available
Wednesday, Available Thursday, Available Friday, Available Saturday, Available Sunday, Active, Can Extend Into Next Day,
Number of Shifts, Last Shift Opened Time
Additional columns: None available.
102.
SHIFT STATUS
This report details all shifts in the given range, including their status (open, closed reconciled), the user that
opened/closed/reconciled the shift, the time the shift was opened/closed/reconciled and the number of transactions.
Suggested use:
Reports
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103.
Gives an average spend per visit per centre over the last 12 months.
Found under: Standard > Patronage
Range options: Report Date (Exact only).
Selection options: Membership Type, Cost Centres
Default columns: Club Name, Month(1-12), Date
Additional columns: None available.
104.
STAFF DETAILS
105.
106.
STOCK ADJUSTMENT
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107.
STOCK VALUATION
This report shows current stock levels, stock warning levels, price, profit and markup percentage.
Suggested use:
108.
The Transaction Detail report shows all transactions that have gone through Front of House. This does not include online
transactions, or any charges/payments that have been applied solely through Membership Management.
Useful for:
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109.
TRANSACTION DISCOUNTS
110.
TRANSACTION MARKETING
111.
This report records any changes made to a members User Configurable Fields data, either through Membership
Management or Bulk Admin.
Found under: Audit
Range options: Field Changed Date
Selection options: Member No, Username
Default columns: Club Name, Date Changed, Time Changed, Change Type, Field Name, Source of Change, Username,
Login Name, Member Number, Member Name, Old Value, New Value.
Additional columns: None available
112.
Counts how many members have entered the centre in a given hour, gives a total for the day and a total for the period of
time covered by the report.
Useful for:
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113.
114.
The voucher transaction detail report shows the transactions that have been paid for by Sales Voucher (e.g. Kellogs
Swimming Voucher, not count down cards) by adding items into the basket, going to pay then selecting the voucher
tender method, choosing a type of voucher and if required entering the reference number of the voucher. The count
down card vouchers are found by selecting a tender method of voucher in the transaction detail report.
Found under: Standard > POS Reports
Range options: Date From to Date To (includes all date options).
Selection options: Shifts, Registers.
Default columns: VoucherType, Inventory Name, Qty, Value.
Additional columns: None available
115.
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116.
This report shows all online transactions for the given range.
Found under: Standard > POS Reports
Range options: Date From to Date To (exact dates only)
Selection options: Main Category, Sub Category, Inventory
Default columns: Trans No, Sale Date, Member No, Member Name, Main Category, Sub Category, Inventory Description,
Inventory No, Retail, Discount, Selling, Total, Tran Credit Card Amount, Tender Type
Additional columns: GLAccount Id, GLAccount, Agreement Type, Price Type, PostalCode, DOB, Home Club, Sold At Club
117.
WETSIDE % UPTAKE
This report shows the number of Wetside courses (defined as a course which is linked to an inventory item which has a
patronage value with a category of pool). The max courses value is set in club settings in the Bookings tab under the "Max
Weside Courses" option.
Found under: Standard > Analysis.
Range options: Course Term.
if_
Selection options: None available.
Default columns: Club Name, Max Wetside Courses, Actual Wetside Courses, % Uptake.
Additional columns: None available.
118.
Reports
Version 1.0
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