Membership reports

Category

List of all Membership Categories

Select All Categories to view collections of all memberships.

Time Period

Today, Last 7 days, Last 14 days, 1 Month, 2 Months, 3 Months, 6 Months, Custom

Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months. You can alternatively choose Custom from the list and specify custom dates. For custom dates, you can view data for a maximum date range of 6 months at a time. Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column

Description

Invoice No

The number of the invoice

Invoice Date

The date the invoice was generated

Membership Code

The code associated with a membership

Guest Name

The name of the guest

Membership Name

The name of the membership

Due Date

The date on which the membership payment was due

Tried On

The date on which the collection of the fee was tried

Attempts

The number of attempts made to collect the fee

Payment Collected

The amount collected

Remarks

Whether the attempt was successful or not

Column Name

Definition

Membership Name

The name by which the membership is identified.

Code

The membership’s identification code.

Invoice No.

The invoice on which the membership was sold. The invoice is generated at the time of the sale.

Receipt No.

The receipt number on which the membership was sold. The receipt is generated when the payment is received.

Guest

The name of the guest who purchased the membership

Guest Code

The guest’s identification code.

Purchase Price

The price at which the guest purchased the membership.

Actual Price

The actual price of the membership.

Credit Amount

The amount credited, if any, to the guest on each payment of the membership.

Service Credit Recognition

The SCR value for the membership.

Purchase Date

The date on which the guest purchased the membership.

Expiration Date

The date on which the membership expires.

Cancelled Date

If canceled, the date on which the membership was terminated.

Service Credit Amount Balance

The balance service credit amount remaining on the membership.

Product Credit Amount Balance

The balance product credit amount remaining on the membership.

Any Credit Amount Balance

Any balance credit amount remaining on the membership.

Credit Balance

The total amount of Service Credit Amount Balance, Product Credit Amount Balance, and Any Credit Amount Balance

Service Credit Balance

The amount given for service benefits.

Balance Price

The remaining amount that is apportioned for the benefits

MT Type

Recurring or non-recurring

Next Collection Date

For recurring memberships, the date on which the next collection is due.

Recurrence Status

The status of the collection.

Cycles

Count of the number of cycles for which the membership has been recurring.

Status

The status of the membership.

Stop Collection From

The date on which to stop recurring collections

Redeem Post Expiry

Indicates whether the guest can redeem credits after the membership is canceled.

Grace Date

The date until when the guest can redeem credits after the membership is terminated.

Member Price

The price at which the membership is available to members.

Balance Quantity

Benefits remaining in the membership

Recurring Payment Amount

The amount collected at each recurrence.

User Membership ID

The guest’s membership id.

Liability Type

By Value By Price By Service Credit

Based on your requirement, select Value, Price, or Service Credit. The columns you see in the report vary slightly depending on your choice of filter.

Select a Time Period

1 Month 2 Months 3 Months 6 Months Custom

Column

Description

Center

Opening Balance

Liability carried over from previous period, this value is the liability balance at the start of report period. Click the opening balance to drill down to view the Memberships – Credit Balance report that shows Opening (liability) Balance details for the start date of the date range you specify. : You can view this column when you use any filter (by Value, by Price, and by Service Credit).

Sales

Credit Redemptions

Service Redemptions

Service Credit Conversions

Liability value of credits that were converted to dollar amounts.

Revenue from Lost Credit Amount

Value of credits that were not redeemed. These credits are no longer available to the guest.

Cancellations

Expired Amount

Closing Balance

Cost Adjustment

Cost Adjustment is the difference between Service Credit Equivalent Amount (Sales column) and membership price. For example, if membership price is 100 and Service Credit Equivalent Amount is 125, then Cost Adjustment will be 25.