Memberships Benefits Details report
Owners can use this report to view details of membership benefits accrued, redeemed, expired, and the remaining balance.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Membership benefits details report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
Column description
Column | Description |
|---|---|
Center name | Name of the center in which the membership was sold. |
Invoice number | Invoice on which the membership was sold. |
Membership code | Unique identifier of the membership sold. |
Membership name | Name of the membership that was sold. |
Membership category | Category to which the membership belongs. |
Guest name | Name of the guest who purchased the membership. |
Sale date | The date on which the membership was sold. |
Start date | Start date of the membership. |
Membership expiry date | The date on which the membership expired or is set to expire. |
Membership expiry date (with grace period) | Last day of the grace period, on which the membership expired or is set to expire. |
Membership termination date | The date the membership was terminated or is set to be terminated. |
Benefit type | Type of the membership benefit. |
Benefit name | Name of the membership benefit. |
Total quantity | Accrued quantity of membership benefits. |
Total benefit value | The total value of membership benefits. |
Redeemed quantity | Quantity of membership benefits redeemed. |
Redeemed value | Value of the redeemed membership. Initially Recognised Revenue, Monthly Recognised Revenue, and Service Credit Revenue settings do not impact the calculation of this value. |
Balance quantity | The remaining membership benefits after the redeemed, refunded, and expired quantities are deducted from the accrued quantity. |
Benefit expiry date | The date on which the membership benefits are set to expire. |
Transferred quantity | Quantity of membership benefits transferred from one guest to another one. |
Recurrence cycle # | Sequence number (of the recurrence cycle) of the membership's recurring collected payment. |
Membership status | Status of the membership. |
Recurrence status | Current recurrence status of the membership. |