Memberships Benefits Details report
The Memberships Benefits Details Report provides a comprehensive view of how membership benefits are used across your organization or individual centers. It allows you to track each benefit through its full lifecycle, including when it is accrued, redeemed, expired, refunded, or transferred. This report is useful for financial audits, guest service follow-ups, and evaluating membership performance.
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 the report features on Zenoti. To categorize data, select the available filters such as center, date range, or membership type.
Click Refresh to generate the data.
For reports spanning over a year, click Email to send the results to your inbox.
Column description
Column | Description |
|---|---|
Center name | Refers to the name of the center where the membership was sold. This data is sourced directly from the invoice at the time of sale. Even if the membership is later canceled, refunded, or transferred, the report continues to show the original selling center. This ensures accurate revenue tracking and accountability for the originating location. |
Invoice number | Indicates the specific invoice under which the membership was purchased. This field is essential for tracing financial transactions and benefit accrual events. If the invoice is reopened or adjusted later due to a refund or modification, the original invoice number still provides the foundational reference for reporting. |
Membership code | A unique system-generated identifier for the membership. This code remains constant regardless of changes to the membership’s status or upgrades/downgrades. It's used across Zenoti modules, including reports, billing, audit logs, and guest profile history, to ensure consistent tracking. |
Membership name | The name of the membership product as defined during creation in Zenoti. It is displayed consistently across sales, guest profiles, redemptions, and reports, allowing users to identify membership types clearly. |
Membership category | Defines the classification or type of the membership, such as "Wellness", "Fitness", or "Massage Plans". Categories are configured at the time of membership setup and help segment data for reporting, taxation, or filtering purposes. |
Guest name | Displays the name of the guest who purchased the membership. This value is pulled from the guest profile linked to the sale invoice and is used in transfer scenarios to show both the original and new owners when benefits are reassigned. |
Sale date | The date when the membership was sold and the invoice finalized. This date serves as the anchor for financial recognition, benefit accrual cycles, and membership lifecycle events. |
Start date | Reflects when the membership becomes active. This can be configured to match the sale date or be delayed for promotional offers. It is critical for initiating benefit accruals and aligning membership duration with billing. The start date of the membership is calculated either from the date of sale or the first redemption of membership benefits. The date depends on the option selected for the Validity Starts field while creating a membership. |
Membership expiry date | This is the regular end date of the membership calculated from the start date plus the configured validity duration. It does not include any grace periods or extensions unless manually altered or automatically renewed. |
Membership expiry date (with grace period) | Shows the last valid date a member can use benefits, including any configured grace days. This date is affected by the Redemption Post Expiry setting, which allows members to continue redemptions during a buffer period post-expiration. Refer to advanced properties to set up memberships for more details. |
Membership termination date | The actual or scheduled termination date of the membership. It appears when a cancellation is processed and halts all future accruals or redemptions. This value may be auto-populated in cases of non-payment or voluntary cancellations. |
Benefit type | Specifies the kind of benefit included with the membership, such as Service Credit, Product Credit, or custom-defined types. This is established during membership configuration and influences redemption logic and usage constraints. |
Benefit name | The label given to a specific benefit included in the membership, such as “Monthly Facial”, “Complimentary Beverage”. It differentiates multiple benefits in the same plan and is tied to configurations in the membership template. |
Total quantity | The total number of benefits a member is eligible to use. This is influenced by recurrence cycles, manual top-ups, or adjustments. It aggregates benefits accrued across billing cycles or through administrative overrides. |
Total benefit value | Monetary representation of the total accrued benefits. This is not impacted by accounting configurations such as Initially Recognized Revenue (IRR), Monthly Recognized Revenue (MRR), or Service Credit Revenue (SCR), making it a direct functional value. |
Redeemed quantity | Total number of benefits the guest has used. It includes all redemptions through POS or online, excluding any refunded or expired benefits. This field helps assess how much of the membership value has been consumed. |
Redeemed value | The monetary value of all redeemed benefits. It tracks redemptions without interference from revenue recognition rules and focuses purely on usage, making it useful for operational reporting. |
Balance quantity | Represents the unused benefits remaining with the member. It is calculated as: Total Accrued - (Redeemed + Refunded + Expired). It dynamically adjusts with each redemption, expiry, refund, or transfer, giving a live view of available benefits. NoteTo view the remaining balance value of your membership benefits, refer to the Memberships v2 report. |
Benefit expiry date | Each benefit batch may have its own expiration rule. This date shows when the benefits from a specific cycle are no longer redeemable. It’s defined in the membership template and may differ from the overall membership expiry. |
Transferred quantity | Benefits that have been reassigned from one guest to another. Transfers are tracked via audit logs and impact both the sender's and receiver’s balance and redemption eligibility. Permissions and settings at the center level may restrict this action. |
Recurrence cycle # | Denotes which recurring payment cycle a set of benefits belongs to. This is especially relevant for memberships that accrue benefits monthly or quarterly, as it helps align usage patterns with billing schedules. |
Membership status | Shows the current state of the membership (Active, Expired, Terminated). It updates based on actions like cancellation, upgrades, downgrades, or the natural end of validity. The status can remain “Active” even post-expiry if grace periods or redemptions are allowed. |
Recurrence status | Tracks the current payment state, such as Collected, Failed, Paused, in recurring memberships. This affects whether future benefits will accrue and helps identify payment-related issues impacting membership continuity. |
Impacts and Considerations
Redemption Post Expiry: If enabled, this allows guests to redeem benefits after their membership has expired. It directly impacts the value in the Membership expiry date (with grace period) and Balance quantity columns.
Refunds and Transfers: Refunded or transferred benefits reduce the balance quantity and can affect revenue reporting indirectly, although the Redeemed value remains unaffected by revenue settings.
Recurring Memberships: For memberships with monthly or quarterly cycles, the Recurrence cycle # becomes vital in understanding how and when benefits accrue and expire.
Grace Periods and Settings: The grace period logic is not always visible upfront in membership templates, but it plays a critical role in reporting and redemption eligibility. Ensure grace configurations are aligned with business goals.
Balance Tracking: Manual adjustments and top-ups (administrative overrides) are reflected in Total quantity and Balance quantity but may require audit log verification for compliance.