Office - Interactive Reports - Membership - Gift Card Transactions-Installment Billing Statement

Owned by Benjamin Hacker
Last updated: Sept 28, 2023
3 min read

Table of Contents

Overview

  • In this guide we will cover the Gift Card Transaction, Installment Billing, and Installment Billing Statement Reports. You will learn how to run each report and will see an example of the data that each report will produce.

Required Permissions

  • Interactive Reports

  • Membership

Accessing the Tool

Interactive Reports gives you the ability to filter, sort, and group the data using criteria. The available criteria are specific to the information the report contains. The report functions give you the ability to customize date settings, save criteria settings, delete saved reports, and schedule an email delivery. In this section you will learn how to use the criteria and report functionality.

  1. Click on the Interactive Reports Icon from the left menu bar. 

  2. On the Report Overview page, there is a list of reporting categories to choose from, or the User can search for a topic in the top search bar. It is best to keep the topic as broad as possible. If the club wants to see POS sales search for sale.

Gift Card Transactions

Provides a list of all gift card transactions for a specific date range.  Can filter by Gift Card Type. Can select a specific member to view transactions. Can search for a specific Gift Card Number. Option to Include Expired. 

To run Gift Card Transactions, select the report from the Membership Dropdown,

  1. Set the Date Range.

  2. Set the Detail Level.

  3. Choose the Gift Card Type.

  4. If running for one member or only a few members, Choose the Member.

  5. If searching for a specific gift card, enter the Gift Card Number.

  6. Select View Report.

In this example we ran the report for the month to date of September and set the detail level at Transaction so that the report ran fully expanded. We se the Gift Card Type, the Description, Expire Date, POS Ticket Number, Transaction Date, Transaction Amount, and Balance of the Gift Card.

Installment Billing

Summary of all Members with a billing schedule within a specific date range. Can filter by Member Type. Can search for a specific Billing Item or Billing Combo. Group by Member, Installment Billing, or Member Type. Option to Include Completed and Exclude Guest Member. 

To run Installment Billing, select the report from the Membership Dropdown,

  1. Set the Date Range.

  2. Choose the Member Type/s to report.

  3. Set the Detail Level.

  4. Choose the Billing Item/s.

  5. Establish how to Group By.

  6. Choose specific Billing Combo if needed.

  7. Select View Report.

In this example we ran the report for the year of 2023 with a detail level of Installment Billing so that the report ran fully expanded. We see the Member Number, Billing Item Name, Member Name, Member Type, Total Amount, Adjustment Amount, Billed, and Balance. Beneath Member Name we see Frequency of the installments, periods, and First Bill. Beneath Member Type we see Next Bill, Number Billed, and Number of Installments left.

Installment Billing Statement

Details a single Member's installment billing information. Option to Show Completed Only. 

To run Installment Billing Statement, select the report from the Membership Dropdown,

  1. Choose the Member to run the report for.

  2. Select View Report.

In this example we ran the report for a member with an installment billing. We see the Installment billings for the member with the Billing Date, Item Code, Periods, and Amount of the Installment Billing.

Best Practices

FAQs

 

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