Office - Interactive Reports - Membership - Outstanding Credit Books-Outstanding Vouchers

Owned by Benjamin Hacker
Last updated: Sept 29, 2023
3 min read

Table of Contents

Overview

  • In this guide we will cover the Outstanding Credit Books, Outstanding Gift Cards, and Outstanding Vouchers 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.

Outstanding Credit Books

Displays all credit books with outstanding balances based on an "as of" date including Issued and Unspent amounts. Can filter by Credit Book Type. Option to include Expired Credit Books. 

To run Outstanding Credit Books, select the report from the Membership Dropdown,

  1. Set the As of Date.

  2. Choose the Credit Book Types.

  3. Set the Detail Level.

  4. Select View Report.

In this example we ran the report as of September 28 2023 with a detail level of Credit Book so that the report runs fully expanded. We see the Member Number and their Credit Books issued, The member Name, Date Issued, Expire Date, Issued Amount, and Unspent Amount.

Outstanding Gift Cards

Displays all Gift Cards with outstanding balances based on an "as of" date including Issued and Unspent amount. Can filter by Gift Card Type. Detail down from Member to Gift Cards. Option to include Expired Gift Cards.

To run Outstanding Gift Cards, select the report from the Membership Dropdown,

  1. Choose the Date.

  2. Choose the Gift Card Type.

  3. Select View Report.

In this example we ran the report as of 9/28/23. We see the Gift Card Number, Purchased By, Issued To, Description, Gift Card Type, Date Issued, Expiration Date, Issue Amount, Unspent Amount.

Outstanding Vouchers

Displays all Vouchers with outstanding balances based on an "as of" date including Issued Quantity and Issued Amount and Redeemed Amount. Option to include Expired Vouchers.

To run Outstanding Vouchers, select the report from the Membership Dropdown,

  1. Set the As of Date.

  2. Choose the Group By.

  3. Choose which Vouchers to show.

  4. Select View Report.

In this example we ran for all vouchers and have grouped by the member. We see the Member, Voucher Name, Date Sold, Expire Date, Sold Qty, Remaining Qty, $ Issued, $ Redeemed, $ Remaining.

Best Practices

FAQs

 

Â