Members

Back Office - Reports

Provides a list of Members related reports available in Back Office. To access, select the Reports option in the Members menu in Back Office, to open the Reports screen. Then expand any one of the Members or Members Quick Reports options listed on the left-hand side of the screen, to view the list of Members reports.

Lifestyle Reports ▲ ▼

Attendance by Location Date/Time

LFS001

Reports on Members Attendance grouped by Location. Lists the Location, Member, Terminal and Date/Time. The report can also be run for Financial Members only or for Un-financial Members only.

Transaction Count by Location/Member

LFS002

Reports the number of times a Member swipes their Card in each Location.

Members Reports ▲ ▼

Abbreviated Member List	MBR001		Reports on all Members. Lists the Member # and Name, Address, Phone #, Employee ID, Classification #, Date Joined, Date of Birth and Age. This report can be sorted by Member #, Last Name, Date Joined or Age.
Attendance By Age (Last 3 Weeks)	MBR002		Reports on Member Attendance over the past 3 weeks grouped by Age. It lists the Age, the Attendance count in the 3 weeks leading up to the Date To selected. It also provides a Total Sales value and a Total Attendance count, for the days reported. Note: The Attendance count is increased by 1 the first time a Member generates a transaction in a particular Trading Day. The Attendance count will not increase for any subsequent transactions generated by the same Member on the same Trading Day.
Attendance By Classification/Group (Last 3 Weeks)	MBR003		Reports on Member Attendance over the past 3 weeks grouped by either Classification or Member Group. It lists either the Classification or Member Group, the Attendance count in the 3 weeks leading up to the Date To selected. It also provides a Total Sales value and a Total Attendance count, for the days reported. Note: The Attendance count is increased by 1 the first time a Member generates a transaction in a particular Trading Day. The Attendance count will not increase for any subsequent transactions generated by the same Member on the same Trading Day.
Attendance By Member	MBR004		Reports on Member sales for the selected period, grouped by Classification or Member Group. Depending on the grouping selected the report lists the Classification or Member Group, Member, Total Sales value and the Total Number of sales per Member. In addition, the detailed version lists the Receipt Date of each Sale.
Attendance By Postcode (Last 3 Weeks)	MBR005		Reports on Member Attendance over the past 3 weeks grouped by Postcode. It lists the Postcode, the Attendance count in the 3 weeks leading up to the Date To selected. It also provides a Total Sales value and a Total Attendance count, for the days reported. Members with no Postcode specified will be grouped under the Postcode Not Specified. Note: The Attendance count is increased by 1 the first time a Member generates a transaction in a particular Trading Day. The Attendance count will not increase for any subsequent transactions generated by the same Member on the same Trading Day.
Barrel Promotion Winners	MBR045		To be continued ...
Barrel Promotions	MBR034		Reports on Barrel Promotions grouped by Promotion. Lists the Promotion, Counter, Tickets, Printed Tickets, Not Printed Tickets and Date/Time. In addition, the detailed version lists the Members.
Barrel Promotions Member Export	MBR035		Reports on Barrel Promotions grouped by Promotion. Lists the Promotion, Start/End Dates, Print Ticket Days/Dates/Times, Members, Address, Email, Awarded, Printed and To Print counts.
Campaign Items By Member and Date	MBR006		Reports on Products sold to Members that are associated with a Member Campaign. Lists the Member # and Name, Product Code and Description, Qty, Cost, Sales (Incl. Tax), Gross Profit as a percentage and the Sales value as a percentage of the Total Member Sales. In addition, the detailed version lists the Products grouped by Transaction Date.
Detailed Listing	MBR007		Similar to the Abbreviated Member List report, except it is more detailed. Lists the Member Name and Address, Classification Type, Member #, First Name, Phone #s, Birth Date, Join Date, Last Paid Date, Renewal Date, Occupation and Email Address. This report can be sorted by Member #, Last Name, Date Joined, Renewal Date or Age.
ePurse Balances by Classification	MBR037		Reports on the current balances of Customer/Members ePurse Accounts grouped by Classification. Lists Classification # and Description and the balances of all enabled ePurse Accounts. ePurse Accounts are enabled/disabled HERE. In addition, a Detailed version lists the Member # and Name.
ePurse Detailed Audit	MBR008		Reports on all Customer/Members ePurse transactions grouped by ePurser type. The report is grouped per page by the Customer/Member and lists transactions Date, Location, Receipt Number, Sale Total, Tax Total, Charge Total and Payment Total.
ePurse Detailed Points Audit	MBR009		Reports on Sales Transactions charged to ePurse accounts and grouped by Member (per page) and ePurse account. Lists Member Name, # and Address, Last ePurse Account # and Description, Transaction Date/Time, Location # and Description, Receipt #, Sale Total, Tax Total, Total Charged to account and Payment Total.
ePurse Summary Audit	MBR010		Reports on all Customer/Members ePurse transactions grouped by Customer/member and ePurse type. The report lists Total Cost, Sales Exc, Sales Inc, Charged and Paid
ePurse Summary Points Audit	MBR011		Reports on Sales Transactions charged to ePurse accounts and summarised to Location. Details are grouped by Member (Account) and ePurse account. Lists Member # and Name, ePurse Account # and Description, Location # and Description, Total Cost, Sales (Excl. Tax), Sales (Incl. Tax), Charged and Paid values.
Inactive Members	MBR012		Reports on Inactive Members, grouped by Classification or Member Group. Depending on the grouping selected the report lists the Classification or Member Group, Member and the date of the Last Activity.
Linked Members	MBR041		Reports on Members that have Linked Members. Lists the Primary Member, their Points balance, Account Balance and the Last Transaction Date/Time. Then for each Primary Member it lists the Linked Members, the relationship to the Primary Member and their Points balance, Account Balance and the Last Transaction Date/Time.
Live Charge / Top Up Activity	MBR013		Reports on all Customer/Members Live Charges and Payments in a statement format. Lists the Transaction Date, Receipt Number, Location, Terminal , Item Qty, Sales Total, Charges and Top-Ups. The Show Detail option also lists the Products in each transaction.
Member Activity	MBR014		Reports on Customer/Member Activity by Location Group (Venue), Location or Classification. Depending on the grouping selected the report lists the Location Group (Venue), Location or Classification, the No. of Points when Joining/Renewing, Awarded and Redeemed, the value Points when Joining/Renewing, Awarded and Redeemed, the value of Charges/Payments made to Accounts and the total Sales Excl/Incl Tax. The member activity report shows activity regarding each members points (join/renewal, awarded and redeemed), the value of these points at the time of the transaction and account charges, payments and overall balance. In addition, a Detailed version lists the Member. Note: The Detailed version is available when the Group by Member Classification is selected.
Member Activity Summary	MBR036		Reports on Customer/Member Activity grouped by either Master Group or Product Group. Depending on the grouping selected, the report lists on a new page per Member their Name, Address, Master Group/Product Group Description, Sale Price Excl/Incl Tax, GST and Sale Total. In addition, the detailed version lists the PLU/Product and Description, Average Unit Price and Qty.
Member Age Group Analysis	MBR015		Reports on the No. of Customer/Members grouped by gender and Age Group. Lists by Gender, No. without a Date of Birth, No. in each Age Group and the Total Males/Females.
Member Classifications/Groups	MBR016	R R	Reports on Customer/Members grouped by either Member Classification or Member Group. Depending on the grouping selected the report lists: By Classification - Lists: Classification Fee Payable Renewal Date / Days Paid New Financial New Financial Fees Paid New Applicants New Applicant Fees Payable Member Renewals - Reports the No. of Members that have paid fees today. Renewal Fees Paid - Reports the total amount of Member Fees paid today. Primary Un-Financial - Reports the No. of Members that are Un-Financial. Note: This does not include New Applicants or Linked Members. Linked Un-Financial - Reports the No. of Linked Members that are Un-Financial. Un-Financial Fees Due - Reports the total amount of Fees due from Un-Financial Members. No. of Members: Primary - Is the total No. of Members that have their Classification set to the Classification reported. Linked - Is the total No. of Members that have their Linked Classification set to the Classification reported. Total - Is the total No. of Members including with Linked Classifications in each Classification. By Group - Lists: Member Group Total - Is the total No. of Members each Group.
Member Count by Time Period	MBR039		Reports on the number of Customer/Member sales vs Non-Members grouped by Time Period and Location. Lists the Location, Time Period, Classification or Non-Member and summarises the Sales and number of Customers to calculate the Average Spend and the Sales as a % of the Total Sales.
Member Fees Paid (All Classifications)	MBR017		Reports on Customer/Member Fees Paid grouped by Member Classification. Lists the Member Classification # and Description, Renewal Date and Fees Paid. This report can also be grouped by the Receipted Classification. In addition, the detailed version lists the Receipt #, Member # and Name, Last Paid Date and Reference.
Member Fees Paid (Primary Classifications)	MBR038		Reports on Customer/Member Fees Paid grouped by Primary Classification. Lists the Member Classification and Fees Paid. In addition, the detailed version lists the Receipt #, Member, Last Paid Date, Renewal Date, Reference and Fees Paid.
Member Points	MBR018		Reports on Customer/Member Points grouped by Member Classification. Lists the Member Classification # and Description, Current Points Balance, Current Value, Sales Value, Sales Points and Accrued Value. This report can be sorted by Last Name, Member # and Points Value. This report can also be grouped by Member Classification or Member Group. In addition, the detailed version lists the Member # and Name.
Member Points Audit	MBR019		Reports on the Transactions associated with the Earning/Redeeming of Members Points grouped by Customer/Member and Terminal. Lists the Member # and Name, Terminal Description, Date/Time of the Transaction, Receipt #, Qty, Product Description, and Sale Price.
Member Points Audit Summary	MBR020		Similar to the Member Points Audit report, except it is less detailed and does not Product related information. Lists the Member # and Name, Terminal Description, Date/Time of the Transaction, Receipt #, Sale Value and Points Total.
Member Points Expired Members and Points to be expired by Classification	MBR021		Reports on Customer/Members whose Points have expired, grouped by Member Classification. Lists Member Classification, Member # and Name, Current Points, Points Expiring and Remaining Points. This report can be grouped by Member Classification or Member Group. You can choose a future date is you want to work out how many points will expire in 8 weeks time.
Member Points Issued/Redeemed	MBR023		Reports on Customer/Member Points Issued/Redeemed for the period selected. Lists Points Awarded / Join/Renewal Points/ Points Redeemed, Location Group (Venue) Description, Points and Value. This report can be grouped by Location or Member Classification.
Member Points Summary	MBR022		Reports on Member Points summarised by either Classification or Member Group. It lists either the Classification or Member Group, Sale Value, Points, and Total Points.
Member Points Summary by Location	MBR024		Reports on Customer/Member Points grouped by Location. Lists Location # and Description, Points/Value for Join/Renewal, Awarded and Redeemed. In addition, the detailed version groups by Member and then by Location. It also lists the Member # and Name.
Member Points Value	MBR025		Reports on Customer/Member's Current Points grouped by Member Classification. Lists the Member Classification # and Description, Current Points Balance and Redemption Value. This report can be sorted by Last Name, Member # and Points Balance. This report can also be grouped by Member Classification or Member Group. In addition, the detailed version lists the Member # and Name.
Member Product Purchases	MBR026		Reports on Customer/Member purchases grouped by Product. Lists Product # and Description, Total Qty and Sales Value (Excl/Incl Tax). In addition, the detailed version lists the Member # and Name.
Member Sales by Location Classification/Group	MBR027		Reports on Customer/Member Sales grouped by Location and then Member Classification. Lists Location # and Description, Member Classification # and Description, Total Qty, Sales Value, Tax and Cost. This report can be sorted by Product Description or PLU #. This report can also be grouped by Member Classification or Member Group. In addition, the detailed version lists the PLU # and Description.
Member Sales by Master Group by Time Period	MBR040		Reports on Customer/Member Sales Reports on Customer/Member Sales summarised by Classification and then grouped by Master Group, Time Period and Location. Lists Location, Time Period, Master Group, Classification, Sales, Customers (Count), Average Spend per Customer and the Sales %. This report can optionally also report the total Covers instead of the Customers (Count).
Member Sales Demographic Export	MBR028		Exports Member Sales. Lists Member # and Names, Address details, Date of Birth, Gender, Date of Sale, Qty Sold, Sale Value, Product Description and Location #.
PLU Redemptions	MBR029		Reports on Product sales that have been purchased by Redeeming Member Points. The report is grouped by Location and then Product Group. Lists Location # and Description, Product Group # and Description, Product Code and Description, Qty, Cost, Sales (Excl/Incl Tax), Gross Profit % and the Sales as a % of the Total Sales for the Product Group. This report can be sorted by Product Description or Product Code.
Points Redeemed	MBR030		Reports on Points redeemed and is grouped by Member. Lists Member # and Name, Location # and Description, Date/Time, Receipt #, Qty and Product Description, No. of Points Redeemed and the Sales value. In addition, the detailed version lists the Qty and Product Description.
Top-Bottom Members Report	MBR031		Reports on the selected No. of Bottom/Top Customer/Members based on either Sales Value/Points or Gross Profit for the selected period. Lists Member # and Name, Points, Cost, Sales (Excl/Incl Tax), Gross Profit in $ and % and the Date/Time of the Last Transaction. This report can be sorted by Sales Value, Points or Gross Profit. Note: Click the Top/Bottom field name to toggle between Top/Bottom.
Transactions By Age (Last 3 Weeks)	MBR042		Reports on Member Transactions over the past 3 weeks grouped by Age. It lists the Age, the Transaction count in the 3 weeks leading up to the Date To selected. It also provides a Total Sales value and a Total Attendance count, for the days reported.
Transactions By Classification/Group (Last 3 Weeks)	MBR043		Reports on Member Transactions over the past 3 weeks grouped by either Classification or Member Group. It lists either the Classification or Member Group, the Transaction count in the 3 weeks leading up to the Date To selected. It also provides a Total Sales value and a Total Attendance count, for the days reported.
Transactions By Postcode (Last 3 Weeks)	MBR044		Reports on Member Transactions over the past 3 weeks grouped by Postcode. It lists the Postcode, the Transaction count in the 3 weeks leading up to the Date To selected. It also provides a Total Sales value and a Total Attendance count, for the days reported. Members with no Postcode specified will be grouped under the Postcode Not Specified.
Unused Member Number	MBR032		Reports on Unused Customer/Member Numbers.
Vouchers Issued to Members	MBR033		Reports on Vouchers Issued to Customer/Members by Location and grouped by either Classification, or Member Group. Lists Location, Classification, Member, Voucher, Issued By, On, Stored Value Balance, Valid, Used and % Used.
Member Receipt	SMRC004		Reports on the payment of Membership fees (via the Back Office) in the form of a Receipt (Invoice) that can be sent to the Customer/Member. Lists the Member, Address, Receipt # and Date, Date Paid To, Fee Paid and the Classification Type.

Members Quick Reports ▲ ▼

Expiring Memberships	QMB015	Reports on Customer/Members whose memberships have expired, grouped by Classification. Lists the Classification # and Description, Member # and Name, Address, Phone #, Gender, Renewal Date, Joined Date, Date of Birth and Age. This report can be sorted by Member #, First Name, Last Name, Joined Date or Renewal Date.
Inactive Members	QMB005	Reports on Customer/Members who have been inactive within the period selected. Lists the Member #, Classification and Name and the Date of Last Activity. This report can be sorted by Member #, First Name or Last Name.
Member Application List	QMB009	Reports on Customer/Members who have applied for memberships within the period selected. Lists Membership Type (Classification) # and Description, Member # and Name and Address. This report can be sorted by Member #, First Name or Last Name.
Member Birthday List	QMB011	Reports on those Customer/Members whose birthdays fall within the selected period. Lists Member # and Names, Phone #, Age, DOB and Month of Birth. This report can be sorted by Member #, First Name or Last Name.
Member Classification Summary	QMB018	Reports on the number of Customer/Members summarised by Classification. Lists Classification # and Description, Renewal Date, Days Paid, Financial, Un-financial, New Members, Linked and Total no of Members. This report can be sorted by Classification # or Description.
Member Export List	QMB019	Exports a list of selected Customers/Members and their details to a file.
Member Fees Paid	QMB004	Reports on Customer/Member Fees Paid grouped by Classification. Lists the Classification # and Description, Renewal Date and value of Fees Paid. This report can be sorted by Member #, First Name or Last Name. In addition, the detailed version lists the Receipt #, Member # and Name, Last Paid Date and Reference.
Member Interest Group Sales	QMB008	Reports on Interest Group related Sales grouped by Interest Group. Lists Interest Group Description, total value of Sales and total Points awarded. This report can be sorted by Member #, First Name or Last Name. In addition, the detailed version lists the Member # and Name, Address, Phone # and Email Address.
Member Marketing/Export	QMB020	Exports a list Customers/Members and their details to a file depending on the filters selected.
Member Names with Card Numbers	QMB012	Reports on Customers/Members and their Card Numbers. Lists Member #, Name and Card Number.
Member Notice Board List	QMB010	Reports on Customer/Members who have joined within the period selected, grouped by Join Date. Lists the Join Date, Member # and Name and Address. This report can be sorted by Member #, First Name or Last Name.
Member Points	QMB002	Reports on Customer/Member Points grouped by Classification. Lists the Classification # and Description, Current Points balance, this year's total Value of Sales for which Points were awarded, this year's total Points and their Value. This report can be sorted by Member #, First Name or Last Name. In addition, the detailed version lists the Member # and Name.
Member Product Purchases	QMB006	Reports on the Products sold to Members. Lists Product PLU # and Description, Total Qty, and Total Sales (Excl Tax). In addition, the detailed version lists the Member # and Name.
Member Reception Activity	QMB013	Reports on Customer/Member Reception Activity for the selected period. Lists Member # and Name, Visits Available, No of Visits and the Last Visit Date. This report can be sorted by Member #, First Name or Last Name.
PLU Redemptions	QMB007	Reports on the Products sold via a Customer/Member Points redemption (either fully or partially) grouped by Location and then Product Group. Lists. Location # and Description, Product Group # and Product Group Description, Product Code and Description, Qty, Cost. Sales (Excl/Incl Tax), Gross Profit % Sales as a % of the Total sales. In addition, the detailed version lists the Member # and Name.
Top Members	QMB001	Reports on the Top Customer/Members based on sales for the selected period. Lists Member # and Name, Points, Cost, Sales (Excl Tax), Gross Profit in $ and % and the Date/Time of the Last Transaction. This report can be sorted by Sales Value, Points or Gross Profit.
Voucher Ledgers By Location	QMB017	Reports on Vouchers in the Ledger grouped by Location. Lists Location # and Description, Voucher Barcode, Voucher Name, Member, Valid From/To Date/Times, Last Used Date/Time and the Balance remaining. This report can be sorted by Last Used or Voucher Name.
Voucher Transactions By Location	QMB016	Reports on Voucher Transactions grouped by Location. Lists Location # and Description, Issue Date/Time, Voucher Barcode, Receipt #, Terminal Description, Voucher Name, Member #, Transaction Date/Time and Value. This report can be sorted by Issue Date, Transaction Date and Voucher Name.

Web Sample Reports ▲ ▼

Member Activity

End of article ▲