Manual - Japan

Report Builder

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The Report Builder tool provides many different reports to enable you to monitor the performance of your club (or clubs). Some of the different report types are listed below:

Table 3. Member Reports

Report Name

Report Description

Cancellations Actioned

Shows a complete listing of all those members who have actually had a cancellation actioned.

Cancellations Requested

Similar to the above, except this report shows the members who have requested a cancellation, and the reason for it.

Daily Signups

Literally shows the number of members that have signed up for a new membership in the last month (start or end date can be changed). The report includes package, sign-up type, staff member, and more.

Demographic Stats

Shows a wide range of demographics for club members, such as the % of members with a given postcode or chome, the number of members signed-up in-club and many more.

Freeze Requests

Lists the members who have requested a membership freeze, what period has been requested, their current freeze status and more.

Freeze Requests Per Package

Literally shows the number of freeze requests that have been received for each package type. Does not list members individually.

KPI

This is a KPI report, similar to the KPI display built into the Membr software (on the dashboard). It shows the total movement of members leaving or signing up to the club, such as frozen members, reactivations etc.

Member Enrolment

Lists members based on their enrolment date (selected during the sign-up process)



Table 4. Transaction Reports

Report Name

Report Description

Accumulative Discrepancy

Shows the daily and cumulative discrepancy values for the cash register.

Cash Register

A listing of all POS/Cash Register transactions

Club Expenses

Shows all club expenses entered for the given period, including type, accounting code etc.

Daily Monthly Sales

Summarises all the product types sold or refunded within a given period

DD Summary

Shows the totals to be collected by direct debit

DD Transactions

Shows the totals of all direct debits that have been collected (or are about to be)

Failed DD Transactions

List all direct debits that were not collected, and the reason for non-collection

Outstanding Transactions

A list of all payments that are outstanding, including the amounts and members responsible

Payment Comparison

Lists all members whose regular payments have changed for some reason, and the amount of change

Payment Method

Shows the totals for all transactions within a given period, broken down by payment type

POS Transactions

Gives a detailed list of all POS transactions, including paid/refunded, member name, product name etc.

Stripe Transactions

Gives a similar level of detail to the POS report above, but purely for Stripe transactions