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List of Commonly Used Reports

Updated for Release:


Prepared by:

1505
Ashley Smith

CONTENTS
1.

Active Members Report .................................................................................................................................................... 6

2.

Active Price Type .............................................................................................................................................................. 6

3.

Activity Specific Report ..................................................................................................................................................... 6

4.

Aged Debtors .................................................................................................................................................................... 7

5.

Agreement List ................................................................................................................................................................. 7

6.

Agreements List ................................................................................................................................................................ 8

7.

Agreement Summary ........................................................................................................................................................ 8

8.

Agreement Without Accounts .......................................................................................................................................... 8

9.

Appointments Analysis ..................................................................................................................................................... 9

10.

Bank Account Usage ..................................................................................................................................................... 9

11.

Bankings........................................................................................................................................................................ 9

12.

Block Booking Dates ................................................................................................................................................... 10

13.

Bolt-On Services Report .............................................................................................................................................. 10

14.

Booking Data Dump .................................................................................................................................................... 10

15.

Cash LIft Report .......................................................................................................................................................... 11

16.

Category Summary Report ......................................................................................................................................... 11

17.

Class Uptake Rate ....................................................................................................................................................... 11

18.

Class Utilization........................................................................................................................................................... 11

19.

Club Appointments Analysis ....................................................................................................................................... 12

20.

Club Event Log ............................................................................................................................................................ 12

21.

Corporate Agreements ............................................................................................................................................... 13

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Corporate Bookings .................................................................................................................................................... 13

23.

Course Attendees ....................................................................................................................................................... 13

24.

Course Attendees Merge Report ................................................................................................................................ 14

25.

Course Contract Debtors List ...................................................................................................................................... 14

26.

Course Debtors List ..................................................................................................................................................... 14

27.

Course Detail .............................................................................................................................................................. 14

28.

Course Income ............................................................................................................................................................ 15

29.

Course Income - Member ........................................................................................................................................... 15

30.

Course Re-Enrollment ................................................................................................................................................. 15

31.

Credit Notes ................................................................................................................................................................ 15

32.

CRM Activity ............................................................................................................................................................... 16

33.

CRM Risk Configuration .............................................................................................................................................. 16

34.

CRM Tasks ................................................................................................................................................................... 16

35.

Current Head Members .............................................................................................................................................. 17

36.

Current non-Head Members ...................................................................................................................................... 17

37.

DD Collection .............................................................................................................................................................. 17

38.

DD Payments This Month ........................................................................................................................................... 18

39.

Daily Bookings............................................................................................................................................................. 18

40.

Debtors Outstanding .................................................................................................................................................. 18

41.

Deferred Income ......................................................................................................................................................... 19

42.

E5 Centre Income ....................................................................................................................................................... 19

43.

E5 Online Income ........................................................................................................................................................ 19

44.

Enterprise Appointments Analysis.............................................................................................................................. 19

45.

Enterprise Inventory List............................................................................................................................................. 20

46.

Enterprise Sales Activity ............................................................................................................................................. 20

47.

Home Club Usage ....................................................................................................................................................... 20

48.

Home Club Usage By Member .................................................................................................................................... 21

49.

Historical Category summary ..................................................................................................................................... 21

50.

Historical Transaction Detail ....................................................................................................................................... 21

51.

Income journal ............................................................................................................................................................ 22

52.

Income journal Detail ................................................................................................................................................. 22

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Inventory Discount Configuration .............................................................................................................................. 22

54.

Inventory Hourly Usage .............................................................................................................................................. 23

55.

Inventory Item Hourly Sales ....................................................................................................................................... 23

56.

Joined This Week/Month/Year ................................................................................................................................... 23

57.

Kiosk Activity Summary .............................................................................................................................................. 24

58.

Kiosk Usage DetaiL ...................................................................................................................................................... 24

59.

Kiosk Usage Summary ................................................................................................................................................. 24

60.

Low Usage Report ....................................................................................................................................................... 24

61.

Manual Cash Drawer Open Detail .............................................................................................................................. 25

62.

Manual Cash Drawer Open Summary ........................................................................................................................ 25

63.

Member 12 Month usage ........................................................................................................................................... 25

64.

Member Attendance .................................................................................................................................................. 26

65.

Member Booking Number .......................................................................................................................................... 26

66.

Member Freeze Report .............................................................................................................................................. 26

67.

Member List ................................................................................................................................................................ 27

68.

Member Overridden Entries ....................................................................................................................................... 27

69.

Member Status ........................................................................................................................................................... 27

70.

Monthly Patronage Summary By Member ................................................................................................................. 28

71.

New Stock ................................................................................................................................................................... 28

72.

Online Bookings Export Report................................................................................................................................... 28

73.

Online Payment .......................................................................................................................................................... 28

74.

Online Payment Detail ................................................................................................................................................ 29

75.

Overall Patronage Summary Report Daily Export .................................................................................................... 29

76.

Overall Patronage Summary Report Daily Grouped ................................................................................................ 29

77.

Overall Patronage Summary Report Grouped ............................................................................................................ 29

78.

Overall Patronage Summary Report Grouped - Export .............................................................................................. 30

79.

Overall Patronage Summary Report - Daily ................................................................................................................ 30

80.

Overall Patronage Summary Report - MTD ................................................................................................................ 30

81.

Overs And Shorts...................................................................................................................................................... 31

82.

Patronage KPI Summary Report - MTD ...................................................................................................................... 31

83.

Patronage Summary By Price Type - Daily .................................................................................................................. 31

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Patronage Summary By Price Type - MTD .................................................................................................................. 31

85.

Patronage Summary Report - Daily ............................................................................................................................ 32

86.

Patronage Summary Report - MTD ............................................................................................................................ 32

87.

PIF Analysis Deferred Detail ....................................................................................................................................... 32

88.

Pre-Auddis Accounts ................................................................................................................................................... 32

89.

Price List Report .......................................................................................................................................................... 33

90.

Problem Swipes .......................................................................................................................................................... 33

91.

Prospect List ............................................................................................................................................................... 33

92.

Purchase and Access Eligibilities Report ..................................................................................................................... 34

93.

Resource Hourly Uptake By Day .............................................................................................................................. 34

94.

Retention Management ............................................................................................................................................. 34

95.

Sales Activity ............................................................................................................................................................... 35

96.

Sales Activity Detail .................................................................................................................................................... 35

97.

Sales Activity G10 ....................................................................................................................................................... 35

98.

Sales Activity with Upgrades ...................................................................................................................................... 36

99.

Scheme Utilization ...................................................................................................................................................... 36

100.

Scheme Utilization Summary ...................................................................................................................................... 36

101.

Shift Configuration ...................................................................................................................................................... 37

102.

Shift Status .................................................................................................................................................................. 37

103.

Spend Per Visit ............................................................................................................................................................ 38

104.

Staff Details................................................................................................................................................................. 38

105.

Staff Security Group Assignment ................................................................................................................................ 38

106.

Stock Adjustment ....................................................................................................................................................... 38

107.

Stock valuation ........................................................................................................................................................... 39

108.

Transaction Detail Report ........................................................................................................................................... 39

109.

Transaction Discounts ................................................................................................................................................ 40

110.

Transaction Marketing ................................................................................................................................................ 40

111.

UCF Contact Value Audit ............................................................................................................................................ 40

112.

Usage Analysis By Date ............................................................................................................................................... 40

113.

User Custom Fields - Member .................................................................................................................................... 41

114.

Voucher Transaction Detail ........................................................................................................................................ 41

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Web Income Journal ................................................................................................................................................... 41

116.

Web Transaction Report ............................................................................................................................................. 42

117.

Wetside % Uptake ...................................................................................................................................................... 42

118.

% Uptake Summary Report ........................................................................................................................................ 42

Reports

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1. ACTIVE MEMBERS REPORT


This report shows all active members. This report can be altered to show members of any status.
This report is useful for:

By adding a renewal date user can see members who are about to come up for renewal in the next x days;
By adding a joined date user can see all new members who have joined within the last x days;
Can filter to see popularity of agreements;
By adding a billing method user can see all active members paying by DD/PIF etc.

Found under: Standard > Memberships >Member List Report > Member Status
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Contracted Agreement, Telephone, Post, Email, Text
Default Columns: Club Name, Member No, Barcode, Name, Gender, Membership, Head, Joined, Terminated, Preferred
Day for DD Payments, Terms Exist, Telephone, Post, Email, Text
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, CheckInNote, Cycle Fees,
DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date,
First Bill Date, FirstName, Home Address (1-4), Home TelNo, In Hard Count, Is Frozen, Last Payment, Last Visit, Last Name,
Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility,
Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation,
Outstanding, Payment Method, PostalCode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member No,
Sold At Club, Source, Source Member, Terminated, TerminationReason, Terms Exist, Title, Usage Months, WorkTelNo

2. ACTIVE PRICE TYPE


This report lists all active agreements and the standard fees associated with them.
Found under: Standard > Member List > Member Agreements Report
Range options: Agreement Type, Price Type
Selection options: None available
Default Columns: Club Name, Agreement Type, Price Type, Enrolment Fee, Enrolment Fee (Corp), Cycle Fee, Cycle Fee
(Corp)
Additional Columns: Prevent Renewal Online

3. ACTIVITY SPECIFIC REPORT


This report shows all activities booked in the given range. It may appear there are duplicates, but the activity actually
shows once for every location its under (so Circuits booked in to Main hall area 1, Main hall area 2 and Main hall area 3
will show three times).
Useful for:

Attendance;
Location utilisation (when using the additional column location).

Found under: Standard > Bookings


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Range options: Report date (includes all date options).


Selection options: Activity, Instructor, Location
Default Columns: Instructor, DATE, DETAILS, Capacity, Booked, Waiting, Cancelled
Additional Columns: Resource, Location

4. AGED DEBTORS
The Aged Debtors reports shows every member with a debt on their account. This report is designed to be run for a
specific date; running over several days will produce duplicate results (1 result for every day the member was in debt).
Useful for:

Finding total debt;


Seeing debts on a specific date;
Confirming how old debt is.

Found under: Member Billing/Payment > Member Payments > Aged Debtors.
Range options: Membership Type, Member Status, Report Date (includes all date options).
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source.
Default columns: Member No, Name, Status, Last Use Date, Joined, TotalDue, Due0to30, Due31to60, Due61to91,
DueOver90, Mobile, HomeTelNo, WorkTelNo.
Please note: Last Use Date refers to the Last Use Date as set in Membership Management, not the last time the member
visited the centre
Additional columns: Home Club, Barcode, Membership, OpenCredits, Agreement Start, Agreement Status, Agreement
Type, Billing Months, CheckInNote, Club Name, Collect Freq, Cycle Fees, DOB, eMail, Emergency Contract No, Emergency
Contact Person, Employer, Enrollment Fee, Ethnic Origin, Final Bill Date, First Bill Date, FirstName, Gender, Head,
HomeAddress(1-4), InHardCount, IsFrozen, Last Payment, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical
Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member
Status, Name, Next Bill Date, ObligationDate, Occupation, Outstanding, Paid Date, Payment Method, PostalCode, Price
Type, Renewal Months, RenewalDate, Saultation, Signer Member No, Sold At Club, Source, SourceMember, Terminated,
Terminated Reason, Terms Exist, Title, Usage Months.

5. AGREEMENT LIST
This report generates a list of all members and their details
Found under: Standard > Analysis
Range options: Head, Membership Type, Agreement Type, Agreement Status, Collection Method, Agreement Start Date,
Next Collection Date, Auto Collection, Sold at Club, Price Type
Selection options: Member Status, First Name, Renewal Date, Termination Date, Last Use Date, Member Start Date,
Marketing Source, Obligation Date
Default Columns: Home Club, Member No, Signer Member No, Name, Gender, Membership, Agreement Type, Payment
Method, Enrollment Fee, Cycle Fee, Sold AT Club, Memnum, Renewal, Visits, Club ID
Additional Columns: Salesperson Name, Agreement Start, Agreement Status, Barcode, Billing Months, CheckInNote, Club
Name, Collect Freq, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin,
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Final Bill Date, First Bill Date, FirstName, Head, HomeAddress(1-4),HomeTelNo, InHardCount, IsFrozen, Joined, Last
Payment, Last Use Date, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill
Date, ObligationDate, Occupation, Outstanding, Paid Date, PostalCode, Price Type, Renewal Months, RenewalDate,
Salutation, Source, SourceMember, Terminated, TerminatedReason, Terms Exist, Title, Usage Months, WorkTelNo

6. AGREEMENTS LIST
This report generates a list of all members and their details. Terminated and lapsed members are included by default, but
this can be altered in Selection Options.
Useful for:

Finding members who joined in a specific range;


Finding members who last used the club in a specific range;
Finding members terminated in a specific range;
Finding all Autobill members.

Found under: Standard > Memberships > Member Agreements Report > Standard Agreements > Agreements List
Range options: Head, Membership Type, Agreement Type, Agreement Status, Collection Method, Agreement Start Date,
Next Collection Date, Auto Collection, Sold at Club, Price Type
Selection options: Member Status, First Name, Renewal Date, Termination Date, Last Use Date, Member Start Date,
Marketing Source, Obligation Date
Default Columns: Home Club, Signer Member No, Name, Gender, Membership, Agreement Type, Payment Method,
Enrollment Fee, Cycle Fee, Sold AT Club, Valid CreditCard
Additional Columns: Agreement Start, Agreement Status, Barcode, Billing Months, CheckInNote, Club Name, Collect Freq,
Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin, Final Bill Date, First
Bill Date, FirstName, Head, HomeAddress(1-4),HomeTelNo, InHardCount, IsFrozen, Joined, Last Payment, Last Use Date,
Last Visit, LastName, MaritalStatus, Medical Allergies, Medical conditions, Medical Disabilities, Medical Immunisations,
Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, ObligationDate,
Occupation, Outstanding, Paid Date, PostalCode, Price Type, Renewal Months, RenewalDate, Salutation, Source,
SourceMember, Terminated, TerminatedReason, Terms Exist, Title, Usage Months, WorkTelNo

7. AGREEMENT SUMMARY
This report provides a break down of all agreements by price type and payment method. It also shows the number of
members on each agreement and income generated by that membership.
Found under: Standard > Analysis
Range options: Agreement, Agreement Status, Agreement Start Date, Price Type
Selection options: None available.
Default Columns: Columns not available to customise.

8. AGREEMENT WITHOUT ACCOUNTS


This report shows members who meet all of the following criteria:

Reports

the member has an active agreement in Membership Management;


the member is billed by Direct Debit (Agreement tab > Payment Information > Payment Type);
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Autobill is ticked (Agreement tab > Payment Information > Autobill);


the member has no active bank account (Account Details > Payment Information > Bank Details Active set to No.

Found under: Standard > Member Billing/Payment ? Member Accounts > Current DD Payers
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, Member Status, Frequency, Final Bill Date
Default Columns: Home Club, Member No, Membership, Amount, Collect Freq, Next Bill Date, Final Bill Date, Account No,
Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote, Club
Name, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, First Bill Date, FirstName, Gender GLAccount, Head, Home Address(1-4), HomeTelNo, InHardCount, IsFrozen,
Joined, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, ObligationDate,
Occupation, Outstanding, Payment Method, PostalCode, Price Type, Renewal Months, RenewalDate, Salutation, Signer
Member No, Sold At Club, Source SourceMember, Terminated, TerminationReason, Title, Usage Months, WorkTelNo

9. APPOINTMENTS ANALYSIS
Found under: Standard > Sales Reports > Aggregate
Range options: Report Date
Selection options: None available.
Default Columns: Name, Club Name, Appointment1stSet, AppointmentRescheduleSet, AppointmentBeBackSet,
TotalAppsSetYesterday, Appointment1st, AppointmentReschedule, AppointmentBeBack, TotalAppsToday,
Appointment1stHeld, AppointmentBeBackHeld, TotalAppsHeldYesterday, Appointment1stSetMTD,
AppointmentRescheduleSetMTD, AppointmentsBeBackSetMTD, TotalAppsSetMTD, Appointment1stHeldMTD,
AppointmentBeBackHeldMTD, TotalAppsHeldMTD
Additional Columns: None available.

10. BANK ACCOUNT USAGE


This report gives a list of members who have the same bank details as another member. The report will show the account
details and the number of uses.
Found under: Standard > Audit
Range options: None available
Selection options: Account Number, Sort Code, Member Name, Account Name, No. of Usages
Default Columns: Home Club, Name, eMail, Member, Account Number, Sort Code, Account Name, Number of Usages
Additional Columns: None available.

11. BANKINGS
Found under: Standard > Financial

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Range options: None


Selection options: Lift Date
Default Columns: Date, Slip Number, Seal Number, Value, Note
Additional Columns: None available.

12. BLOCK BOOKING DATES


This report shows the start and end dates of recurring block bookings in the given range.
Found under: Standard > Bookings > Block Bookings
Range options: Booking Date, First Session In Recurrence, Last Session In Recurrence, First Booked in Recurrence, Last
Booked In Recurrence
Selection options: None available
Default Columns: Club Name, Activity, Location, Booking Date, Member Number, First Name, Last Name, First Session In
Recurrence, Last Session in Recurrence, Number of Recurrences, First Session in Recurrence Still Scheduled, Last Session
In Recurrence Still Scheduled, Email, Home Address (1-4), Postcode, Home Telephone number, Mobile Telephone
Number, Work Telephone Number
Additional Columns: None available.

13. BOLT-ON SERVICES REPORT


Shows members with bolt-ons, and which bolt-on is in use.
Found under: Standard > Member Billing/Payment
Range options: None available.
Selection options: Start Date, Agreement, Payment Method, Bolt-On Service, Agreement Status, End Date, Bolt-On
Charge
Default Columns: Home Club, Signer Member No, Member Number, Name, Agreement Status, Agreement, Payment
Method, Bolt-On Service, Start Date, End Date, Bolt-On Charge, ItemNo, Termination Date.
Additional Columns: None available.

14. BOOKING DATA DUMP


Shows all bookings for the given range (includes block bookings, classes and ad hoc bookings).
Found under: Standard > Analysis
Range options: Report Date (includes all date options).
Selection options: Activity, Instructor, Location.
Default Columns: Trans No, Club Name, Name, Member No, DATE, Week Day, Reservation Name, Resource Price,
Member Price, Instructor, Location, Status, Paid, ID, BillingId.
Additional Columns: None available.
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15. CASH LIFT REPORT


Shows all shifts that have been opened.
Useful for:

Confirming a shift was opened;


Checking who lifted and verified the shift;
Seeing overall variances.

Found under: Standard > POS reports.


Range options: Date (includes all date options).
Selection options: Shift Status, Lift Min Value, Lift Max Value, Variance Min Value, Variance Max Value, Adjustment Min
Value, Adjustment Max Value.
Default columns: Club Name, Shift, Reconciled, Lift Date/Time, Lift Amount, Variance, Adjustment, Reason, Shift Closer,
Lift Verifier.
Additional columns: None available.

16. CATEGORY SUMMARY REPORT


Provides breakdown of income. Please note credit notes are not taken in to account on this report.
Found under: Standard > POS reports
Range options: Date From to Date to.
Selection options: Shifts, Register, Username
Default Columns: Columns not available to customise.

17. CLASS UPTAKE RATE


This report shows the rate at which activities are being booked out after becoming available.
Found under: Standard > Bookings > Uptake Activity
Range options: Class Date
Selection options: None
Default Columns: Club Name, Class Description, Class Date, Earliest Booking Date, First Booking, Capacity, Number
Booking Within 1 Minute, % Utilization Within 1 Minute, Number Booking Within 5 Minutes, % Utilization Within 5
Minutes, Number Booking Within 10 Minutes, % Utilization Within 10 Minutes, Number Booking Within 30 Minutes, %
Utilization Within 30 Minutes, Class First Reached Capacity, Total Bookings, Number Created Online, First Booking By
Additional Columns: None available

18. CLASS UTILIZATION


This report gives information on classes in the given range.
Useful for:

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Checking popularity of a class;


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Checking income received from a specific class.

Found under: Standard > Bookings


Range options: Date From to Date to.
Selection options: None available.
Default Columns: Club Name, Class Description, Date, Day, Time, Teacher , Capacity, Actual, Spaces, % Utilization, Actual
Income, Outstanding Income.
Additional Columns: None available.
Please note: Teachers will not show under the Teacher column unless they are set as Active and Bookable in Bookings >>
Resource Details.

19. CLUB APPOINTMENTS ANALYSIS


Found under: Standard > Sales Reports > Aggregate
Range options: Report Date (includes all date options)
Selection options: None available
Default Columns: Name, Club Name, Appointment1stSet, AppointmentRescheduleSet, AppointmentBeBackSet,
TotalAppsSetYesterday, Appointment1st, AppointmentReschedule, AppointmentBeBack, TotalAppsToday,
Appointment1stHeld, Appointment2ndPlusHeld, TotalAppsHeldYesterday, Appointment1stSetMTD,
AppointmentRescheduleSetMTD, AppointmentsBeBackSetMTD, TotalAppsSetMTD, Appointment1stHeldMTD,
Appointment2ndPlusHeldMTD, TotalAppsHeldMTD
Additional Columns: None available.

20. CLUB EVENT LOG


Covers everything Legend classes as an Event
Useful for:

Finding all members with a specific event (e.g. a booking ban was imposed);
Run against the event code CHDRAWOPEN to see when members of staff have opened the cash drawer (needs
to be run against member of staffs homeclub, as set in MM).

Found under: Standard > Member Activity > Member Events > Club Events
Range options: Membership Type, Severity, Event Created Date (includes all date options).
Selection options: Event Category, Event Resolved Date, Event Club, Event Code, Member No, First Name, Gender, Age,
Username, Contracted Agreement, Telephone, Post, Email, Text.
Default Columns: Home Club, Member No, Name, Membership, Event Description, Event Created Date, Event Resolved
Date, UserName, HomeTelNo, Terms Exist, Telephone, Post, Email, Text.
Additional Columns: Notes, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote,
Club Name, Cycle Fees, DOB, eMail, Emergency Contact Number, Emergency Contact Person, Employer, Enrolment Fee,
Ethnic Origin, EventCode, Final Bill Date, First Bill Date, FirstName, Gender, Head, HomeAddress(1-4), InHardCount,
IsFrozen, Joined, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date,
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ObligationDate, Occupation, Outstanding, Payment Method, PostalCode, Price Type, Renewal Months, RenewalDate,
Salutation, Signer Member No, Sold At Club, Source, SourceMember, Terminated, TerminatedReason, Title, Usage
Months, WorkTelNo

21. CORPORATE AGREEMENTS


Found under: Standard > Memberships > Member Agreements Report > Corporate Agreements
Range options: Membership Type, Agreement Types
Selection options: Member Status, Agreement Status, First Name, Billing Method, Marketing Source, Agreement Start
Date, Renewal Date, Termination Date, Next Bill Date, Last Use Date, Sold At Club, Auto Payer
Default Columns: Home Club, Signer Member No, Member No, Name, Gender, Membership, Agreement Type, Payment
Method, Enrolment Fee, Cycle Fee, Sold At Club
Additional Columns: Agreement Start, Agreement Status, Barcode, Billing Months, CheckInNote, Club Name, Collect Freq,
Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin, Final Bill Date, First
Bill Date, FirstName, Head, HomeAddress(1-4), HomeTelNo, InHardCount, IsFrozen, Joined, Last Payment, Last Use Date,
Last Visit, LastName, MaritalStatus, Medical Allergies, Medical conditions, Medical Disabilities, Medical Immunisations,
Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, ObligationDate,
Occupation, Outstanding, Paid Date, PostalCode, Price Type, Renewal Months, RenewalDate, Salutation, Source,
SourceMember, Terminated, TerminatedReason, Terms Exist, Title, Usage Months, WorkTelNo

22. CORPORATE BOOKINGS


Shows all corporate bookings made in a given range.
Found under: Standard > Bookings
Range options: Date From to Date To.
Selection options: Alt Code.
Default Columns: Alt Code, Corporate Name, Activity Ref, Occurrence, Activity, Display Date, Status, Collect Freq, Start
Date, Sessions.
Additional Columns: None available.

23. COURSE ATTENDEES


Shows all members booked on to the course and if they have paid. Start and end dates need to match those in Bookings.
The report can only be run for one course at a time.
Useful for:

Giving to instructor to identify members who havent paid;


Identifying members on the course who have medical issues (medical details column is a default).

Found under: Standard > Bookings


Range options: Course Start Date to Course End Date (both only available as Exact).
Selection options: Course Name, Attendee Status.
Default Columns: Name, Member No, DOB, Awards, Medical Details, Mobile, HomeTelNo, WorkTelNo, Membership,
Paid, Status, CourseDates, Teacher Name, Total Sessions
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Additional Columns: None available.

24. COURSE ATTENDEES MERGE REPORT


Gives details of course attendees. The report can be run for multiple courses at the same time.
Useful for:

Targeting members who have enrolled on several courses for marketing purposes.

Found under: Standard > Bookings


Range options: Course Start Date to Course End Date (includes all date options).
Selection options: Course Name, Subtype, Course Attendee Status
Default Columns: CourseName, MainCategory, Sub Category, Time, SubType, Member No, Name, Membership, DOB,
HomeAddress(1-4), PostalCode, HomeTelNo, Mobile, WorkTelNo, Instructor
Additional Columns: None available.

25. COURSE CONTRACT DEBTORS LIST


Found under: Standard > Bookings > Course Reports
Range options: Report Date (exact only).
Selection options: None available.
Default columns: Region, Site, Total Debt, Due 0 to 30, Due 31 to 60, Due 61 to 90, Due Over 90.
Additional columns: None available

26. COURSE DEBTORS LIST


Found under: Standard > Bookings > Course Reports
Range options: Course Start Date, Course End Date
Selection options: None available.
Default columns: Course SubType, CourseName, Member Name, Member Number, Parent, Amount outstanding, Date
Booked, Teacher, Home TelNo, Work TelNo, Mobile.
Additional columns: None available

27. COURSE DETAIL


Shows all members booked on courses. Gives details about members, course income and course uptake.
Found under: Standard > Bookings > Course Reports
Range options: None available

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Selection options: Course Start Date, Course Start End Date, Course Type, Course Sub Type
Default Columns: Booking Club, Home Club, Name, Title, FirstName, LastName, Member No, Gender, DOB, Payment
Method, Agreement, Price Type, eMail, Ethnic Origin, Address1, Address2, City, County, POstalCode, Home Phone, Work
Phone, Mobile Phone, Head, Joined, Terminated, Last Visit, MainCategory, Sub Category, CourseName, CourseTerm,
Instructor, CourseStartDate, CourseEndDate, Capacity, Attendees, % Utilization, PricePerSession, PricePaidPerSession,
Yield, PaymentMedia, Total Sessions, BookedSessions, Income
Additional Columns: None available.

28. COURSE INCOME


Found under: Standard > Bookings > Course Reports
Range options: Date Raised (all date options available)
Selection options: Main Category, Sub Category
Default Columns: Course Club, Accounting No, Date Raised, Course Name, Main Category, Sub Category, Course Start
Date, Course End Date, GL Account, GL Description, Amount, Line Type
Additional Columns: Cash, Paid Cheque, Paid Card, Pard Voucher, Accoun, Paid Other, Paid Credit Note

29. COURSE INCOME - MEMBER


Found under: Standard > Bookings > Course Reports
Range options: Date Raised (all date options available)
Selection options: Main Category, Sub Category
Default Columns: Course Club, Accounting No, Member Number, First Name, Last Name, Date Raiused, Course Name,
Main Category, Sub Category, Course Start Date, Course End Date, GL Account, GL Description, Amount, Tender, Line
Type.
Additional Columns: Age, Home Club, DOB, Date/Time Raised, eMail, Enrollment Type, Membership Status, Course Term,
Emergency Contact No, Emergency Contact Person, Ethnic Orgin, Home Address (1-4), Postal Code, Home Telephone,
Work Telephone, Mobilee, Membership, Price Type, Paid Cash, Paid Cheque, Paid Card, Paid Voucher, Paid Account, Paid
Other, Paid Credit Note, Username

30. COURSE RE-ENROLLMENT


Found under: Standard > Bookings > Course Reports
Range options: None available
Selection options: Old Term, New Term
Default Columns: Member Name, Course Name, Day, Time, Teacher, Home Tel No, Mobile, eMail
Additional Columns: None available.

31. CREDIT NOTES


Found under: Standard > POS Reports

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Range options: Membership Type, Member Status, Postcode, Credit Note Remaining, Credit Note Issued, Activity
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default columns: Club Name, First Name, Last Name, Member Number, Membership, Price Type, Credit Note Type, Credit
Note Issued, Created By, Value, Remaining, Activity, Scheduled Date, GL Account, Reason
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Cycle
Fees, DOB, email, Emergency Contact Number, Emergency Contact Person, Employer, Enrollment Fee, Ethnic Origin, Final
Bill Date, First Bill Date, Gender, Head, Home Address (1-4), Home Telephone Number, In Hard Count, Is Frozen, Joined,
Last Visit, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Number, Member Status, Mobile, Name, Next Bill Date, Obligation
Date, Occupation, Outstanding, Payment Method, Postal Code, Renewal Months, Renewal Date, Salutation, Signer
Member Number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months, Work
Telephone Number.

32. CRM ACTIVITY


Found under: Standard > Sales Reports > Aggregate
Range options: None available
Selection options: Created (exact date only)
Default columns: Club Name, Activity Oerson, 1 31, Total
Additional columns: None available.

33. CRM RISK CONFIGURATION


This report shows the current risk configuration.
Found under: Standard > Configuration > CRM Configuration
Range options: None available
Selection: None available
Default columns: Risk Rules, Risk Score Amount
Additional columns: None available

34. CRM TASKS


Found under: Standard > CRM
Range options: Membership Tyoe, Member Status, Task Scheduled For, Task Completed Date, Task Type, Task Sub Type,
Task Status, Task Category, Scheduled By, Scheduled For
Selection options: None available
Default columns: Club Name, Member Number, First Name, Last Name, Email, Date of Birth, Joined, Risk Score, Risk Score
at Task Creation, Membership, Price Type, Home Tel no, Mobile Tel no, Work Tel No, Home address (1-4), Postcode, Task
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Scheduled On, Task Completed Date, Task Scheduled For, Task Duration, Subject, Task Result, Task Type, Task Sub Type,
Task Status, Task Category, Task Scheduled By Login, Task Scheduled By Name, Task Scheduled For Login, Task Scheduled
For Name
Additional Columns: None available.

35. CURRENT HEAD MEMBERS


This report shows all members who are currently head members (i.e not a linked or add-on member).
Found under: Standard > Memberships > Member List Report > Member Links
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default Columns: Club Name, Member No, Barcode, Name, Gender, Membership, Head, Joined, Terminated
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, CheckInNote, Cycle Fees,
DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrollment Fee, Ethnic Origin, Final Bill Date,
First Bill Date, FirstName, Home Address (1-4), Home Tel No, In Hard Count, Is Frozen, Last Payment, Last Visit, Last Name,
Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility,
Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation,
Outstanding, Payment Method, Postal Code, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member No,
Sold At Club, Source, Source Member, Termination Reason, Terms Exist, Title, Usage Months, Work Tel No.

36. CURRENT NON-HEAD MEMBERS


This report shows all members who are either linked to or an add-on off a head membership.
Found under: Standard > Memberships > Member List Report > Member Links
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default Columns: Club Name, Member No, Barcode, Name, Gender, Head, Joined, Terminated, Membership
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, CheckInNote, Cycle Fees,
DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrollment Fee, Ethnic Origin, Final Bill Date,
First Bill Date, FirstName, Home Address (1-4), Home Tel No, In Hard Count, Is Frozen, Last Payment, Last Visit, Last Name,
Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility,
Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation,
Outstanding, Payment Method, Postal Code, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member No,
Sold At Club, Source, Source Member, Termination Reason, Terms Exist, Title, Usage Months, Work Tel No.

37. DD COLLECTION
Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Membership Type, Next Bill Date, Join Date
Selection options: BACS Code, Contracted Agreement

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Default columns: Home Club, Member Number, Membership, Substype, Subsfee, BACS Code Type, Preferred Day For DD
Payments, Secondary Spend, Bolt On Services, Collect All, Terms Exist, Bolt On Services Name
Additional columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Collect Frequency, Corporate, Corporate Type, Current Year of Study, Cycle Fees, Date of Birth, email address,
Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill
Date, First Name, Gender, GLAccount, Head, Home Address (1-4), Home Telephone, In Hard Count, Is Frozen, Joined, Last
Payment, Last Use Date, Last Visit, Last Name, Marital Status, Matriculation Date, Medicial Allergies, Medical Conditions,
Medical Disabilities, Medicial Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status,
Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postal Code, Price
Type, Renewal Months, Renewal Date, Saultation, Signer Member Number, Sold At Club, Source, Source Member,
Terminated, Termination Reason, Title, Usage Months, Work Telephone number

38. DD PAYMENTS THIS MONTH


Shows members who have paid their DD this month (either by DD or at the club).
Useful for:

Filtering members whose DD was rejected, but have later paid at the club (by adding the GL Account Code for DD
rejections in Selection).

Found under: Standard > Member Billing/Payment > Member Payments > Automatic Payments
Range options: Membership Type, Paid Date.
Selection options: Termination Date, Billing Method, Paid At Club, Membership Price Type, GL Account Code
Default Columns: Home Club, Member No, Name, POS Payment Method, Amount, Membership, Price Type, Status.
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote, Club
Name, Cycle Fees, DOB, eMail, Emergency Contact Number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, Final Bill Date, First Bill Date, FirstName, Gender, GLAccount, Head, Home Address (lines 1-4), Home Telephone, In
Hard Count, Is Frozen, Joined, , Last Visit, LastName, Marital Status, Medical Allergies, Medical Conditions, Medical
Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile,
Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Payment Method, PostalCode, Renewal Months,
Renewal Date, Saultation, Signer Member No, Sold At Club, Source, Source Member, Terminated, TerminationReason,
Title, Usage Months, WorkTelNo

39. DAILY BOOKINGS


This report can only be run for a specific day, and a single specific resource.
Found under: Standard > Bookings
Range options: Report Date (exact date only), Resource
Selection options: None available.
Default Columns: Time, Activity, Duration, Member Number, Name, Sector, Notes.
Additional Columns: None available.

40. DEBTORS OUTSTANDING


Debtors outstanding is a range report and shows all debts from the specified range.

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Found under: Standard > Member Billing/Payment > Member Payments > Aged Debtors
Range options: Transaction Date (includes all date options).
Selection options: Price Type, Membership Type, Booking Date
Default Columns: Mem Number, Name, Trans Date & Time, Description, Outstanding, Comments, Contact (h), Mobile,
Contact (w), Membership
Additional Columns: None available.

41. DEFERRED INCOME


Found under: Standard > Analysis
Range options: Report Date (exact date only)
Selection options: None available
Default Columns: Member No, Name, Agreement, Start Date, End Date, Total Days, Total Days Let, Total Paid Incl VAT,
Total Paid (Net), Daily Rate (Net), Prepaid as at report date
Additional Columns: None available

42. E5 CENTRE INCOME


Found under: Standard > Financial > E5 Reports
Range options: Report Date (all date options available)
Selection options: None available.
Default Columns: Date, Site, Nominal, Subcode, Description, Ex VAT, VAT, Inc VAT, VAT Rate, Big Bag Slip No, Ordering
Additional Columns: None available

43. E5 ONLINE INCOME


Found under: Standard > Financial > E5 Reports
Range options: Report Date (all date options available)
Selection options: None available.
Default Columns: Date, Site, Nominal, Subcode, Description, Ex VAT, VAT, Inc VAT, VAT Rate, Ordering
Additional Columns: None available

44. ENTERPRISE APPOINTMENTS ANALYSIS


Found under: Standard > Sales Reports > Agreegate
Range options: Report Date (all date options available)
Selection options: None available.
Default Columns: Name, Club Name, Appointment 1st Set, Appointment Reschedule Set, Appointment Be Back Set, Total
Appointments Set Yesterday, Appointment 1st, Appointment Reschedule, Appointment Be Back, Total Appointments
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Today, Appointment 1st Held, Appointment Be Back Held, Total Appointments Yesterday, Appointment 1 st Set MTD,
Appointment Reschedule Set Month to Date, Appointments Reschedule Set Month to Date, Appointment Be Back Set
Month To Date, Total Appointments Set Month to Date, Appointment 1 st Held Month to Date, Appointment Be Back Held
Month to Date, Total Appointments Held Month to Date.
Additional Columns: None available

45. ENTERPRISE INVENTORY LIST


This report gives a list of inventory items at all levels and their configuration.
Found under: Standard > Configuration > Inventory
Range options: Created Date
Selection options: Inventory, Main Category, Item Type, Gl Account
Default Columns: Inventory, Inventory Description, Inventory Scope, Inventory Scope Name, Active Date, Inactive Date,
Main Category Short Description, Main Category Description, Sub Category Short Description, Sub Category Description,
Tax Rate, Item Type, GL Account, GL Account Description, Ask For Selling Price, Ask For Member, Print Receipt, Voucher
Linked To, Age Check, Age From, Age To, Gender Restriction, Inventory Date Created, User Created By, Inventory Last
Updated, User Last Updated By
Additional Columns: None available

46. ENTERPRISE SALES ACTIVITY


Found under: Standard > Sales Reports > Agreegate
Range options: Report Date (all date options available)
Selection options: None available.
Default Columns: Club Name, Name, Prospects, Prospects Month to Date, Total Contacts, Month to Date, Appointments
Set, Month to Date, % A vs C, Month to Date, Appointments Scheduled (1-3), Appointments Held, Month to Date, %
Appointments Held vs Appointments Set, Month to Date %, Referrals, Referrals Month to Date, Heads, Heads Month to
Date, Joints, Joints Month to Date, Add ons, Add ons Month to Date, Total Sales, Total Sales Month to Date, Pending
Sales, Pending Sales Month to Date, Closing %, Month to Date, Total Contacts, Appointments Set, Month to Date, Month
to Date, Appointmentsd0, Appointments Held, Appointments Month to Date, Month to Date, Appointments Held, Total
Sales, Month to Date, Total Sales Month to Date.
Additional Columns: None available

47. HOME CLUB USAGE


Shows each member that has visited the club in the given range. Member will show once for every time they have visited
the club. The report picks up if the member has visited based on the Member Swipe in FOH event. The report only keeps
date for the last 2 months, data older than this will be lost, giving No Records Found message.
Useful for:

Monitoring Staff swipes (select Staff under Membership Type).

Found under: Standard > Member Activity > Member Usage


Range options: Membership type, Home club, Visit date (includes all date options).
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Selection options: Member number (required field), First Name, Gender, Age, Entry.
Default Columns: Member number, Name, Visited Date, Entry, Reason
Additional Columns:Risk, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote,
Club Name, Club Visited, Collect Frequency, Cycle Fees, DOB, eMail (full address), Emergency Contact Number (full
number) Emergency Contact Person, Employer, Enrollment Fee, Ethnic Origin, Final Bill Date, First Bill Date, FirstName,
Gender, Head, Home Club, Home Address (lines 1-4), Home Telephone (full number), In Hard Count (Y/N), Is Frozen,
Joined, Last Payment, Last Use Date, Last Visit, LastName, Marital Status, Medical Allergies, Medical Conditions, Medical
Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Membership,
Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, PostalCode,
Pricetype, Renewal Months, Renewal Date, Saultation, Signer Member No,Sold At Club, Source, Source Member,
Terminated, TerminationReason, Terms Exist, Title, Usage Months, WorkTelNo

48. HOME CLUB USAGE BY MEMBER


Lists members visits to home club. This can only be run for one member at a time and the member number is required.
Found under: Standard > Analysis.
Range options: Membership type, Home club, Visit date (includes all date options).
Selection options: Member number (required field), First Name, Gender, Age, Entry.
Default Columns: Member number, Name, Visited Date, Entry, Reason
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote, Club
Name, Club Visited, Collect Frequency, Cycle Fees, DOBN email (full address), Emergency Contact Number (full number)
Emergency Contact Person, Employer, Enrollment Fee, Ethnic Origin, Final Bill Date, First Bill Date, FirstName, Gender,
Head, Home Club, Home Address (lines 1-4), Home Telephone (full number), In Hard Count (Y/N), Is Frozen, Joined, Last
Payment, Last Use Date, Last Visit, LastName, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Membership, Mobile,
Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, PostalCode, Pricetype,
Renewal Months, Renewal Date, Saultation, Signer Member No,Sold At Club, Source, Source Member, Terminated,
TerminationReason, Terms Exist, Title, Usage Months, WorkTelNo

49. HISTORICAL CATEGORY SUMMARY


Found under: Standard >> POS Reports
Range options: Transaction date (includes all date options).
Selection options: Status, Main Category, Sub Category, Inventory, GL Account, Transaction Location
Default columns: Columns not available to customise.

50. HISTORICAL TRANSACTION DETAIL


Found under: Standard >> POS Reports
Range options: Transaction date (includes all date options), Status, Main Category, Sub Category, Inventory, GL Account,
Transaction Location, Online Payment Handler
Selection options: Payer Membership Type, Payer Price Type, Buyer Membership Type, Buyer Price Type
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Default columns: Trans No, Sale Date, Transaction Location, Member No, Member Name, Member No Paid For, Member
Name Paid For, Salesperson, Main Category, Sub Category, Inventory Description, Quantity, Retail, Discount, Selling,
Total, Income Amount, Status, Tender Type, Register, Cost Centre, Cost Centre Description
Please Note: For an amount to be recorded in the Is Income column the tender must have is included in income
reports checked in Control Panel >> Data >> Inventory/POS >> Configure Tenders.
Additional columns: GL Account, Subcode, GL Account Description, Sold At Club, Sold At Club Prefix, Sold At Accounting
No, Net, Tax, Membership, Price Type, Home Phone, Mobile Phone, Work Phone, Home Address (1-4), Postcode, Email,
DOB, Age, Home Club, Ethnic Origin, Gender, Member Paid For Membership, Member Paid For Price Type, Member Paid
For Postal Code, Member Paid for DOB, Member Paid for Age, Member Paid For Home Club, Member Paid For Ethnic
Origin, Member Paid for Gender, Authorising User (Tran), Authorising User (Disc), Billing ID, Club For, Payment Handler,
Card Scheme, At Sale Risk Score, Current Risk Score, Joined Date

51. INCOME JOURNAL


Breakdown of Income by GL code. The Income Journal report can only take in to account items linked to GL codes.
Found under: Financial
Range options: Date From to Date to. Online OR Inclub option.
Selection options: None available
Default columns: CostCentre, Code, Description, Total, VAT, Net
Additional columns: None available.

52. INCOME JOURNAL DETAIL


Breakdown of Income by GL code. The Income Journal report can only take in to account items linked to GL codes.
Found under: Financial
Range options: Date (all options included), Online/In Club
Selection options: None available
Default columns: CostCentre, Code, Description, Inventory, Agreement, Quantity, Total, VAT, Net
Additional columns: None available.

53. INVENTORY DISCOUNT CONFIGURATION


Breaks down all discount set within Inventory Management.
Found under: Standard > Configuration > Inventory > Inventory Discount Configuration
Range options: None available.
Selection options: None available

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Default columns: Agreement, Agreement Price, Billing Cycle, Inventory, Inventory Description, Discount Name, Selling
period, Scope, Scope Name, Club Group, Auto Apply, InvenotryDiscountID, InventoryID, RefAgreementID,
RefAgreementPriceID, RefDiscountTypeID, SellingPeriodId, Priority, SourceIID, AutoApplyID, Inactive Date, Active Date.
Additional columns: None available.

54. INVENTORY HOURLY USAGE


This report shows sales of all selected inventory items with the number sold per hour as a total. This includes online sales.
Found under: Standard > POS Reports > Analysis
Range options: Sale Date, Inventory
Selection options: None available
Default columns: Club Name, Day of Week, Sale Date, Start Time, End Time, Total Sales
Additional columns: None available

55. INVENTORY ITEM HOURLY SALES


This report shows sales of all seleted inventory items by hour of the day. The Inventory Main Category Hourly Sales and
Inventory Sub Category Hourly Sales reports work in a similar way, but grouped by either Main or Sub Category.
Found under: Standard > POS Reports > Analysis
Range options: Sale Date, Main Category, Sub Category, Inventory
Selection options: None available
Default columns: Club Name, Sale Category, Main Category, Sub Category, Inventory Item, Inventory Description, hours
of the day (00-01 23-24)
Additional columns: None available.

56. JOINED THIS WEEK/MONTH/YEAR


Shows members who have joined in the specified range.
Useful for:

Targeting new members for marketing;


Finding the current most popular membership type;
Checking uptake of memberships.

Found under: Standard > Memberships > Member List Report > Member Enrollments
Range options: Membership Type, Member Status, Post Code.
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date.
Default columns: Club Name, Member No, Barcode, Name, Gender, Membership, Head, Joined, Terminated, Preferred
Day for DD Payments

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Additional columns: Member Status, Captured from Sales, Agreement Start, Agreement Status, Agreement Type, Billing
Months, CheckInNote, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrolment
Fee, Ethnic Origin, Final Bill Date, First Bill Date, FirstName, HomeAddress(1-4) HomeTelNo, InHardCount, IsFrozen, Last
Visit, LastName, MaritalStatus, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations,
Member Eligibilty, Member Goals, Member Interests, Mobile, name, Next Bill Date, ObligationDate, Occupation,
Outstanding, Payment Method, PostqalCode, Price Type, Renewal Months, RenewalDate, Salutation, Signer Member No,
Sold At Club, Source, SourceMember, TeminationReason, Title, Usage Months, WorkTelNo

57. KIOSK ACTIVITY SUMMARY


This report shows bookings made at kiosks in the given time frame. Fast access and standard bookings are included.
Found under: Standard > Bookings > Kiosk
Range options: Visit Date
Selection options: Usage Type, Activity, Inventory
Default columns: Club Name, Kiosk, Visited Date, Usage Type, Usage Name, Total Count
Additional columns: None available

58. KIOSK USAGE DETAIL


Found under: Standard > Bookings > Kiosk
Range options: Visit Date
Selection options: Agreement Type, Price Type, Member Number, Usage Type
Default columns: Club Name, Kiosk, Visited Date, Usage Name, Usage Type, Member Number, Member Name,
Agreemetn Price Type
Additional columns: None available
Additional columns: None available

59. KIOSK USAGE SUMMARY


This report shows the number of times a kiosk has been used per hour in the given time frame.
Found under: Standard > Bookings > Kiosk
Range options: Visit Date
Selection options: Usage Type, Activity, Inventory
Default columns: Club Name, Kiosk, Visit Date, Times (00-01 23-00)
Additional columns: None available

60. LOW USAGE REPORT


Shows members who have used the centre less than the specified number of times.

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Suggested use:

Target members for marketing/promotions.

Found under: Standard > Analysis


Range options: Member Status, Membership Type
Selection options: Report date (includes all date options), Max Usages, Member Start Date
Default columns: Member Number, Name, Club Name, Status, Start Date, Agreement, Agreement Price, Last Visit, No. of
Usages, Email, Home Tel No, Mobile Tel No, Work Tel No, Home Address (1-4), Postcode
Additional columns: None available

61. MANUAL CASH DRAWER OPEN DETAIL


Found under: Standard > POS Reports > Cash Drawer
Range options: Drawer Opened Time, Salesperson
Selection options: None available
Default columns: Club Name, Opened Time, Salesperson, FirstName, LastName, Register
Additional columns: None available

62. MANUAL CASH DRAWER OPEN SUMMARY


Found under: Standard > POST Reports > Cash Drawer
Range options: Date (includes all date options)
Selection options: None available
Default columns: Club Name, Date, Timeslots (hourly from 00-01, to 23-24), Total
Additional columns:

63. MEMBER 12 MONTH USAGE


This will show you the number of visits each member has made per month over the last year.
Useful for:

Finding the members who have used the centre least/most per month.
By adding a joined date in selection, can track the usage of new members.

Found under: Standard > Analysis


Range options: Report Date (includes all date options), Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Average Monthly Usage.
Default columns: Member No, Name, Joined, Month(0-12)
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Additional columns: Club Name, DOB, Gender, PostalCode, Price Type, Ethnic Origin, Medical Disabilities, Employer

64. MEMBER ATTENDANCE


This will show you the number of booking each member has ever made/attended. The member will show once in the
report for every booking they have made in the selected range (if the range is set to this week and the member has
booked 3 classes this week they will show on 3 separate lines in the report).
Found under: Standard > Bookings
Range options: Booking Date (includes all date options).
Selection options: First Name, Gender, Age, Joined Date, Member No.
Default columns: Club Name, Member No, Name, Booking, Date Booked, Time, Status, No. of Bookings Made, No. of
Bookings Attended, No. of Bookings Not Attended.
Additional columns: None available.

65. MEMBER BOOKING NUMBER


This report shows the total number of bookings members have made, attended, cancelled etc. in the given time frame.
Found under: Standard > Bookings
Range options: Member Status, Membership Type, Booking Location
Selection options: Booking Date
Default columns: Member Number, First Name, Last Name, Email, Club Name, Status, State Date, Agreement, Agreement
Price, Home Telephone Number, Mobile Telephone Number, Work Telephone Number, Home Address (1-4), Postcode,
Number of Bookings, Number of Bookings Cancelled, Number of Bookings Attended, Number of Bookings Booked,
Number of Bookings Not-Attended, Number of Bookings Attendance Overridden
Additional columns: None available

66. MEMBER FREEZE REPORT


Shows all Freeze records.
Useful for:

Seeing freezes that will come in to affect in the future;


Seeing past freezes;
Checking if users are preventing access to the centre when freezing (by adding Prevent Access column);
Finding most commonly used freeze types.

Found under: Standard > Memberships > Member List Report


Range options: Freeze StartDate, Freeze EndDate, Freeze Agreement
Selection options: Membership Type, Member Status, Billing Method, Agreement Type, Member Start Date, Joined Date,
Obligation Date, Renewal Date, Termination Date.
Default columns: Club Name, Member No, Head, Membership, ref Freeze, Freeze Type, Freeze Reason, Freeze Fee,
Freeze Active, Freeze Start, Freeze End
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Additional columns: Name, Joined, Cycle Fee, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing
Months, CheckInNote, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrolment
Fee, Ethnic Origin, Final Bill Date, First Bill Date, FirstName, Gender, Home Address (1-4) HomeTelNo, InHardCount,
IsFrozen, Last Visit, LastName, MaritalStatus, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date,
ObligationDate, Occupation, Outstanding, Payment Method, PostalCode, PreventAccess, Pricfe Type, Renewal Months,
REnewalDate, Salutation, Signer Member No, Sold At Club, Source SourceMember, Terminated, TerminationReason, Title,
Usage Months, WorkTelNo

67. MEMBER LIST


Found under: Standard > Analysis
Range options: Membership Type, Member Status, Post Code
Selection options: Joined Date, Obligation Date, Renewal Date, Termination Date, PARQ Form, First Name, Billing
Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date
Default columns: Club Name, Member No, Name, Head, Joined, Terminated, Employer, Cycle Fees
Additional columns: Barcode, Gender membership, Salesperson Name, DOB, eMail, HomeAddress(1-4) HomeTelNo,
Name, ObligationDate, PostalCode, TerminationReason, WorkTelNo.

68. MEMBER OVERRIDDEN ENTRIES


This report records all overridden entries (when a member does not have access to the club and the user clicks Allow
Entry in Front of House).
Found under: Standard > Member Activity > Member Usage
Range options: Visit Date (all date options), Home Club
Selection options: None available
Default columns: Member Number, First Name, Last Name, Visited Club, Visited Date, Access Override Reason, Access
Override Reason Text, Username, Users Full Name, Home Club, Email, Home Address (1-4), Postcode, Home Telephone
number, Mobile Telephone number, Work Telephone number
Additional columns: None available

69. MEMBER STATUS


Breaks down all membership types by status. Needs to be run for a specific date, otherwise report will aggregate from
the first date chosen to the last date chosen.
Useful for:

Quick breakdown of current member numbers (totals and per membership).

Found under: Standard > Analysis


Range options: Membership Type, Report Date (includes all date options).
Selection options: None available.
Default columns: Membership, Active, Pending, Lapsed, Cancelled
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Additional columns: Club Name, Heads, Non Heads.

70. MONTHLY PATRONAGE SUMMARY BY MEMBER


Found under: Standard > Patronage
Range options: Report date (includes all date options).
Selection options: Agreement, Price Type
Default columns: Date, Month, Qtr, Year, Club Name, Group Name, Member Number, DOB, Age, Gender, Ethnic Origin,
Postcode, Employer, Medical Disabilities, Member Eligibility, SportEnglandEvent, Agreement, Price Type, Photo Exists,
Main Category, Sub Category, GLAccount, Total Patronage, Qty, Total, Tax
Additional columns: None available.

71. NEW STOCK


This report shows all new stock which has been added in the given range.
Found under: Standard > POS Reports > Stock Reports
Range options: Date Stock added (all date range options available)
Selection options: Inventory
Default Columns: Club Name, Timestamp, Inventory No, Inventory, Main Category, Sub Category, Current Stock Level,
Stock Amount Added, Entry Username
Additional Columns: None available

72. ONLINE BOOKINGS EXPORT REPORT


Shows all online bookings in a given range.
Useful for:

Seeing how many bookings were made using mobile devices.

Found under: Standard > Bookings


Range options: Activity date, Paid Date (both include all date options).
Selection options: Paid Status, Subscriber Status, Agreement Type, Payment Handler
Default columns: Booking Date, Guid, Club Name, Activity Date, Activity Name, Activity Time, Member Number, Member
Name, Agreement Name, Paid Amount, Paid Date, Code, Paid Status, Subscriber Status, Payment Method, Is Kiosk
Booking, UserAgent, ClientType, Payment Handler
Additional columns: None available

73. ONLINE PAYMENT


This report shows all online transactions greater than 0.00 and their transaction IDs.

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Found under: Standard > POS Reports


Range options: Report Date (includes all date options)
Selection options: None available
Default columns: Commidea Transaction ID, Legend Transaction ID, Date Processed, Amount
Additional columns: None available

74. ONLINE PAYMENT DETAIL


This report shows all online transactions greater than 0.00 in the given date range.
Found under: Standard > POS Reports
Range options: Report Date, Billing Source Type
Selection options: None available.
Default columns: Legend Transaction ID, Commidea Transaction ID, Club Name, Member Number, Name, Billing Source,
Billing Source Id, Inventory No, Amount.
Additional columns: Payment Method, Card Payment.

75. OVERALL PATRONAGE SUMMARY REPORT DAILY EXPORT


Found under: Standard > Patronage > Patronage Grouped
Range options: Date From to Date To.
Selection options: Agreement, Price Type
Default columns: Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage Assumption,
Total Patronage, VAT, Ex VAT, Total.
Additional columns: None available.

76. OVERALL PATRONAGE SUMMARY REPORT DAILY GROUPED


Found under: Standard > Patronage > Patronage Grouped
Range options: Date From to Date To.
Selection options: Agreement, Price Type
Default columns: Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage Assumption,
Total Patronage, VAT, Ex VAT, Total.
Additional columns: None available.

77. OVERALL PATRONAGE SUMMARY REPORT GROUPED


Found under: Standard > Patronage > Patronage Grouped

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Range options: Date From to Date To.


Selection options: Agreement, Price Type
Default columns: Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage Assumption,
Total Patronage, VAT, Ex VAT, Total.
Additional columns: None available.

78. OVERALL PATRONAGE SUMMARY REPORT GROUPED - EXPORT


Found under: Standard > Patronage > Patronage Grouped
Range options: Date From to Date To.
Selection options: Agreement, Price Type
Default columns: Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage Assumption,
Total Patronage, VAT, Ex VAT, Total.
Additional columns: None available.

79. OVERALL PATRONAGE SUMMARY REPORT - DAILY


Found under: Standard > Patronage
Range options: Date From to Date To.
Selection options: Agreement, Price Type
Default columns: Home Club, Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage
Assumption, Total Patronage, VAT, Ex VAT, Total.
Additional columns: None available.

80. OVERALL PATRONAGE SUMMARY REPORT - MTD


This report gives a breakdown of bookings and usage for each membership type and price. This report aggregates for a
whole month, if you enter a range that covers more than one month the report will pull the entire months figures for
each month in the range rather than just the figures from the specified start date to the end date (so for example
entering 30/09/13 01/11/13 would give results for the entirety of September, October and November).
Useful for:

Overall patronage figures;


Checking which activity is most popular with a certain membership;
Checking how much income an activity generates by membership type.

Found under: Standard > Patronage


Range options: Date From to Date To.
Selection options: Agreement, Price Type
Default columns: Home Club, Main Category, Sub Category, Inventory, Agreement Type, Price Type, Qty, Patronage
Assumption, Total Patronage, VAT, Ex VAT, Total.
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Additional columns: None available.

81. OVERS AND SHORTS


The Overs and Shorts report deals with all tender types other than those which have a short description of Account or
Credit Note.
Please note: in order for this report to function correctly shifts need to be cashed up on the day they are opened. Shifts
cashed up at a later date will show as being cashed up at 00:00 and as variances.
Found under: Financial
Range options: None available
Selection options: Report Date (includes all date options)
Default columns: Workstation, Shift, Tender, Times Lifted, Total Lifted, Total Processed, Unders Overs Transaction Count,
Notes
Additional columns: Online Payments, Online VAT, Online Net

82. PATRONAGE KPI SUMMARY REPORT - MTD


Found under: Standard > Patronage
Range options: Report Date (exact only).
Selection options: None available
Default columns: Patronage Category, Patronage Type.
Additional columns: None available.

83. PATRONAGE SUMMARY BY PRICE TYPE - DAILY


Found under: Standard > Patronage
Range options: Date From to Date To.
Selection options: Agreement, Price Type.
Default columns: Club Name, Agreement Type, Price Type, Total Patronage
Additional columns: None available.

84. PATRONAGE SUMMARY BY PRICE TYPE - MTD


Found under: Standard > Patronage
Range options: Date From to Date To.
Selection options: Agreement, Price Type.

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Default columns: Club Name, Agreement Type, Price Type, Total Patronage
Additional columns: None available.

85. PATRONAGE SUMMARY REPORT - DAILY


This report can only be run for the previous 28 days, dates further back than that will give No Records Found.
Found under: Standard > Patronage
Range options: Date From to Date To.
Selection options: Agreement, Price Type.
Default columns: Main Category, Sub Category, Inventory, Qty, Patronage Assumption, Total Patronage, Total M3, Total
Carbon, M3/Patronage, Carbon/Patronage
Additional columns: None available.

86. PATRONAGE SUMMARY REPORT - MTD


Found under: Standard > Patronage
Range options: Date From to Date To.
Selection options: Agreement, Price Type.
Default columns: Main Category, Sub Category, Inventory, Qty, Patronage Assumption, Total Patronage, Total M3, Total
Carbon, M3/Patronage, Carbon/Patronage
Additional columns: None available.

87. PIF ANALYSIS DEFERRED DETAIL


Found under: Standard > Financial
Range options: Date From to Date To.
Selection options: Agreement, Price Type.
Default columns: Last Payment, Member Number, Start Date, Renewal Date, Amount, Paid Date
Additional columns: None available.

88. PRE-AUDDIS ACCOUNTS


Found under: Standard > Member Billing/Payment > Member Accounts > Account Administration
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, BACS Code, Member Status, Frequency, Final Bill
Date

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Default columns: Home Club, Member No, Membership, Amount, Collect Freq, Next Bill Date, Final Bill Date, Account No,
Account Name, BACS Code Type
Additional columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNotes, Club
Name, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer, Enrollment Fee, Ethnic
Origin, First Bill Date, FirstName, Gender, Head, HomeAddress (1-4), HomeTelNo, InHardCount, IsFrozen, Joined, Last
Payment, Last Use Date, Last Visit, LastName, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name,
ObligationDate, Occupation, Outstanding, Paid Date, Payment Method, PostalCode, Price Type, Renewal Months,
RenewalDate, Salesperson, Salutation, Signer Member No, Sold At Club, Source, SourceMember, Terminated,
TerminationReason, Terms Exist, Title, Usage Months, WorkTelNo

89. PRICE LIST REPORT


This report gives information about inventory items, including their price, categories, item type and VAT settings.
Found under: Standard > POS Reports
Range options: None available
Selection options: Inventory
Default columns: Club Name, Inventory, Club Price, Region Price, Enterprise Price, Item type, Required Member, Print
Receipt, AskForSellingPrice, MainCategory, Sub Category, Barcode, Enterprise Tax, Club Tax, Optional Discounts,
Patronage Count, No Of Times Sold
Additional columns: None available

90. PROBLEM SWIPES


Shows failed swipes and why the swipe failed. Can also show successful swipes.
Found under: Standard > Member Activity > Member Usage
Range options: Membership Type, Visit Date (includes all date options), HomeClub
Selection options: Member No, First Name, Gender, Age, Entry, Contracted Agreement.
Default columns: Member No, Name, Visited Date, Entry, Reason, Terms Exist
Additional columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, CheckInNote, Club
Name, Club Visited, Collect Freq, Cycle Fees, DOB, eMail, Emergency Contact No, Emergency Contact Person, Employer,
Enrolment Fee, , Ethnic Origin, Final Bill Date, First Bill Date, FirstName, Gender, Head, Home Club, Home Address (lines 14), Home Telephone (full number), In Hard Count (Y/N), Is Frozen, Joined, Last Payment, Last Use Date, Last Visit,
LastName, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Membership, Mobile, Name, Next Bill Date, Obligation
Date, Occupation, Outstanding, Paid Date, Payment Method, PostalCode, Pricetype, Renewal Months, Renewal Date,
Saultation, Signer Member No, Sold At Club, Source, Source Member, Terminated, TerminationReason, Terms Exist, Title,
Usage Months, WorkTelNo

91. PROSPECT LIST


Report lists prospects in the Sales application.

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Found under: Standard > Sales Reports > List


Range options: Enquiry Type, Prospect Status, Post Code
Selection options: Name, Gender, Age, Origin Date, Last Contacted, MobileNo, Marketing Source, Promotional, Future
Activity
Default columns: Name, Status, SalesPerson, Enquiry Type, DateCreated, Last Contacted, Member No
Additional columns: Club Name, Gender, Future Activity, DOB, eMail, Employer, FirstName, HomeAddress (1-4)
HomeTelNo, LastName, Mobile, Name, PostalCode, Promotion, Promotion, Source, WorkTelNo

92. PURCHASE AND ACCESS ELIGIBILITIES REPORT


This lists all members with a P & A Eligibility.
Found under: Standard > Memberships > Member List > Purchase and Access Eligibilities
Range options: Membership Type, Eligibility
Selection options: None available
Default columns: Club Name, Member no, First Name, Last Name, Valid From, Eligibility, Use Name, Membership, Price
Type
Additional columns: None available

93. RESOURCE HOURLY UPTAKE BY DAY


Shows how long a resource is used for in a certain day, broken down by hour. For example, if a studio is used for 30
minutes between 07:00 and 07:30, the report will show 50% under Hour 7.
Useful for:

Finding unused timeslots;


Seeing how often a room is used.

Found under: Standard > Bookings > Uptake Activity Reports


Range options: Report Date (includes all date options).
Selection options: None available.
Default columns: Parent Resource, Booked Resource, Day, Club Group, Club, Minutes Available, Minutes Booked,
Utilization.
Additional columns: None available.

94. RETENTION MANAGEMENT


Found under: Standard > Analysis
Range options: Head, Membership Type, Agreement Type, Agreement Status, Price Type, Sold At Club, Collection
Method, Auto Collection, Next Collection Date, Agreement Start Date.

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Selection options: Member Status, Marketing Source, Member Start Date, Renewal Date, Termination Date, Last Use
Date, Obligation Date, First Name
Default columns: ClubID, Member No, Memnum, LastName, FirstName, DOB, Joined, HomeTelNo, eMail, Member Status,
IsFrozen, Membership, Last Visit, Renewal, Last Use Date, Visits.
Additional columns: Salesperson Name, Agreement Start, Agreement Status, Barcode, Billing Months, CheckInNote, Club
Name, Collect Freq, Cycle Fees, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin, Final Bill
Date, First Bill Date, Head, Home Address (1-4), InHardCount, Last Payment, Medical Allergies, Medical Conditions,
Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Mobile, Name, Next
Bill Date, Occupation, Outstanding, Paid Date, PostalCode, Price Type, Renewal Months, RenewalDate, Salutation, Source,
SourceMember, Terminated, TerminationReason, Title, Usage Months, WorkTelNo, Home Club, Signer Member No,
Name, Gender, Agreement Type, Sold At Club, Payment Method, Enrolment Fee, Cycle Fee, ObligationDate, MartialStatus

95. SALES ACTIVITY


This report shows the sales activity of users.
Possible issues: see Sales Analysis Report Documentation.doc - document written by Mark K, covers all criteria report
looks at.
Found under: Standard > Sales Reports > Aggregate > Sales Activity
Range options: Report Date (includes all date options).
Selection options: None available.
Default columns: Club Name, Name, Prospects, Prospects MTD, TotContacts, MTD, AppsSet, MTD, %AvsC, MTD,
AppsScheduled (1-3) AppsHeld, MTD, % AppsHeldvAppsSet, MTD%, Referrals, ReferralsMTD, Heads, HeadsMTD, Joints,
JointsMTD, Addons, AddonsMTD, Total Sales, TotalSalesMTD, PendingSales, PendingSalesMTD, Closing%, MTD, Tot
Contacts, AppsSet, MTD, MTD, Appointmentsd0, AppsHeld, AppoinmentsMTD, MTD, Apps Held, TotalSales, MTD,
TotalSalesMTD.
Additional columns: None available.

96. SALES ACTIVITY DETAIL


This report shows the total number of tasks users have completed in the given range, broken down by Activity Type and
Activity.
Useful for:

Determining the most productive/successful sales staff.

Found under: Standard > Sales Reports > Detail


Range options: Report Date (includes all date options).
Selection options: Result, Scheduled, Completed, Marketing Source
Default columns: Columns not available to customise.

97. SALES ACTIVITY G10

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Found under: Standard > Sales Reports > Aggregate


Range options: Report Date (includes all date options).
Selection options: None available
Default columns: Club Name, Name, Prospects, Prospects Month to Date, Prospects In, Prospects In Month to Date,
Prospects Out, Prospects Out Month to Date, Prospects POS, Prospects POS Month to Date, Total Contacts, Month to
Date, Appointments Set, Month to Date, % A vs. C, Month To Date, Appointments Scheduled (1-3), Appointments Held,
Month to Date, Appointment Held Walk, Appointment Held Walk Month to Date, % Appointments Held vs Appointments
Set, Month to Date %, Heads, Heads Month to Date, Joints, Joints Month to Date, Add ons, Add ons Month to Date, Total
Sales, Total Sales Month to Date, Pending Sales, Pending Sales Month to Date, Closing %, Month to Date, Total Contacts,
Appointments Set, Month to Date, Month to Date, Appointmentsd0, Appointments Held, Appointments Month to Date,
Month to Date, Appointments Held, Total Sales, Month to Date, Total Sales Month to Date.
Additional Columns: None available.

98. SALES ACTIVITY WITH UPGRADES


Found under: Standard > Sales Reports > Agreegate
Range options: Report Date (includes all date options).
Selection options: None available
Default columns: Club Name, Name, Prospects, Prospects Month to Date, Total Calls, Followup Month to Date, Tours Set,
Month to Date, % T vs C, MTD% Tours Scheduled (1-3), Tours Held Month to Date, % Tours Held vs. Set, Month to Date %,
Walk ins Held, Walk ins Held Month to Date, Referrals, Referalls Month To Date, Sales Club Tours, Sales Club Tours Month
to Date, Sales Walk ins, Sales Walk ins Month to Date, Sales Other, Sales Other Month to Date, Sales Upgrades, Sales
Upgrades Month to Date, Sales Renewals, Sales Renewals Month to Date, Total Sales, Total Sales Month to Date, Pending
Sales, Pending Sales Month to Date, Closing %, Month to Date.
Additional columns: None available.

99. SCHEME UTILIZATION


This report shows all courses in a given range. The course will show once for every linked resource, so it may appear as
though there are duplicates.
Found under: Standard > Bookings > Course Reports
Range options: Date From to Date To.
Selection options: Report Scheme
Default columns: Class Type, Course SubType, CourseName, Course Scheme, Day, Time, Teacher, Max, Min, Actual,
Spaces, % Utilization, Expected Income, Actual Income, Outstanding Income, Club Name.
Additional columns: None Available

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This report shows all courses in a given range. The course will show once for every linked resource, so it may appear as
though there are duplicates.
Found under: Standard > Bookings > Course Reports
Range options: Course Start Date, Course End Date (all date options available).
Selection options: Report Scheme
Default columns: Class Type, Course SubType, CourseName, Course Scheme, Max, Actual, Spaces, % Utilization
Additional columns: None Available

101.

SHIFT CONFIGURATION

This report details all shift definitions, and when/where they are available.
Found under: Standard > POS Reports > Shift Information
Range options: None available.
Selection options: None available.
Default columns: Region, Club Name, Shift Name, Start Time, End Time, Available Monday, Available Tuesday, Available
Wednesday, Available Thursday, Available Friday, Available Saturday, Available Sunday, Active, Can Extend Into Next Day,
Number of Shifts, Last Shift Opened Time
Additional columns: None available.

102.

SHIFT STATUS

This report details all shifts in the given range, including their status (open, closed reconciled), the user that
opened/closed/reconciled the shift, the time the shift was opened/closed/reconciled and the number of transactions.
Suggested use:

Finding a missing shift;


Confirming the status of a shift;
Confirming the number of transactions against a shift.

Found under: Standard > POS Reports > Shift Information.


Range options: Shift Open Time.
Selection options: Shift Status, Workstation, Shift Name, Shift Opened By.
Default columns: Region, Club Name, Shift Name, Computer Name, Computer Description, Shift Open Time, Shift Open
User, Shift Open User Login, Shift Close Time, Shift Close User, Shift Close User Login, Shift Reconciled Time, Shift
Reconciled User, Shift Reconciled User Login, Shift Status, Number of Transactions.
Additional columns: None available.

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103.

SPEND PER VISIT

Gives an average spend per visit per centre over the last 12 months.
Found under: Standard > Patronage
Range options: Report Date (Exact only).
Selection options: Membership Type, Cost Centres
Default columns: Club Name, Month(1-12), Date
Additional columns: None available.

104.

STAFF DETAILS

Details of all staff.


Found under: Standard > Configuration > Users
Range options: None available
Selection options: None available.
Default columns: UserName, FirstName, LastName, Member Number, Barcode, EnterpriseAccess, UserNotes
Additional columns: None available.

105.

STAFF SECURITY GROUP ASSIGNMENT

Shows users, their username, full name and security level.


Found under: Standard > Configuration > Users
Range options: None available
Selection options: Security Group
Default columns: UserName, FirstName, LastName, Security Group
Additional columns: None available.

106.

STOCK ADJUSTMENT

This report shows all changes to stock in the given range.


Found under: Standard > POS Reports > Stock Reports
Range options: Date Stock Added (all date range options available)
Selection options: Inventory, Adjustment Reason
Default columns: Club Name, Timestamp, Reason Text, Adjustment Reason, Adjustment Text, Inventory No, Inventory,
Main Category, Sub Category, Number of Items, Entry Username

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Additional columns: None available

107.

STOCK VALUATION

This report shows current stock levels, stock warning levels, price, profit and markup percentage.
Suggested use:

Monitoring stock levels.

Found under: Standard > POS Reports


Range options: None available
Selection options: None available.
Default columns: InventoryNo, Inventory Main Category, Sub Category, Wholesale Price, Current Stock Level, Stock
Warning Level, Total Wholesale Price, Decrement Stock, Monitor Stock, Sale Price, Selling Period, Retail Value, Gross
Profit, Markup Percentage.
Additional columns: None available.

108.

TRANSACTION DETAIL REPORT

The Transaction Detail report shows all transactions that have gone through Front of House. This does not include online
transactions, or any charges/payments that have been applied solely through Membership Management.
Useful for:

Reporting on individual inventory items;


Cashing up/shift queries;
Reporting on tender types used;
Confirming VAT is being charged correctly (add additional columns Net and Tax);
Confirming which user has authorised a refund (add additional column Authorising User and Select Status as
Refund in Selection).

Found under: Standard > POS reports.


Range options: Date From to Date To.
Selection options: Status, Registers, Shifts, Age, Main Category, Sub Category, Gender, Tender type, Post code,
Agreement, Price Type, Inventory, Telephone, Post, Email, Text.
Default columns: Transaction Number, Sale Date, Member Number, Member Name, Member number paid for,
Salesperson, Main Category, Sub Category, Inventory Description, Quantity, Retail, Discount, Selling, Total, Income
Amount, Status, Tender Type, Register (till) Telephone (Y/N), Post (Y/N), Email (Y/N), Text (Y/N).
Please Note: For an amount to be recorded in the Is Income column the tender must have is included in income
reports checked in Control Panel >> Data >> Inventory/POS >> Configure Tenders.
Additional columns: GL Account Id, GL account, Subcode, Billing Id, Agreement type, Price type, Postcode, DOB, Home
Club, Sold at club, Net, Tax, Sold at club prefix, Authorising user (tran), Authorising User (discount).

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109.

TRANSACTION DISCOUNTS

Found under: Standard > POS Reports > POS Discounts


Range options: Transaction Date (all date options available)
Selection options: Inventory, Discount Type, Automatic/Optional
Default columns: Transaction no, Sale Date, Sold At Club, Discount Method, Discount, Discount Name, User Authorised
By, User Authorised By Name, Transaction User, Transaction User Name, Inventory, Inventroy Description, Main Category,
Sub Category, Member No, First Name, Last Name, Email
Additional columns: Home Address (1-4), Postcode, Home Telephone, Mobile Telephone, Work Telephone

110.

TRANSACTION MARKETING

Found under: Standard > POS Reports


Range options: Transaction Date, Main Category, Sub Category, Inventory, Minimum Quantity, Current Agreement,
Current Price Type.
Selection options: Transaction Location, Marketing Phone, Marketing Post, Marketing Email, Marketing Text, Markering
Phone 3rd party, Marketing Post 3rd party, Marketing Email 3rd party, Marketing Text 3rd party
Default columns: Sold at Club, Home Club, Member No, First Name, Last Name, DOB, Member Status, Membership, Price
Type, Email, Home Tel, Mobile Tel, Work Tel, Home Address (1-4), Postcode, Main Category, Sub Catgory, Inventory,
Inventory Description, Quantity, Total, Telephone, Post, Email, Text, Telephone 3 rd party, Post 3rd party, Email 3rd party,
Text 3rd party
Additional columns: None available

111.

UCF CONTACT VALUE AUDIT

This report records any changes made to a members User Configurable Fields data, either through Membership
Management or Bulk Admin.
Found under: Audit
Range options: Field Changed Date
Selection options: Member No, Username
Default columns: Club Name, Date Changed, Time Changed, Change Type, Field Name, Source of Change, Username,
Login Name, Member Number, Member Name, Old Value, New Value.
Additional columns: None available

112.

USAGE ANALYSIS BY DATE

Counts how many members have entered the centre in a given hour, gives a total for the day and a total for the period of
time covered by the report.
Useful for:

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Found under: Standard > Member Activity > Member Usage


Range options: Entry Type, Visit Date (includes all date options).
Selection options: None available.
Default columns: Club Name, Visit Date, hourly intervals (6am 11pm), Total
Additional columns: None available

113.

USER CUSTOM FIELDS - MEMBER

Found under: Standard > Memberships > User Custom Fields


Range options: Member Status, Membership Type, Billing Method, Member Start Date, Joined Date, Obligation Dte,
Renewal Date, Termination Date, Contracted Agreement
Selection options: Post Code, Gender, Age, Marketing Source
Default columns: Club Name, Member No, Barcode, Title, First Name, Last Name, Gender, Membership, Price Type,
Membership Status, Joined, Termination Date, Termination Reason
Additional columns: Email, Date of Birth, Age, Last Visit, Ethnic Origin, Marital Status, Start Date, Obligation Date,
Renewal Date, First Bill Date, Next Bill Date, Final Bill Date, Enrolment Fee, Cycle Fee, Agreement Type, Agreement Status,
Billing Cycle, Billing Method, Marketing Source, Home Phone, Work Phone, Mobile Phone, Home Address (1-4), Home
Postcode, Employer, Occupation, Marketing By Telephone, Marketing By Post, Marketing By Email, Marketing By Text,
Marketing By Telephone 3rd Party, Marketing By Post 3rd Party, Marketing By Email 3rd Party, Marketing by Text 3rd Party,
Member Goals, Member Interests, Outstanding, Last Payment Amount, Last Payment Date, Salesperson Name

114.

VOUCHER TRANSACTION DETAIL

The voucher transaction detail report shows the transactions that have been paid for by Sales Voucher (e.g. Kellogs
Swimming Voucher, not count down cards) by adding items into the basket, going to pay then selecting the voucher
tender method, choosing a type of voucher and if required entering the reference number of the voucher. The count
down card vouchers are found by selecting a tender method of voucher in the transaction detail report.
Found under: Standard > POS Reports
Range options: Date From to Date To (includes all date options).
Selection options: Shifts, Registers.
Default columns: VoucherType, Inventory Name, Qty, Value.
Additional columns: None available

115.

WEB INCOME JOURNAL

Found under: Financial


Range options: Date From to Date To (includes all date options).
Selection options: None available.

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Default columns: Cost Centre, Code, Description, Total, VAT Net


Additional columns: None available

116.

WEB TRANSACTION REPORT

This report shows all online transactions for the given range.
Found under: Standard > POS Reports
Range options: Date From to Date To (exact dates only)
Selection options: Main Category, Sub Category, Inventory
Default columns: Trans No, Sale Date, Member No, Member Name, Main Category, Sub Category, Inventory Description,
Inventory No, Retail, Discount, Selling, Total, Tran Credit Card Amount, Tender Type
Additional columns: GLAccount Id, GLAccount, Agreement Type, Price Type, PostalCode, DOB, Home Club, Sold At Club

117.

WETSIDE % UPTAKE

This report shows the number of Wetside courses (defined as a course which is linked to an inventory item which has a
patronage value with a category of pool). The max courses value is set in club settings in the Bookings tab under the "Max
Weside Courses" option.
Found under: Standard > Analysis.
Range options: Course Term.
if_
Selection options: None available.
Default columns: Club Name, Max Wetside Courses, Actual Wetside Courses, % Uptake.
Additional columns: None available.

118.

% UPTAKE SUMMARY REPORT

Found under: Standard > Booking.


Range options: Report Month (exact only).
Selection options: None available.
Default columns: Bookable Area, Available Slots, Resource, No of Slots, % Uptake.
Additional columns: None available.

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