Financial Report: Sales - Membership

The Sales - Membership report provides you details of all the memberships sold at your center including the sale amount realized, the guest who purchased the membership, employee who sold it, and the payment details.   

Table of Contents

Navigation

Follow these steps to run the report:

  1. Make sure you have selected the center for which you want to run the report. 

  2. On the Main menu, click the Reports tab.

  3. On the Reports Dashboard, click Finance > Sales (from the filter).

  4. From the list of reports, click Sales - Membership. The report opens in a new tab.

  5. Make your selections in the Filter Criteria and click Refresh.
    The report opens.

  6. To export the report, on the top right side of the report, click the Excel ()  or .CSV icons (). 

Filter Criteria

Criteria Options Description
Business Unit List of Business Units 

Select All to view sales of all memberships across all Business Units.
To view sales related to a particular Business Unit, select that Business Unit.

Time Period Today,
Last 7 days,
Last 14 days,
1 Month,
2 Months,
3 Months,
6 Months,
Custom
Based on your requirement, from the drop-down list, select either today, last 7 or 14 days1, 2, 3, or 6 months.
You can alternatively choose Custom from the list and specify custom dates.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.
Invoice Status All,
Open,
Closed
Select All to view sales of both open and closed invoices.
To view sales of either open or closed invoices, make the appropriate selection as either Open and Closed.
Sold By List of all Employees Select Sold by - All to view membership sales of all employees.
To view membership sales of a particular employee, select that employee from the list.
Sale Type
 
Recurring, New, Freeze Fee

Based on your requirement, select the following:

  • Recurring: Displays sales of Memberships for which periodic fees is collected.
  • New: Displays sales of all memberships sold in the specified time period.
  • Freeze Fee: Displays sales of membership for which freeze fee is collected.

Leave this field blank to view sale details of all membership types.

Membership Name, Tag   To view the sales of a particular membership, enter the membership name or tag in the field.
Leave this field blank to view the sales of all the memberships at your center.

 

Column Descriptions

Column Description
Invoice The invoice number. Clicking the invoice number opens the invoice details.
Membership Name The name of the membership. For example, Luxury Massages.
Clicking the membership name opens the membership details.
Category The category the membership belongs to. For example, Massages.
Receipt No The receipt number generated when the invoice was closed.
Note: If the invoice is open, no receipt number is generated.
Sold On The date on which the membership was sold.
Guest The name of the guest who purchased the membership.
Guest Center The primary center of the guest (the center at which the guest's profile was first created).
Employee Code The unique identifier of the employee who sold the membership.
Sold By The employee who sold the membership.
Membership Code The unique identifier assigned to the membership.
Promotion The promotion name (if the membership was sold as part of a promotion).
Note: If the front office gives a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.
Price The list price of the membership.
Discount The discount amount given manually or due to a promotion or campaign.
Prepaid Card Redemption The amount paid for the membership using prepaid card.
Net Price The price of the membership before tax and after discount and redemptions.
The value here is Price - (Discount + Gift Card Redemption + Cashback Redemption).
Tax The tax on the Net Price.
Price Paid The amount paid by the guest for the membership. Adding the Net Price and Tax gives this value.
Sale Value The sale amount collected through Cash, Card, Check, and Financial Custom Payments.
The sale amount is inclusive of discounts and excluding tax.
Note: If payment is made through redemptions, then the sale value for that membership is zero.
Payment Type Displays the Payment type as Cash, Card (Visa, Mastercard), etc.
Created By The name of the employee who created the invoice.
Existing Member Displays Yes or No to indicate if the guest is purchasing the membership for the first time.
No indicates that the guest is not an existing member and has purchased the membership for the first time.
Yes indicates that the guest had purchased a membership before.
Status Shows the status of the invoice as Open or Closed.
Closed On The date on which the invoice was closed.
Guest Code The unique identifier associated with the guest name.
First Visit Displays Yes or No to indicate if this is the guest's first visit to the center.
Member Displays Yes or No to indicate if the guest has an active membership or not.
Closed By The name of the employee who closed the invoice.
Refund Amount The amount refunded when the membership is canceled.
Business Unit The Business Unit the service belongs to.
Sale Type Indicates if the Membership is one of the following:
  • Recurring: Membership for which periodic fees is collected.
  • New: A newly purchased membership.
  • Freeze Fee: Membership for which freeze fee is collected.

 

 

Have more questions? Submit a request

Comments