This article guides you through the process of creating a Member visit Report.
The article is divided into the following 11 topics:
Your Role must have the View report Permission.
Preset Roles that have this Permission are:
- Master Franchiser
- Branch Manager
You must have an Admin, Master Franchiser, Franchisee, Branch Manager or Receptionist Role in the Branch(es) you wish to run the Report for.
Filtering Reports enables you to sort and select certain records for a specific report, creating more precise reporting.
Member visit Reports can be run at both Organisation level and Branch level.
At Organisation level, multiple Branches can be included in the Report.
At Branch level, only one Branch is included in the Report.
To run a Member visit Report at Organisation level:
Navigate to Organisation level (light coloured menu)
Click on Reports
To run a Member visit Report at Branch level:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)
Click on Reports
Viewing a report
Once you have run you report, you are able to perform the following functions:
Column widths can be altered by hovering between the column headings until the resize cursor appears, then either double mouse clicking to allow the columns to automatically resize or clicking and dragging your mouse to manually resize the column:
Text that does not fit the cell width will display an ellipsis indicating more text is present.
Columns can be grouped to allow you to view reports results by different criteria.
Drag a column header into the Group by box,
and the information groups into collapsible rows by the chosen header.
Close the header to clear the groups. You can add as many headers as you, however the sort order will always read from the left.
The Report can be sorted in ascending or descending alphabetical order of any column.
Click on the icon you want to sort the Report by:
To view all the filter options available, use the toggle icon.
The filter menu will show, allowing you to:
- Sort Ascending - Sort A to Z
- Sort Descending - Sort Z to A
- Apply text or custom filters - Text Filters
- Search for a key item - Search