Suspension ending report

Overview

This article guides you through the process of creating a Suspension ending Report.
The article is divided into the following nineteen topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Organisation level
   Branch level
Generate a suspension ending report
   Viewing a report
 

Prerequisites

Role

Your Role must have the View report Permission.

 

Scope

You must have a Role in the Branch(es) you wish to run the Report for.

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

The Suspension ending Report enables you to identify Members coming off Suspension (within a specified date range).

Note: It will only show members coming off suspension in the future.

 

Navigation

Suspension ending 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.

 

Organisation level

To run a Suspension ending Report at Organisation level:
Navigate to Organisation level (light coloured menu)
Click on Reports

 

Branch level

To run a Suspension ending Report at Branch level:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Reports

 

Generate a Suspension ending report

		Click Run (top right-hand side of the Suspension ending report panel)
		Enter the From date The From and To dates determine the scope of your report   Either enter the date manually or use the calendar icon to select a date via the calendar: Use the up and down arrows to scroll up or down a month Click the desired date, or click Today to select today's date To select another month, click the down arrow next to the month/year To select another year, use the scroll bar on the right to select the year, then a month, then a day
		Enter the To date The From and To dates determine the scope of your report   Either enter the date manually or use the calendar icon to select a date via the calendar: Use the up and down arrows to scroll up or down a month Click the desired date, or click Today to select today's date To select another month, click the down arrow next to the month/year To select another year, use the scroll bar on the right to select the year, then a month, then a day
		Select the Branch(es) or Branch group(s) you wish to report on (organisation level only)
		Click Generate

Viewing a report

Once generated, the Suspension ending Report displays the following data on-screen:

Branch - The Member's Home branch (where they signed up).
Customer name - The Member's first and last name.
Email - The Member's email address.
Mobile number - The Member's mobile number.
Membership - The name of the Membership(s) the Member is signed up with.
Suspension Start Date - The date the Suspension started.
Membership Resume Date - The date the Suspension ends. Only Members that have a Suspension ending within the selected dates will be displayed in this report. The Membership will resume the following day.