Overview
This article guides you through the process of creating a High usage Report.
The article is divided into the following nine topics:
Prerequisites
Role
Scope
Use case
Navigation
Organisation level
Branch level
Generate a high usage report
Viewing a report
Prerequisites
Role
Your Role must have the View report Permission.
Preset Roles that have this Permission are:
- Admin
- Master Franchiser
- Franchisee
- Branch Manager
- Receptionist
Scope
You must have an Admin, Master Franchiser, Franchisee, Branch Manager or Receptionist 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).
Navigation
High usage Reports can be run at both Organisation level and Branch level.
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At Organisation level, multiple Branches can be included in the Report.
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At Branch level, only one Branch is included in the Report.
Organisation level
To run a High usage Report at Organisation level:
Navigate to Organisation level (light coloured menu)
Click on Reports
Branch level
To run a High usage Report at Branch level:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)
Click on Reports
Generate a high usage report
Click Run |
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Enter the From date Either enter the date manually or use the calendar icon to select a date via the calendar:
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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:
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Select the Minimum visits a member must have made to appear in the report |
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Select the Branch(es) or Branch group(s) a member must Belong to, to appear in the report |
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Click Generate |
Viewing a report
Once generated, the High usage Report displays the following data on-screen:
Name - The Member's first and last name.
Branch - The member's home branch (where they signed up).
Email - The Member's email address.
Mobile number - The Member's mobile number.
Visits - How many times the member visited within the specified date range.