Member visit report

Overview

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

Prerequisites
   Role
   Scope
Use case
Navigation
   Organisation level
   Branch level
Generate a member visit 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 Member visit Report enables you to list Member visits within a specified date range with a specific Membership. This report is primarily designed to provide a list of Fitness Passport membership visits.

 

Navigation

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.

 

Organisation level

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

 

Branch level

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

Click on Reports

 

Generate a member visit report

		Click Run (top right-hand side of the Member visit report panel)
		Enter the From date Either enter the date manually or use the calendar icon to select a date via the calendar: Use the Left and right arrows to scroll back or forward a month Click the desired date, or click Today to select today's date. To select another year, use the drop down on the right of the month to select the year.
		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 Left and right arrows to scroll back or forward a month Click the desired date, or click Today to select today's date. To select another year, use the drop down on the right of the month to select the year.
		Select the Membership that a member must have to appear in the report.
		Select which Branch(es) or Branch group(s) you wish to display visits to (organisation level only)
		Click Generate

Viewing a report

Once generated, the Contact tracing Report displays the following data on-screen:

Home 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.
Date of birth - The Member's date of birth.
Mobile number - The Member's mobile number.
Visited branch - The Branch the Member Visited during the specified time.
Reference Number- The Billing reference number provided by a Billing company for Billing Memberships.
Visited date time - The date and time the Member Visited the gym within the specified time.