This article will guide you through generating and understanding the Manual Credits by Staff Report. This report will display the number of session credit that have been added by staff members during the time period selected.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
1. Accessing Your Report
Navigate to Reports > Staff > Manual Credits by Staff.
Select a start date and end date from the calendars, or use a Preset Date Range.
Click on Run Report.
2. Understanding Your Report
This report will provide you with the total number of manual credit adds for the date range selected. It is separated by staff member. Use the + plus signs at the left side of the Excel document to expand each staff member and view detailed information:
Member - Member name that received manual credit adds.
Class or Service - If the credit added was categorized as a class or service.
Class or Service Name - Name of the class or service that was added
# Manual Adds - Number of each class or service that was added
Date Added - Date that the credit was added
Active - Yes denotes that they are an active member or customer in your club.
Member or Prospect - If the client in the report is a member or prospect
Member or Prospect Type - The type of member or prospect of the client.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can Access Manual Credits by Staff Report