This report shows all membership value credits usage and balance by client. Value credits refer to x amount your clients receive to spend each month during the membership period. They are applied during checkout on the payment screen in POS.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Clients section, select the Membership Value Credits report
When the report loads, you can filter by a specific location and status. You can also use the search field to search for a specific client. Below the client search field, you can export the report as a CSV, PDF, or print version.
Once you have selected your filters, click on the UPDATE button to generate the desired data.
Report Columns
| Column | Description |
| Client | The name of the client associated with the membership. Clicking this link opens the client's profile. |
| Value Credit Balance | The amount of credits the client has remaining Credits received - Credits Used. The value displayed should match the value shown on the client's profile. |
| Expires On | The date the value credits will expire. |
| New Value Credits | The amount of value credits the client will receive after a successful membership charge. |
| Added On | The date the new credits are added. |
| Carry Over Value Credits | Unused value credits brought over from the previous month. |
| Value Credits Used | The total value credits used during the period. When expanded, it displays the value used per transaction. |
| Status | The status of the membership. When expanded, it shows the status of each value credit as well as the ticket number the credit was used on. |