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Membership Value Credits Report

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:

  1. Navigate to Dashboard 
  2. Select the Reports tab
  3. 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. 
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