Membership Value Credits Report

Modified on Fri, 31 Jan at 5:02 PM

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.

Things to Know:

For pet businesses, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.

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 Filters

Filters

Description

Location

The location where the membership was purchased.

Statuses

The status of the membership:

Active

Cancellation Pending

Cancelled

Expired

Pause

Payment Failed

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.