List of Legend Reports

Updated for Release:

Prepared by:

1601
Ashley Smith

CONTENTS
1.

Access Gate Usage .......................................................................................................................................................... 12

2.

Accounts History ............................................................................................................................................................. 12

3.

ACM Gate Usage Summary............................................................................................................................................. 12

4.

Active Accounts .............................................................................................................................................................. 12

5.

Active Members Report .................................................................................................................................................. 13

6.

Active Price Type ............................................................................................................................................................ 13

7.

Activity ............................................................................................................................................................................ 14

8.

Activity Detail ................................................................................................................................................................. 14

9.

Activity List...................................................................................................................................................................... 14

10.

Activity List.................................................................................................................................................................. 14

11.

Activity Member Detail ............................................................................................................................................... 15

12.

Activity Specific Report ............................................................................................................................................... 15

13.

Age Based Agreement Changes .................................................................................................................................. 15

14.

Aged Debtors .............................................................................................................................................................. 16

15.

Agreement Count ....................................................................................................................................................... 16

16.

Agreement GL Code Configuration ............................................................................................................................. 16

17.

Agreement List............................................................................................................................................................ 17

18.

Agreement Price Usage Summary .............................................................................................................................. 17

19.

Agreement Subs List ................................................................................................................................................... 17

20.

Agreement Summary .................................................................................................................................................. 18

21.

Agreement Usage Summary ....................................................................................................................................... 18

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Agreement Without Accounts .................................................................................................................................... 18

23.

Agreements List .......................................................................................................................................................... 19

24.

Agreement Summary .................................................................................................................................................. 19

25.

Agreement Without Accounts .................................................................................................................................... 19

26.

Agreements List .......................................................................................................................................................... 20

27.

Appointments Status Today ....................................................................................................................................... 20

28.

Appointments Analysis ............................................................................................................................................... 20

29.

Appointments Set Today ............................................................................................................................................ 21

30.

Attendance Ratio Detailed.......................................................................................................................................... 21

31.

Auto DD Collection Report ......................................................................................................................................... 21

32.

Axapta Import ............................................................................................................................................................. 21

33.

BACS Breakdown ........................................................................................................................................................ 22

34.

BACS Breakdown Export ............................................................................................................................................. 22

35.

BACS Future Breakdown ............................................................................................................................................. 22

36.

BACS Future Breakdown Export ................................................................................................................................. 22

37.

BACS Rejections .......................................................................................................................................................... 22

38.

BACS Rejections Export............................................................................................................................................... 23

39.

Bank Account Usage ................................................................................................................................................... 23

40.

Bankings...................................................................................................................................................................... 23

41.

Block Booking Dates ................................................................................................................................................... 23

42.

Bolt-On Services Report .............................................................................................................................................. 24

43.

Booking Bans .............................................................................................................................................................. 24

44.

Booking Data Dump .................................................................................................................................................... 24

45.

Booking Promotion ..................................................................................................................................................... 24

46.

Booking Strike Summary ............................................................................................................................................. 25

47.

Booking Strikes ........................................................................................................................................................... 25

48.

Bookings Invoice ......................................................................................................................................................... 25

49.

Bookings To Be Invoiced ............................................................................................................................................. 26

50.

Bulk Admin Template ................................................................................................................................................. 26

51.

Cancelled Accounts ..................................................................................................................................................... 26

52.

Cancelled Members .................................................................................................................................................... 27

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Cash Lift Report .......................................................................................................................................................... 27

54.

Category Summary Report ......................................................................................................................................... 27

55.

Category Summary Additional Tenders ...................................................................................................................... 28

56.

Centre GL Sales ........................................................................................................................................................... 28

57.

Check In ...................................................................................................................................................................... 28

58.

Check Out ................................................................................................................................................................... 28

59.

Class Detail.................................................................................................................................................................. 28

60.

Class Uptake Rate ....................................................................................................................................................... 29

61.

Class Utilisation........................................................................................................................................................... 29

62.

Club Appointments Analysis ....................................................................................................................................... 29

63.

Club Details ................................................................................................................................................................. 30

64.

Club Event Log ............................................................................................................................................................ 30

65.

Club Event Log New .................................................................................................................................................... 30

66.

Commidea Transaction Search ................................................................................................................................... 31

67.

Competency Completion ............................................................................................................................................ 31

68.

Corporate Agreements ............................................................................................................................................... 31

69.

Corporate Bookings .................................................................................................................................................... 32

70.

Corporate DD Payments This Month .......................................................................................................................... 32

71.

Corporate Invoices This Month .................................................................................................................................. 32

72.

Corporate Linked Agreements .................................................................................................................................... 33

73.

Course Attendees ....................................................................................................................................................... 33

74.

Course Attendees ....................................................................................................................................................... 33

75.

Course Attendees Merge Report ................................................................................................................................ 34

76.

Course Contract Debtors List ...................................................................................................................................... 34

77.

Course Debtors List ..................................................................................................................................................... 34

78.

Course Detail .............................................................................................................................................................. 34

79.

Course Income ............................................................................................................................................................ 35

80.

Course Income - Member ........................................................................................................................................... 35

81.

Course List .................................................................................................................................................................. 35

82.

Course Re-Enrollment ................................................................................................................................................. 35

83.

Course Session Attendance ........................................................................................................................................ 36

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Course Utilisation ....................................................................................................................................................... 36

85.

Course Waiting List ..................................................................................................................................................... 36

86.

Credit Control Summary ............................................................................................................................................. 36

87.

Credit Notes ................................................................................................................................................................ 37

88.

CRM Activity ............................................................................................................................................................... 37

89.

CRM Member Risk Bands ........................................................................................................................................... 37

90.

CRM Member Risk Band by Membership Price Type ................................................................................................. 38

91.

CRM Member Risk Band by Membership Type .......................................................................................................... 38

92.

CRM Risk Configuration .............................................................................................................................................. 38

93.

CRM Risk Score by Membership Price Type ............................................................................................................... 38

94.

CRM Risk Score by Membership Type ........................................................................................................................ 39

95.

CRM Tasks ................................................................................................................................................................... 39

96.

Current Head Members .............................................................................................................................................. 39

97.

Current non-Head Members ...................................................................................................................................... 39

98.

Daily Banking .............................................................................................................................................................. 40

99.

Daily Bookings............................................................................................................................................................. 40

100.

Daily Bookings V2 ....................................................................................................................................................... 40

101.

Daily Events ................................................................................................................................................................ 41

102.

Daily occupancy .......................................................................................................................................................... 41

103.

Daily Usage by 24 Hours ............................................................................................................................................. 41

104.

Daily Usage by Hour.................................................................................................................................................... 41

105.

DD Agreement Report ................................................................................................................................................ 41

106.

DD Collection .............................................................................................................................................................. 42

107.

DD Collection .............................................................................................................................................................. 42

108.

DD Collection Analysis ................................................................................................................................................ 42

109.

DD Forecast ................................................................................................................................................................ 43

110.

DD Payments This Month ........................................................................................................................................... 43

111.

DD Reconciliation ....................................................................................................................................................... 43

112.

DD Reconciliation Amount Decreased ........................................................................................................................ 44

113.

DD Reconciliation Amount Increased ......................................................................................................................... 44

114.

DD Reconciliation Members Gained ........................................................................................................................... 44

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DD Reconciliation Members Last Month .................................................................................................................... 44

116.

DD Reconciliation Members Lost................................................................................................................................ 44

117.

DD Reconciliation Members this month ..................................................................................................................... 45

118.

DD Reconciliation New Members ............................................................................................................................... 45

119.

DD Reconciliation Summary ....................................................................................................................................... 45

120.

DD Representation Report ......................................................................................................................................... 45

121.

Debtors Outstanding .................................................................................................................................................. 45

122.

Deferred Income ......................................................................................................................................................... 46

123.

Discounted Members ................................................................................................................................................. 46

124.

Document Log This Month ......................................................................................................................................... 46

125.

Document Log This Week ........................................................................................................................................... 46

126.

E5 Centre Income ....................................................................................................................................................... 47

127.

E5 Online Income ........................................................................................................................................................ 47

128.

Enquiry Detail - Enterprise .......................................................................................................................................... 47

129.

Enquiry Detail - Region ............................................................................................................................................... 47

130.

Enterprise Agreement Configuration ......................................................................................................................... 47

131.

Enterprise Appointments Analysis.............................................................................................................................. 48

132.

Enterprise Event Configuration .................................................................................................................................. 48

133.

Enterprise Inventory Audit ......................................................................................................................................... 48

134.

Enterprise Inventory Last Used .................................................................................................................................. 49

135.

Enterprise Inventory List............................................................................................................................................. 49

136.

Enterprise Inventory Patronage Assignment .............................................................................................................. 49

137.

Enterprise Sales Activity ............................................................................................................................................. 50

138.

Event Detail ................................................................................................................................................................ 50

139.

Event Summary ........................................................................................................................................................... 50

140.

Exception Report ........................................................................................................................................................ 50

141.

External Billing Log...................................................................................................................................................... 51

142.

External Payment Log ................................................................................................................................................. 51

143.

Fee Collection Income ................................................................................................................................................ 51

144.

Final Payments Accounts ............................................................................................................................................ 52

145.

FOH Banking ............................................................................................................................................................... 52

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FOH Lift Summary ....................................................................................................................................................... 52

147.

Fraud Exception Log ................................................................................................................................................... 52

148.

Hard Count AvgSub By Agreement .......................................................................................................................... 53

149.

Historical Category summary ..................................................................................................................................... 53

150.

Historical Transaction Detail ....................................................................................................................................... 53

151.

Home Club No ENtry This Week ................................................................................................................................. 53

152.

Home Club Usage ....................................................................................................................................................... 54

153.

Home Club Usage By Member .................................................................................................................................... 54

154.

HouseKeeping ............................................................................................................................................................. 55

155.

Income Analysis .......................................................................................................................................................... 55

156.

Income Analysis Breakdown ....................................................................................................................................... 55

157.

Income journal ............................................................................................................................................................ 55

158.

Income journal Detail ................................................................................................................................................. 56

159.

Interest Group Event Members .................................................................................................................................. 56

160.

Interest Group Members ............................................................................................................................................ 56

161.

Interest Group Resource Usage .................................................................................................................................. 57

162.

Interest Group Session Attendance ............................................................................................................................ 57

163.

Interest Group Sessions .............................................................................................................................................. 57

164.

Invalid Accounts.......................................................................................................................................................... 57

165.

Invalid Bank Details..................................................................................................................................................... 58

166.

Inventory Discount Configuration .............................................................................................................................. 58

167.

Inventory Hourly Usage .............................................................................................................................................. 58

168.

Inventory Item Hourly Sales ....................................................................................................................................... 59

169.

Inventory Price Configuration ..................................................................................................................................... 59

170.

Invoice Detail .............................................................................................................................................................. 59

171.

Joined This Week/Month/Year ................................................................................................................................... 59

172.

Kiosk Activity Summary .............................................................................................................................................. 60

173.

Kiosk Attendance ........................................................................................................................................................ 60

174.

Kiosk Heartbeat Summary .......................................................................................................................................... 60

175.

Kiosk Usage Detail ...................................................................................................................................................... 61

176.

Kiosk Usage Summary ................................................................................................................................................. 61

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Lapsed Members ........................................................................................................................................................ 61

178.

Lapsing Based Agreement Changes ............................................................................................................................ 61

179.

Lift Override Variance ................................................................................................................................................. 62

180.

Low Usage Report ....................................................................................................................................................... 62

181.

M2 Usage .................................................................................................................................................................... 62

182.

Manual Cash Drawer Open Detail .............................................................................................................................. 63

183.

Manual Cash Drawer Open Summary ........................................................................................................................ 63

184.

Meal Summary............................................................................................................................................................ 63

185.

Member 12 Month usage ........................................................................................................................................... 63

186.

Member 12 Month usage V2 ...................................................................................................................................... 64

187.

Member Address Only ................................................................................................................................................ 64

188.

Member Attendance .................................................................................................................................................. 64

189.

Member Booking Number .......................................................................................................................................... 64

190.

Member CC Log .......................................................................................................................................................... 65

191.

Member DD Charges .................................................................................................................................................. 65

192.

Member Document .................................................................................................................................................... 65

193.

Member Event Log ..................................................................................................................................................... 65

194.

Member Freeze Report .............................................................................................................................................. 66

195.

Member List ................................................................................................................................................................ 66

196.

Member List By Vist Date ........................................................................................................................................... 67

197.

Member Message Log ................................................................................................................................................ 67

198.

Member Movement Analysis ..................................................................................................................................... 67

199.

Member New Agreements ......................................................................................................................................... 67

200.

Member Overridden Entries ....................................................................................................................................... 68

201.

Member Phone Only .................................................................................................................................................. 68

202.

Member Referals ........................................................................................................................................................ 68

203.

Member Specifc Report .............................................................................................................................................. 69

204.

Member Status ........................................................................................................................................................... 69

205.

Members Joined ......................................................................................................................................................... 69

206.

Members On Hold ...................................................................................................................................................... 70

207.

Members With No Photo............................................................................................................................................ 70

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Membership Category ................................................................................................................................................ 70

209.

Membership Discount Summary ................................................................................................................................ 70

210.

Membership Promotion ............................................................................................................................................. 71

211.

Membership Sales Detail ............................................................................................................................................ 71

212.

Membership Sign Up Fees .......................................................................................................................................... 71

213.

MM Payments This Month/Week/Yesterday ............................................................................................................. 71

214.

MM Payments Today .................................................................................................................................................. 72

215.

Monthly Member Analysis ......................................................................................................................................... 72

216.

Monthly Occupancy .................................................................................................................................................... 72

217.

Monthly Patronage Summary By Member ................................................................................................................. 73

218.

Monthly Unique Allowed Entries ................................................................................................................................ 73

219.

New Stock ................................................................................................................................................................... 73

220.

No Account ................................................................................................................................................................. 73

221.

No Collection Fee ........................................................................................................................................................ 74

222.

Non Attendance Charges ............................................................................................................................................ 74

223.

Non Attendance.......................................................................................................................................................... 74

224.

Non Attendance Debts ............................................................................................................................................... 74

225.

Online Bookings Export Report................................................................................................................................... 75

226.

Online Bookings Report .............................................................................................................................................. 75

227.

Online Course Links .................................................................................................................................................... 75

228.

Online Payment .......................................................................................................................................................... 76

229.

Online Payment Detail ................................................................................................................................................ 76

230.

Online Payment Detail V2 ........................................................................................................................................ 76

231.

Online Registrations ................................................................................................................................................... 76

232.

Online Signups ............................................................................................................................................................ 77

233.

Online Ticketing Purchase .......................................................................................................................................... 77

234.

Online Ticketing Purchase Income ............................................................................................................................. 77

235.

Online Transaction Search .......................................................................................................................................... 77

236.

Overall Patronage Summary Report - Daily ................................................................................................................ 78

237.

Overall Patronage Summary Report Daily Export .................................................................................................... 78

238.

Overall Patronage Summary Report Daily Grouped ................................................................................................ 78

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Overall Patronage Summary Report MTD ............................................................................................................... 78

240.

Overall Patronage Summary Report Grouped ............................................................................................................ 79

241.

Overall Patronage Summary Report Grouped - Export .............................................................................................. 79

242.

Overs And Shorts ........................................................................................................................................................ 79

243.

Patronage KPI Summary Report - MTD ...................................................................................................................... 80

244.

Patronage Summary By Price Type - Daily .................................................................................................................. 80

245.

Patronage Summary By Price Type - MTD .................................................................................................................. 80

246.

Patronage Summary Report - Daily ............................................................................................................................ 80

247.

Patronage Summary Report - MTD ............................................................................................................................ 81

248.

Pending Members ...................................................................................................................................................... 81

249.

PIF Analysis Deferred Detail ....................................................................................................................................... 81

250.

PIF Analysis Released Detail ....................................................................................................................................... 82

251.

POS Post Codes ........................................................................................................................................................... 82

252.

Pre-Auddis Accounts ................................................................................................................................................... 82

253.

Predicted Member Level ............................................................................................................................................ 83

254.

Predicted Session Requirement.................................................................................................................................. 83

255.

Price List Report .......................................................................................................................................................... 83

256.

Problem Swipes .......................................................................................................................................................... 83

257.

Prospect List ............................................................................................................................................................... 84

258.

Purchase and Access Eligibilities Report ..................................................................................................................... 84

259.

Reciprocal Club No Entry This Week........................................................................................................................... 84

260.

Reciprocal Usage ........................................................................................................................................................ 85

261.

Reenrolment Status .................................................................................................................................................... 85

262.

Replicated Prospect Check ......................................................................................................................................... 85

263.

Resource Daily Uptake ............................................................................................................................................. 85

264.

Resource Hourly Uptake By Day .............................................................................................................................. 86

265.

Resource List ............................................................................................................................................................... 86

266.

Retention Management ............................................................................................................................................. 86

267.

SAGE Income Jounal ................................................................................................................................................... 87

268.

Sales Activity ............................................................................................................................................................... 87

269.

Sales Activity Detail .................................................................................................................................................... 87

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Sales Activity with Upgrades ...................................................................................................................................... 88

271.

Sales Activity G10 ....................................................................................................................................................... 88

272.

Sales Enquiry Detail .................................................................................................................................................... 88

273.

Sales Joiner Detail ....................................................................................................................................................... 88

274.

Schedule Report Log ................................................................................................................................................... 89

275.

Scheme Utilisation ...................................................................................................................................................... 89

276.

Scheme Utilisation Summary ...................................................................................................................................... 89

277.

Security Token Configuration ..................................................................................................................................... 89

278.

Shift Configuration ...................................................................................................................................................... 90

279.

Shift Status .................................................................................................................................................................. 90

280.

Small Bag Audit Report ............................................................................................................................................... 90

281.

Spend Per Visit ............................................................................................................................................................ 91

282.

Sports Hall Timetable Errors ....................................................................................................................................... 91

283.

Staff Club Assignment ................................................................................................................................................. 91

284.

Staff Details................................................................................................................................................................. 91

285.

Staff Group Assignment .............................................................................................................................................. 92

286.

Staff Security Group Assignment ................................................................................................................................ 92

287.

Stations Per Site .......................................................................................................................................................... 92

288.

Stock Adjustment ....................................................................................................................................................... 92

289.

Stock valuation ........................................................................................................................................................... 93

290.

Subsidy Per User ......................................................................................................................................................... 93

291.

Swipe Detail ................................................................................................................................................................ 93

292.

Task List ...................................................................................................................................................................... 94

293.

Transaction Detail Report ........................................................................................................................................... 94

294.

Transaction Discounts ................................................................................................................................................ 94

295.

Transaction Marketing................................................................................................................................................ 95

296.

Transactions................................................................................................................................................................ 95

297.

UCF Contact Value Audit ............................................................................................................................................ 95

298.

Unresolved Events ...................................................................................................................................................... 95

299.

Usage Analysis By Date ............................................................................................................................................... 96

300.

User Custom Fields All Members ............................................................................................................................. 96

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User Custom Fields Member ................................................................................................................................... 97

302.

Voucher Report .......................................................................................................................................................... 97

303.

Voucher Transaction Detail ........................................................................................................................................ 98

304.

Web Income Journal ................................................................................................................................................... 98

305.

Web Renewal Errors List ............................................................................................................................................. 98

306.

Web Renewal Validation Failure ................................................................................................................................ 98

307.

Web Transaction Report ............................................................................................................................................. 99

308.

Website Renewals Events ........................................................................................................................................... 99

309.

Weekly DRS ................................................................................................................................................................. 99

310.

Wetside % Uptake ...................................................................................................................................................... 99

311.

% Uptake Summary Report ...................................................................................................................................... 100

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1.

ACCESS GATE USAGE

This report shows members who have swiped through an ACM gate.
Found under: Standard > Member Activity > Member Usage
Range options: Membership Type, Visit Date, Home Club
Selection options: Member number, First Name, Gender, Age, Entry
Default Columns: Member number, First Name, Last Name, Visited Date, Gate Name, Agreement, Agreement Price, Band
Description
Additional Columns: None available
Aggregated/Live: Live

2. ACCOUNTS HISTORY
Found under: Standard > Member Billing/Payment > Member Accounts > Member Accounts
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, BACS Code, Member Status, Frequency, Final Bill
Date
Default Columns: Home Club, Member number, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill Date,
Account number, Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Corporate, Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact number, Emergency
Contact Person, Employer, Enrolment Fee, Ethnic Origin, First Bill Date, First Name, Gender, Head, Home Address (1-4),
Home Phone, In Hard Count, Is Frozen, Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status,
Matriculation Date, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Name, Obligation Date, Occupation,
Outstanding, Paid Date, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer
Member number, Sold At Club, Source, Source Member, Terminated, Terminated Reason, Terms Exist, Title, Usage
Months, Work Phone

3. ACM GATE USAGE SUMMARY

This report shows successful ACM gate swipes by gate, by hour of the day.
Found under: Standard > Member Activity > Member Usage > Usage Summary
Range options: Visit Date
Selection options: None available
Default Columns: Club Name, Gate Name, Visit Date, hourly breakdown
Additional Columns: None available

4. ACTIVE ACCOUNTS
Found under: Standard > Member Billing/Payment > Member Accounts > Member Accounts
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Range options: Membership Type, Next Bill Date

Selection options: Account Type, Account Reference, Account Number, BACS Code, Member Status, Frequency, Final Bill
Date, Agreement Start Date, Join Date
Default Columns: Home Club, Member number, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill Date,
Account number, Account Name, BACS Code Type, BACS Ref No, Sort Code, Next Payment
Additional Columns: IBAN, BIC, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In
Note, Club Name, Corporate, Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact number,
Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, First Bill Date, First Name, Gender, Head, Home
Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital
Status, Matriculation Date, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Name, Obligation Date, Occupation,
Outstanding, Paid Date, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer
Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Terms Exist, Title, Usage
Months, Work Phone

5. ACTIVE MEMBERS REPORT

This report shows all active members. This report can be altered to show members of any status.
This report is useful for:

By adding a renewal date user can see members who are about to come up for renewal in the next x days;
By adding a joined date user can see all new members who have joined within the last x days;
Can filter to see popularity of agreements;
By adding a billing method user can see all active members paying by DD/PIF etc.

Found under: Standard > Memberships >Member List Report > Member Status
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Contracted Agreement, Telephone, Post, Email, Text
Default Columns: Club Name, Member No, Barcode, Name, Gender, Membership, Head, Joined, Terminated, Preferred
Day for DD Payments, Terms Exist, Telephone, Post, Email, Text
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, Check In Note, Cycle Fees,
DOB, Email, Emergency Contact No, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date,
First Bill Date, First Name, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Last Payment, Last Visit, Last
Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation,
Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member No,
Sold At Club, Source, Source Member, Terminated, Termination Reason, Terms Exist, Title, Usage Months, Work Phone
Aggregated/Live: Live

6. ACTIVE PRICE TYPE

This report lists all active agreements and the standard fees associated with them.
Found under: Standard > Member List > Member Agreements Report
Range options: Agreement Type, Price Type

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Selection options: None available

Default Columns: Club Name, Agreement Type, Price Type, Enrolment Fee, Enrolment Fee (Corp), Cycle Fee, Cycle Fee
(Corp)
Additional Columns: Prevent Renewal Online

7. ACTIVITY
This report shows the members who have booked the specified activity in the given range and their attendance. Note that
you must specify an activity before the report can be run.
Found under: Standard > Bookings
Range options: Report Date
Selection options: Activity
Default Columns: Name, Member number, Mobile, Home Phone, Work Phone, Status
Additional Columns: None available

8. ACTIVITY DETAIL
This report is similar to the Activity report but provides more details about the member and the activity.
Found under: Standard > Bookings
Range options: Report Date
Selection options: Activity
Default Columns: Member number, Barcode, First Name, Last Name, Gender, Age, Email, Home Phone, Mobile, Work
Phone, Home Address (1-4), Postcode, Subscriber Status, Booking Status, Booking Date, Club Name, Activity, Physical
Resources, Human Resources
Additional Columns: None available

9. ACTIVITY LIST
This report lists all activities that are currently booked (including classes and ad hoc activities).
Found under: Standard > Bookings
Range options: Report Date
Selection options: Activity, Instructor, Location
Default Columns: Activity, Location, Instructor, Date, Details, Capacity, Booked, Waiting, Cancelled, Attended, Date Time
Additional Columns: None available

10. ACTIVITY LIST

Found under: Standard > Sales Reports > List
Range options: Type, Result, Created, Display Date, Call Regarding, Meeting Regarding

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Selection options: Name, Gender, Age, Origin Date, Last Contacted, Enquiry Type, Prospect Status, Marketing Source,
Promotion
Default Columns: Activity Person, Name, Result, Activity, Display Date, Ended, Scheduled
Additional Columns: Club Name, Regarding, Promotion, Source

11. ACTIVITY MEMBER DETAIL

Found under: Standard > Bookings
Range options: Schedule Date, Resource
Selection options: None available
Default Columns: Booking Club, Home Club, name, Title, First Name, Last Name, Member number, Gender, DOB,
Payment Method, Membership, Price Type, Email, Ethnic Origin, Home Address (1-4) Postcode, Mobile, Home Telephone,
Work Telephone, Head, Joined, Terminated, Last Use Date, Booked Online, Activity Name, Display Date, Activity Time,
Charge, Total Booked, Attended, Capacity, Status
Additional Columns: None available

12. ACTIVITY SPECIFIC REPORT

This report shows all activities booked in the given range. It may appear there are duplicates, but the activity actually
shows once for every location its under (so Circuits booked in to Main hall area 1, Main hall area 2 and Main hall area 3
will show three times).
Useful for:

Attendance;
Location utilisation (when using the additional column for Location)

Found under: Standard > Bookings

Range options: Report date (includes all date options).
Selection options: Activity, Instructor, Location
Default Columns: Instructor, DATE, DETAILS, Capacity, Booked, Waiting, Cancelled
Additional Columns: Resource, Location

13. AGE BASED AGREEMENT CHANGES

This report shows all members who will be upgraded by the Agreement Change on Age Restriction Reached
functionality (Control Panel >> Agreement Management >> Agreement >> Pricing >> Demographic Upgrades).
Found under: Standard > Memberships > Automated Agreement Changes
Range options: Current Membership Type, Current Price Type, New Membership Type, New Price Type
Selection options: Initial Processing Failed, Final Processing Failed, Any Processing Failed, Initial Processing Date, Upgrade
Processing Date, Final Processing Date
Default Columns: Club Name, Member Number, First Name, Last Name, Pre Change Membership Type, Pre Change
Membership Price, Post Change Membership Type, Post Change Membership Price, Current Cycle Fee, New Cycle Fee,
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Current Billing Method, Current Billing Cycle, New Billing Method, New Billing Cycle, Home Phone, Mobile Phone, Work
Phone, Home Address 1-4, Postcode, Email, Current DOB, DOB On Processing, Birthday This Year, Age On Processing, Max
Agreement Age, Initially Processed Date, Upgrade Active Date, Upgrade To Be Performed, Finally Processed Date, Initial
Processing Failed Reason, Final Processing Failed Reason, Initial Event Resolved Date
Additional Columns: None available

14. AGED DEBTORS

The Aged Debtors reports shows every member with a debt on their account. This report is designed to be run for a
specific date; running over several days will produce duplicate results (1 result for every day the member was in debt).
Useful for:

Finding total debt;

Seeing debts on a specific date;
Confirming how old debt is.

Found under: Member Billing/Payment > Member Payments > Aged Debtors
Range options: Membership Type, Member Status, Report Date (includes all date options)
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source
Default Columns: Member No, Name, Status, Last Use Date, Joined, Total Due, Due0to30, Due31to60, Due61to91,
DueOver90, Mobile, Home Phone, Work Phone
Please note: Last Use Date refers to the Last Use Date as set in Membership Management, not the last time the member
visited the centre
Additional Columns: Home Club, Barcode, Membership, Open Credits, Agreement Start, Agreement Status, Agreement
Type, Billing Months, Check In Note, Club Name, Collect Frequency, Cycle Fees, DOB, Email, Emergency Contract No,
Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Gender,
Head, Home Address(1-4), In Hard Count, Is Frozen, Last Payment, Last Visit, Last Name, Marital Status, Medical Allergies,
Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests,
Member Status, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postcode,
Price Type, Renewal Months, Renewal Date, Salutation, Signer Member No, Sold At Club, Source, Source Member,
Terminated, Terminated Reason, Terms Exist, Title, Usage Months.
Aggregated/Live: Aggregated every night

15. AGREEMENT COUNT

Found under: Standard > Analysis
Range options: Member Status, Membership Type
Selection options: None available
Default Columns: Club Name, Agreement, Agreement Price, Total
Additional Columns: None available

16. AGREEMENT GL CODE CONFIGURATION

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This report shows the information configured in Control Panel >> Data >> General Ledger.
Found under: Standard > Configuration > Agreement Configuration
Range options: None available
Selection options: None available
Default Columns: GL Account, GL Account Description, Process Type Name, Priority, Source, Agreement Type, Inactive
Date, Active Date, Billing Cycle, Billing Method, Agreement, Agreement Price, Short Term, xRef GL Account Process ID
Additional Columns: None available

17. AGREEMENT LIST

This report generates a list of all members and their details.
Found under: Standard > Analysis
Range options: Head, Membership Type, Agreement Type, Agreement Status, Collection Method, Agreement Start Date,
Next Collection Date, Auto Collection, Sold at Club, Price Type
Selection options: Member Status, First Name, Renewal Date, Termination Date, Last Use Date, Member Start Date,
Marketing Source, Obligation Date
Default Columns: Home Club, Member No, Signer Member No, Name, Gender, Membership, Agreement Type, Payment
Method, Enrolment Fee, Cycle Fee, Sold AT Club, Member number, Renewal, Visits, Club ID
Additional Columns: Salesperson Name, Agreement Start, Agreement Status, Barcode, Billing Months, Check In Note,
Club Name, Collect Frequency, Cycle Fees, DOB, Email, Emergency Contact No, Emergency Contact Person, Employer,
Ethnic Origin, Final Bill Date, First Bill Date, First Name, Head, Home Address(1-4),Home Phone, In Hard Count, Is Frozen,
Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies, Medical conditions, Medical
Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile,
Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Postcode, Price Type, Renewal Months,
Renewal Date, Salutation, Source, Source Member, Terminated, Terminated Reason, Terms Exist, Title, Usage Months,
Work Phone

18. AGREEMENT PRICE USAGE SUMMARY

This report shows the number of successful swipes by agreement and agreement price per club, per month.
Found under: Standard > Member Activity > Member Usage > Usage Summary
Range options: None available
Selection options: Membership Type
Default Columns: Region, Club Name, Membership, Price Type, Current Month (0 - - 25)
Additional Columns: None available
Please Note: Only data after 01/10/2014 will be shown in this report.

19. AGREEMENT SUBS LIST

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
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Range options: Membership Type, Next Bill Date

Selection options: Account Type, Account Reference, Account Number, BACS Code, Member Status, Frequency, Final Bill
Date
Default Columns: Home Club, Member number, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill Date,
Account number, Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact Number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, First Bill Date, First Name, Gender, GL Account, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen,
Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Member
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Name, Obligation
Date, Occupation, Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation,
Signer Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months,
Work Phone

20. AGREEMENT SUMMARY

Found under: Standard > Analysis
Range options: Agreement, Agreement Status, Agreement Start Date, Price Type
Selection options: None available
Default Columns: Columns not available to customise

21. AGREEMENT USAGE SUMMARY

This report shows the number of successful swipes by agreement per club, per month.
Found under: Standard > Member Activity > Member Usage > Usage Summary
Range options: None available
Selection options: Membership Type
Default Columns: Region, Club Name, Membership, Current Month (0 - -25)
Please Note: Only data after 01/10/2014 will be shown in this report.

22. AGREEMENT WITHOUT ACCOUNTS

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, Member Status, Frequency, Final Bill Date
Default Columns: Home Club, Member number, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill Date,
Account number, Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, First Bill Date, First Name, Gender, GL Account, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen,
Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Name, Obligation
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Date, Occupation, Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation,
Signer Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months,
Work Phone

23. AGREEMENTS LIST

This report generates a list of all members and their details. Terminated and lapsed members are included by default, but
this can be altered in Selection Options.
Useful for:

Finding members who joined in a specific range;

Finding members who last used the club in a specific range;
Finding members terminated in a specific range;
Finding all Autobill members.

Found under: Standard > Memberships > Member Agreements Report > Standard Agreements > Agreements List
Range options: Head, Membership Type, Agreement Type, Agreement Status, Collection Method, Agreement Start Date,
Next Collection Date, Auto Collection, Sold at Club, Price Type
Selection options: Member Status, First Name, Renewal Date, Termination Date, Last Use Date, Member Start Date,
Marketing Source, Obligation Date
Default Columns: Home Club, Signer Member No, Name, Gender, Membership, Agreement Type, Payment Method,
Enrolment Fee, Cycle Fee, Sold AT Club, Valid Credit Card
Additional Columns: Agreement Start, Agreement Status, Barcode, Billing Months, Check In Note, Club Name, Collect
Frequency, Cycle Fees, DOB, Email, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin, Final Bill
Date, First Bill Date, First Name, Head, Home Address(1-4),Home Phone, In Hard Count, Is Frozen, Joined, Last Payment,
Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies, Medical conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date,
Obligation Date, Occupation, Outstanding, Paid Date, Postcode, Price Type, Renewal Months, Renewal Date, Salutation,
Source, Source Member, Terminated, Terminated Reason, Terms Exist, Title, Usage Months, Work Phone

24. AGREEMENT SUMMARY

This report provides a breakdown of all agreements by price type and payment method. It also shows the number of
members on each agreement and income generated by that membership.
Found under: Standard > Analysis
Range options: Agreement, Agreement Status, Agreement Start Date, Price Type
Selection options: None available.
Default Columns: Columns not available to customise.

25. AGREEMENT WITHOUT ACCOUNTS

This report shows members who meet all of the following criteria:

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the member has an active agreement in Membership Management;

the member is billed by Direct Debit (Agreement tab > Payment Information > Payment Type);
Autobill is ticked (Agreement tab > Payment Information > Autobill);
the member has no active bank account (Account Details > Payment Information > Bank Details Active set to No.
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Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, Member Status, Frequency, Final Bill Date
Default Columns: Home Club, Member No, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill Date,
Account No, Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact No, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, First Bill Date, First Name, Gender GL Account, Head, Home Address(1-4), Home Phone, In Hard Count, Is Frozen,
Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Obligation Date,
Occupation, Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer
Member No, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months, Work Phone

26. AGREEMENTS LIST

Found under: Standard > Memberships > Member Agreements Report > Standard Agreements
Range options: Head, Membership Type, Agreement Type, Agreement Status, Collection Method, Agreement Start Date,
Next Collection Date, Auto Collection, Sold At Club, Price Type
Selection options: Member Status, First Name, Renewal Date, Termination Date, Last Use Date, Member Start Date,
Marketing Source, Obligation Date
Default Columns: Home Club, Signer Member number, Member number, Name, Gender, Membership, Agreement Type,
Payment Method, Enrolment Fee, Cycle Fee, Sold At Club, Valid Credit Card
Additional Columns: Agreement Start, Agreement Status, Barcode, Billing Months, Check In Note, Club Name, Collect
Frequency, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Ethnic Origin, Final
Bill Date, First Bill Date, First Name, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last
Payment, Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill
Date, Obligation Date, Occupation, Outstanding, Paid Date, Postcode, Price Type, Renewal Months, Renewal Date,
Salutation, Source, Source Member, Terminated, Termination Reason, Terms Exist, Title, Usage Months, Work Phone

27. APPOINTMENTS STATUS TODAY

Found under: Standard > Operations > Daily Reports
Range options: Type, Regarding, Result, Created, Display Date
Selection options: Name, Gender, Age, Origin Date, Last Contacted, Enquiry Type, Prospect Status, Marketing Source,
Promotion
Default Columns: Activity Person, Name, Result, Activity, Display Date, Ended, Scheduled
Additional Columns: Club Name, Regarding, Promotion, Source

28. APPOINTMENTS ANALYSIS

Found under: Standard > Sales Reports > Aggregate
Range options: Report Date
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Selection options: None available.

Default Columns: Name, Club Name, Appointment 1st Set, Appointment Reschedule Set, Appointment Be Back Set, Total
Apps Set Yesterday, Appointment 1st, Appointment Reschedule, Appointment Be Back, Total Apps Today, Appointment
1st Held, Appointment Be Back Held, Total Apps Held Yesterday, Appointment 1st Set MTD, Appointment Reschedule Set
MTD, Appointments Be Back Set MTD, Total Apps Set MTD, Appointment 1st Held MTD, Appointment Be Back Held MTD,
Total Apps Held MTD
Additional Columns: None available.

29. APPOINTMENTS SET TODAY

Found under: Standard > Operations > Daily Reports
Range options: Type, Regarding, Result, Created, Display Date
Selection options: Name, Gender, Age, Origin Date, Last Contacted, Enquiry Type, Prospect Status, Marketing Source,
Promotion
Default Columns: Activity Person, Name, Result, Activity, Display Date, Ended, Scheduled
Additional Columns: Club Name, Regarding Promotion, Source

30. ATTENDANCE RATIO DETAILED

Found under: Standard > Bookings
Range options: None available
Selection options: None available
Default Columns: Band Description, Band Active Date, Band Inactive Date, Ratio From, Ratio To, Member number, Name,
Exempted, Total Members in Ratio, Total Members in Band
Additional Columns: None available

31. AUTO DD COLLECTION REPORT

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available
Default Columns: Club ID, Run number, Club Name, From Date, To Date, Billed, Total, Processed, Total Records on DD file,
Total Amount of Collection
Additional Columns: None available

32. AXAPTA IMPORT

Found under: Financial Reports
Range options: None available
Selection options: Report Date, User

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Default Columns: None available

Additional Columns: None available

33. BACS BREAKDOWN

Found under: Financial Reports
Range options: None available
Selection options: Report Date, Run number
Default Columns: Centre, Name, Dept, Code, Income
Additional Columns: None available.

34. BACS BREAKDOWN EXPORT

Found under: Financial Reports
Range options: None available
Selection options: Report Date, Run number
Default Columns: Centre, Dept, Code, Income
Additional Columns: None available.

35. BACS FUTURE BREAKDOWN

Found under: Financial Reports
Range options: None available
Selection options: Report Date
Default Columns: Centre, Name, Dept, Code, Income
Additional Columns: None available.

36. BACS FUTURE BREAKDOWN EXPORT

Found under: Financial Reports
Range options: None available
Selection options: Report Date
Default Columns: Centre, Name, Dept, Code, Income
Additional Columns: None available.

37. BACS REJECTIONS

Found under: Financial Reports

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Range options: None available

Selection options: Report Date, Run number
Default Columns: Centre, Name, Dept, Code, Income
Additional Columns: None available.

38. BACS REJECTIONS EXPORT

Found under: Financial Reports
Range options: None available
Selection options: Report Date, Run number
Default Columns: Centre, Dept, Code, Income
Additional Columns: None available.

39. BANK ACCOUNT USAGE

This report gives a list of members who have the same bank details as another member. The report will show the account
details and the number of uses.
Found under: Standard > Audit
Range options: None available
Selection options: Account Number, Sort Code, Member Name, Account Name, No. of Usages
Default Columns: Home Club, Name, Email, Member, Account Number, Sort Code, Account Name, Number of Usages
Additional Columns: None available.

40. BANKINGS
Found under: Standard > Financial
Range options: None
Selection options: Lift Date
Default Columns: Date, Slip Number, Seal Number, Value, Note
Additional Columns: None available.

41. BLOCK BOOKING DATES

This report shows the start and end dates of recurring block bookings in the given range.
Found under: Standard > Bookings > Block Bookings
Range options: Booking Date, First Session In Recurrence, Last Session In Recurrence, First Booked in Recurrence, Last
Booked In Recurrence

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Selection options: None available

Default Columns: Club Name, Activity, Location, Booking Date, Member Number, First Name, Last Name, First Session In
Recurrence, Last Session in Recurrence, Number of Recurrences, First Session in Recurrence Still Scheduled, Last Session
In Recurrence Still Scheduled, Email, Home Address (1-4), Postcode, Home Phone, Mobile Phone, Work Phone
Additional Columns: None available.

42. BOLT-ON SERVICES REPORT

Shows members with bolt-ons, and which bolt-on is in use.
Found under: Standard > Member Billing/Payment
Range options: None available
Selection options: Start Date, Agreement, Payment Method, Bolt-On Service, Agreement Status, End Date, Bolt-On
Charge
Default Columns: Home Club, Signer Member No, Member Number, Name, Agreement Status, Agreement, Payment
Method, Bolt-On Service, Start Date, End Date, Bolt-On Charge, Item No, Termination Date
Additional Columns: None available

43. BOOKING BANS

Found under: Standard > Bookings > Booking Penalties
Range options: Ban Active, Banned From, Banned To
Selection options: None available
Default Columns: Club Name, Member number, Frist Name, Last Name, Email, Booking Penalty Name, Active Strikes to
Ben Member, Banned From, Originally Banned To, Banned To, Ban Active, Ban Overridden, Overridden By, Total Number
of Bans, Number of Bans Overridden, Home Address (1-3)
Additional Columns: Home Address (4), Postcode, Home Phone, Mobile Phone, Work Phone, Age, Membership, Price
Type, Gender

44. BOOKING DATA DUMP

Shows all bookings for the given range (includes block bookings, classes and ad hoc bookings).
Found under: Standard > Analysis
Range options: Report Date (includes all date options)
Selection options: Activity, Instructor, Location
Default Columns: Trans No, Club Name, Name, Member No, DATE, Week Day, Reservation Name, Resource Price,
Member Price, Instructor, Location, Status, Paid, ID, Billing ID
Additional Columns: None available

45. BOOKING PROMOTION

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Found under: Standard > Bookings

Range options: Activity Date, Paid Date
Selection options: Paid Status, Subscriber Status, Agreement Type, Payment Handler, Promo Code
Default Columns: Booking Date, Guid, Club Name, Activity Date, Activity Name, Activity Time, Member Number, Member
Name, Agreement Name, Paid Amount, Promo Name, Promo Code, Discount Value, Paid Date, Code, Paid Status,
Subscriber Status, Payment Method, Is Kiosk Booking, User Agent, Client Type, Payment Handler
Additional Columns: None available

46. BOOKING STRIKE SUMMARY

Found under: Standard > Bookings > Booking Penalties
Range options: Has Active Strikes, Ban Active, Banned From, Banned To
Selection options: None available
Default Columns: Club Name, Member number, First Name, Last Name, Email, Number of Active Strikes, Total Strikes,
Number of Strikes Overridden, Banned From, Originally Banned To, Banned To, Ban Active, Ban Overridden, Home
Address (1-3)
Additional Columns: Home Address (4), Postcode, Home Phone, Mobile Phone, Work Phone, Age, Membership, Price
Type, Gender

47. BOOKING STRIKES

Found under: Standard > Bookings > Booking Penalties
Range options: Strike Active, Strike Overridden, Banned From, Banned To
Selection options: None available
Default Columns: Club Name, Member number, First Name, Last Name, Email, Strike Active From, Strike Active To, Strike
Configured Length, Strike Name, Strike Active, Strike Overridden, Overridden By, Strike Override Reason, Raised By, Strike
Source, Strike Source Time
Additional Columns: Home Address (1-44), Postcode, Home Phone, Mobile Phone, Work Phone, Age, Membership, Price
Type, Gender

48. BOOKINGS INVOICE

Found under: Standard > Bookings
Range options: Activity, Invoice Date
Selection options: Alt Code, Member Status, Post Code
Default Columns: Corporate Name, Alt Code, Home Address (1-3) Postcode, Home Club, Invoice Date, Invoice Due Date,
Booking Club, Location, Activity, Time, Scheduled Date, Notes, Amount, Amount (ex VAT), Amount (inc VAT)
Additional Columns: Barcode, Check In Note, Date, DOB, Email, Emergency Contact number, Emergency Contact Person,
Employer, Ethnic Origin, First Name, Gender, Home Address 4, Home Phone, Joined, Last Visit, Last Name, Marital Status,
Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals,
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member Interests, Member number, Mobile, Name, Obligation Date, Salutation, Source, Source Member, Status, Title,
Work Phone

49. BOOKINGS TO BE INVOICED

Found under: Standard > Invoicing
Range options: Booking Date, Booking Made Date, Booking Status, Bookee Status, Already Invoiced, Booking Type,
Booking Charge Type, Booking Balance Outstanding
Selection options: None available
Default Columns: Club Name, Member number, First Name, Last Name, Booking Name, Activity, Booking Date, Booking
Made Date, Booking Duration, Booking Status, Bookee Status, Total Per Session, Discount Per Session, To Pay Per Session,
Balance Per Session, Already Invoice, Booking Type, Booking Charge Option
Additional Columns: None available

50. BULK ADMIN TEMPLATE

This report is the template that should be used for Bulk Log imports.
Found under: Standard > Memberships > Member List Report > Member Status
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Contracted Agreement
Default Columns: First Name, Last Name, Member number, Status, Cycle Fees, Agreement, Agreement Price, Charge,
New Agreement, New Agreement Price, New Cycle Fee, New Agreement Start Date, New Obligation Date, New Renewal
Date, New Last Usage Date, New Next Bill Date, New Termination Date, New BACS Code, New Account Name, New BACS
Reference, New Sort Code, New Account number
Additional Columns: None available

51. CANCELLED ACCOUNTS

Found under: Standard > Member Billing/Payment > Member Accounts > Account Administration
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, BACS Code, Member Status, Frequency, Final Bill
Date
Default Columns: Home Club, Member number, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill Date,
Account number, Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Corporate, Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact number, Emergency
Contact Person, Employer, Enrolment Fee, Ethnic Origin, First Bill Date, First Name, Gender, Head, Home Address (1-4),
Home Phone, In Hard Count, Is Frozen, Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status,
Matriculation Date, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Name, Obligation Date, Occupation,
Outstanding, Paid Date, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer
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Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Terms Exist, Title, Usage
Months, Work Phone

52. CANCELLED MEMBERS

Found under: Standard > Memberships > Member List Report > Member Status
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Contracted Agreement
Default Columns: Club Name, Member number, Barcode, Name, Gender, Membership, Head, Joined, Terminated,
Preferred Day for DD Payments, Terms Exist
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, Check In Note, Corporate,
Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person,
Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Home Address (1-4), Home Phone, In
Hard Count, Is Frozen, Joined, Last Payment, Last Visit, Last Name, Marital Status, Matriculation Date, Medical Allergies,
Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests,
Member Status, Mobile, Name, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Payment Method,
Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member number, Sold At Club, Source, Source
Member, Termination Reason, Title, Usage Months, Work Phone

53. CASH LIFT REPORT

Shows all shifts that have been opened.
Useful for:

Confirming a shift was opened;

Checking who lifted and verified the shift;
Seeing overall variances.

Found under: Standard > POS reports

Range options: Date (includes all date options)
Selection options: Shift Status, Lift Min Value, Lift Max Value, Variance Min Value, Variance Max Value, Adjustment Min
Value, Adjustment Max Value
Default Columns: Club Name, Shift, Reconciled, Lift Date/Time, Lift Amount, Variance, Adjustment, Reason, Shift Closer,
Lift Verifier
Additional Columns: None available
Aggregated/Live: Live

54. CATEGORY SUMMARY REPORT

Provides breakdown of income. Please note credit notes are not taken in to account on this report.
Found under: Standard > POS reports
Range options: Date From, Date to

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Selection options: Shifts, Register, Username

Default Columns: Columns not available to customise

55. CATEGORY SUMMARY ADDITIONAL TENDERS

Found under: Standard > POS reports
Range options: Date From, Date to
Selection options: Shifts, Register, Username
Default Columns: Columns not available to customise.

56. CENTRE GL SALES

Found under: Financial Reports
Range options: Report Date
Selection options: None available
Default Columns: Usage Club ID, Club Name, GL Code, Cost Centre, Description, Total Amount, Total VAT, Net Amount
Additional Columns: None available

57. CHECK IN
Found under: Standard > Bookings > LEMS
Range options: Zone, Check In Date
Selection options: None available
Default Columns: Club Name, Zone, Room Name, First Name, Last Name, Check In Date, Check Out Date, Booking
Reference, Booking Contact First Name, Booking Contact Last Name, Event Name, Booking Notes
Additional Columns: Actual Check In, Actual Check Out

58. CHECK OUT

Found under: Standard > Bookings > LEMS
Range options: Zone, Check Out Date
Selection options: None available
Default Columns: Club Name, Zone, Room Name, First Name, Last Name, Check In Date, Check Out Date, Booking
Reference, Booking Contact First Name, Booking Contact Last Name, Event Name, Booking Notes
Additional Columns: Actual Check In, Actual Check Out

59. CLASS DETAIL

Found under: Standard > Bookings
Range options: Booking Date, GL Account, Subscriber Status, Class Name
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Selection options: None

Default Columns: Club Name, Member number, First Name, Last Name, Class Name, Booking Date, Booking Time,
Membership, Price Type, Booking Status, Subscriber Status, Class Price, Discount Receieved, Charged Amount,
Outstanding Amount, GL Account
Additional Columns: GL Account Description, Accounting ID, Cost Centre ID, Cost Centre Name, Email, Home Phone,
Mobile Phone, Work Phone, Age, Gender, Home Address (1-4), Postcode

60. CLASS UPTAKE RATE

This report shows the rate at which activities are being booked out after becoming available.
Found under: Standard > Bookings > Uptake Activity
Range options: Class Date
Selection options: None
Default Columns: Club Name, Class Description, Class Date, Earliest Booking Date, First Booking, Capacity, Number
Booking Within 1 Minute, % Utilisation Within 1 Minute, Number Booking Within 5 Minutes, % Utilisation Within 5
Minutes, Number Booking Within 10 Minutes, % Utilisation Within 10 Minutes, Number Booking Within 30 Minutes, %
Utilisation Within 30 Minutes, Class First Reached Capacity, Total Bookings, Number Created Online, First Booking By
Additional Columns: None available

61. CLASS UTILISATION

This report gives information on classes in the given range.
Useful for:

Checking popularity of a class;

Checking income received from a specific class.

Found under: Standard > Bookings

Range options: Date From to Date to.
Selection options: None available.
Default Columns: Club Name, Class Description, Date, Day, Time, Teacher, Capacity, Actual, Spaces, % Utilisation, Actual
Income, Outstanding Income.
Additional Columns: None available.
Please note: Teachers will not show under the Teacher Column unless they are set as Active and Bookable in Bookings >>
Resource Details.

62. CLUB APPOINTMENTS ANALYSIS

Found under: Standard > Sales Reports > Aggregate
Range options: Report Date (includes all date options)
Selection options: None available

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Default Columns: Name, Club Name, Appointment 1st Set, Appointment Reschedule Set, Appointment Be Back Set, Total
Apps Set Yesterday, Appointment 1st, Appointment Reschedule, Appointment Be Back, Total Apps Today, Appointment
1st Held, Appointment 2nd Plus Held, Total Apps Held Yesterday, Appointment 1st Set MTD, Appointment Reschedule Set
MTD, Appointments Be Back Set MTD, Total Apps Set MTD, Appointment 1st Held MTD, Appointment 2nd Plus Held MTD,
Total Apps Held MTD
Additional Columns: None available

63. CLUB DETAILS

Found under: Standard > Configuration > Club Details
Range options: None available
Selection options: None available
Default Columns: Club Name, Usage Club ID, Main Location ID, Online Location ID, Location GUID, Region Name,
Agreement Region Name, Inventory Region Name, Club Email, Club Phone, Club Address (1-3)
Additional Columns: Club Post Code, Club Prefix, Club Accounting number, CMS URL

64. CLUB EVENT LOG

Covers everything Legend classes as an Event
Useful for:

Finding all members with a specific event (e.g. a booking ban was imposed);
Run against the event code CHDRAWOPEN to see when members of staff have opened the cash drawer (needs
to be run against member of staffs homeclub, as set in MM).

Found under: Standard > Member Activity > Member Events > Club Events
Range options: Membership Type, Severity, Event Created Date (includes all date options)
Selection options: Event Category, Event Resolved Date, Event Club, Event Code, Member No, First Name, Gender, Age,
Username, Contracted Agreement, Telephone, Post, Email, Text
Default Columns: Home Club, Member No, Name, Membership, Event Description, Event Created Date, Event Resolved
Date, Username, Home Phone, Terms Exist, Telephone, Post, Email, Text
Additional Columns: Notes, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In
Note, Club Name, Cycle Fees, DOB, Email, Emergency Contact Number, Emergency Contact Person, Employer, Enrolment
Fee, Ethnic Origin, Event Code, Final Bill Date, First Bill Date, First Name, Gender, Head, Home Address(1-4), In Hard
Count, Is Frozen, Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill
Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date,
Salutation, Signer Member No, Sold At Club, Source, Source Member, Terminated, Terminated Reason, Title, Usage
Months, Work Phone

65. CLUB EVENT LOG NEW

Found under: Standard > Member Activity > Member Events > Club Events
Range options: Membership Type, Severity, Event Created Date (includes all date options).

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Selection options: Event Category, Event Resolved Date, Event Club, Event Code, Member No, First Name, Gender, Age,
Username
Default Columns: Home Club, Member No, Name, Membership, Event Description, Event Created Date, Event Resolved
Date, Username, Home Phone
Additional Columns: Notes, Email, Event Code, Joined, Outstanding, Work Phone

66. COMMIDEA TRANSACTION SEARCH

Found under: Standard > POS Reports > Online Transactions
Range options: None available
Selection options: Commidea Transaction ID
Default Columns: Online Purchase ID< Email, Total Amount, Processing Date, Auth Code, Commidea Transaction ID, First
Name, Last name, Member number, Transaction Type, Transaction Description, Transaction Club, AL Account, Booking
Status, Booking Created, Booking Last Updated, Booking Last Updated By
Additional Columns: None available

67. COMPETENCY COMPLETION

Found under: Standard > Bookings > Sports Courses
Range options: Discipline, Current Level, Future Level, Session Date, Day of Week, Instructor
Selection options: None available
Default Columns: Club Name, Member number, First Name, Last Name, Discipline, Current Level, Future Level, Course
Start Date, Day, Course Name, Hour, Minutes, Instructor, Course Term, Enrolment Fee, Course Timing, Move Type,
Number of Competencies, Number of Competencies Taken, Number of Competencies Passed, Number of Competencies
Manually Passed, Percentage of Competencies Taken, Percentage of Competencies Passed
Additional Columns: Membership, Price Type, DOB, Home Phone, Balance, Billed Amount, Discount Amount, Email,
Home Address (1-4), Mobile Phone, Postcode

68. CORPORATE AGREEMENTS

Found under: Standard > Memberships > Member Agreements Report > Corporate Agreements
Range options: Membership Type, Agreement Types
Selection options: Member Status, Agreement Status, First Name, Billing Method, Marketing Source, Agreement Start
Date, Renewal Date, Termination Date, Next Bill Date, Last Use Date, Sold At Club, Auto Payer
Default Columns: Home Club, Signer Member No, Member No, Name, Gender, Membership, Agreement Type, Payment
Method, Enrolment Fee, Cycle Fee, Sold At Club
Additional Columns: Agreement Start, Agreement Status, Barcode, Billing Months, Check In Note, Club Name, Collect
Frequency, Cycle Fees, DOB, Email, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin, Final Bill
Date, First Bill Date, First Name, Head, Home Address(1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last Payment,
Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies, Medical conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date,

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Obligation Date, Occupation, Outstanding, Paid Date, Postcode, Price Type, Renewal Months, Renewal Date, Salutation,
Source, Source Member, Terminated, Terminated Reason, Terms Exist, Title, Usage Months, Work Phone

69. CORPORATE BOOKINGS

Shows all corporate bookings made in a given range.
Found under: Standard > Bookings
Range options: Date From to Date To.
Selection options: Alt Code.
Default Columns: Alt Code, Corporate Name, Activity Ref, Occurrence, Activity, Display Date, Status, Collect Frequency,
Start Date, Sessions.
Additional Columns: None available.

70. CORPORATE DD PAYMENTS THIS MONTH

Found under: Standard > Member Billing/Payment > Member Payments > Automatic Payments
Range options: Membership Type, Paid Date
Selection options: Termination Date, Billing Method, Paid at Club, Membership Price Type, Agreement Type, GL Account
Code
Default Columns: Home Club, Member number, Name, POS Payment Method, Amount, Membership, Price Type, Status
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, Final Bill Date, First Bill Date, First Name, Gender, GL Account, Head, Home Address (1-4), Home Phone, In Hard
Count, Is Frozen, Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill
Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Renewal Months, Renewal Date, Salutation,
Signer Member number, Sold At Club, Source, Source Member, Terminated, Terminated Reason, Title, Usage Months,
Work Phone

71. CORPORATE INVOICES THIS MONTH

Found under: Standard > Member Billing/Payments > Member Payments > Automatic Payments
Range options: Membership Type, Paid Date
Selection options: Termination Date, Billing Method, Paid at Club, Membership Price Type, Agreement Type, GL Account
Code
Default Columns: Home Club, Member number, Name, POS Payment Method, Amount, Membership, Price Type, Status
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, Final Bill Date, First Bill Date, First Name, Gender, GL Account, Head, Home Address (1-4), Home Phone, In Hard
Count, Is Frozen, Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill
Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Renewal Months, Renewal Date, Salutation,

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Signer Member number, Sold At Club, Source, Source Member, Terminated, Terminated Reason, Title, Usage Months,
Work Phone

72. CORPORATE LINKED AGREEMENTS

Found under: Standard > Memberships > Member Agreements Report > Corporate Agreements
Range options: Membership Type, Agreement Types
Selection options: Member Status, Agreement Status, First Name, Billing Method, Marketing Source, Agreement Start
Date, Renewal Date, Termination Date, Next Bill Date, Last Use Date, Sold At Club, Auto Payer
Default Columns: Home Club, Signer Member number, Member number, Name, Gender, Membership, Agreement Type,
Payment Method, Enrolment Fee, Cycle Fee, Sold At Club
Additional Columns: Agreement Start, Agreement Status, Barcode, Billing Months, Check In Note, Club Name, Cycle Fees,
DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Ethnic Origin, Final Bill Date, First Bill
Date, First Name, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last Use Date, Last Visit, Last
Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation,
Outstanding, Paid Date, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Source, Source Member,
Terminated, Terminated Reason, Terms Exist, Title, Usage Months, Work Phone

73. COURSE ATTENDEES

Shows all members booked on to the course and if they have paid. Start and end dates need to match those in Bookings.
The report can only be run for one course at a time. Note this is just for standard courses, not Sports Courses.
Useful for:

Giving to instructor to identify members who havent paid;

Identifying members on the course who have medical issues (medical details Column is a default).

Found under: Standard > Bookings

Range options: Course Start Date to Course End Date (both only available as Exact).
Selection options: Course Name, Attendee Status.
Default Columns: Name, Member No, DOB, Awards, Medical Details, Mobile, Home Phone, Work Phone, Membership,
Paid, Status, Course Dates, Teacher Name, Total Sessions
Additional Columns: None available.

74. COURSE ATTENDEES

This report shows every member that has booked on to the course and whether they have paid. Please note that Start
and End dates must exactly match those in Back Office and that this is only for Sports Courses, not standard courses.
Found under: Standard > Bookings > Sports Courses
Range options: Discipline, Level, Course Status, Short Code, Day of Week, Instructor, Course Start Date, Course End Date
Selection options: None available
Default Columns: Club Name, Course Status, Discipline, Level, Day, Course Name, Short Code, Start Time, Course Start
Date, Course End Date, Number of Sessions, Location, Instructor, Number Attended, Member number, First Name, Last
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Name, Membership, Price Type, DOB, Home Phone, Mobile Phone, Work Phone, Email, Home Address (1-4), Post Code,
Course Price, Balance
Additional Columns: None available.

75. COURSE ATTENDEES MERGE REPORT

Gives details of course attendees. The report can be run for multiple courses at the same time.
Useful for:

Targeting members who have enrolled on several courses for marketing purposes.

Found under: Standard > Bookings

Range options: Course Start Date to Course End Date (includes all date options).
Selection options: Course Name, Subtype, Course Attendee Status
Default Columns: Course Name, Main Category, Sub Category, Time, Subtype, Member No, Name, Membership, DOB,
Home Address(1-4), Postcode, Home Phone, Mobile, Work Phone, Instructor
Additional Columns: None available.

76. COURSE CONTRACT DEBTORS LIST

Found under: Standard > Bookings > Course Reports
Range options: Report Date (exact only).
Selection options: None available.
Default Columns: Region, Site, Total Debt, Due 0 to 30, Due 31 to 60, Due 61 to 90, Due Over 90.
Additional Columns: None available

77. COURSE DEBTORS LIST

Found under: Standard > Bookings > Course Reports
Range options: Course Start Date, Course End Date
Selection options: None available.
Default Columns: Course Subtype, Course Name, Member Name, Member Number, Parent, Amount outstanding, Date
Booked, Teacher, Home Phone, Work Phone, Mobile.
Additional Columns: None available

78. COURSE DETAIL

Shows all members booked on courses. Gives details about members, course income and course uptake.
Found under: Standard > Bookings > Course Reports
Range options: None available
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Selection options: Course Start Date, Course Start End Date, Course Type, Course Sub Type
Default Columns: Booking Club, Home Club, Name, Title, First Name, Last Name, Member No, Gender, DOB, Payment
Method, Agreement, Price Type, Email, Ethnic Origin, Address1, Address2, City, County, Postcode, Home Phone, Work
Phone, Mobile Phone, Head, Joined, Terminated, Last Visit, Main Category, Sub Category, Course Name, Course Term,
Instructor, Course Start Date, Course End Date, Capacity, Attendees, % Utilisation, Price Per Session, Price Paid Per
Session, Yield, Payment Media, Total Sessions, Booked Sessions, Income
Additional Columns: None available.

79. COURSE INCOME

Found under: Standard > Bookings > Course Reports
Range options: Date Raised (all date options available)
Selection options: Main Category, Sub Category
Default Columns: Course Club, Accounting No, Date Raised, Course Name, Main Category, Sub Category, Course Start
Date, Course End Date, GL Account, GL Description, Amount, Line Type
Additional Columns: Cash, Paid Cheque, Paid Card, Paid Voucher, Account, Paid Other, Paid Credit Note

80. COURSE INCOME - MEMBER

Found under: Standard > Bookings > Course Reports
Range options: Date Raised (all date options available)
Selection options: Main Category, Sub Category
Default Columns: Course Club, Accounting No, Member Number, First Name, Last Name, Date Raised, Course Name,
Main Category, Sub Category, Course Start Date, Course End Date, GL Account, GL Description, Amount, Tender, Line
Type.
Additional Columns: Age, Home Club, DOB, Date/Time Raised, Email, Enrolment Type, Membership Status, Course Term,
Emergency Contact No, Emergency Contact Person, Ethnic Origin, Home Address (1-4), Postcode, Home Telephone, Work
Telephone, Mobile, Membership, Price Type, Paid Cash, Paid Cheque, Paid Card, Paid Voucher, Paid Account, Paid Other,
Paid Credit Note, Username

81. COURSE LIST

Found under: Standard > Bookings
Range options: None available
Selection options: Main Category
Default Columns: Club Name, Main Category, Sub Category, Course Name, Course Inventory, Course Inventory Group,
Drop In Allowed, Course Capacity, Course Status, Event, Drop In Inventory, Drop In Inventory Group, Course Start Date,
Course End Date
Additional Columns: None available

82. COURSE RE-ENROLLMENT

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Found under: Standard > Bookings > Course Reports

Range options: None available
Selection options: Old Term, New Term
Default Columns: Member Name, Course Name, Day, Time, Teacher, Home Tel No, Mobile, Email
Additional Columns: None available.

83. COURSE SESSION ATTENDANCE

Found under: Standard > Bookings > Sports Courses
Range options: Discipline, Level, Session Date, Course Status, Short Code, Day of Week, Instructor, Attendance Status
Selection options: None available
Default Columns: Club Name, Course Status, Discipline, Level, Day, Course Name, Short Code, Start Time, Session Date,
Instructor, Member number, First Name, Last Name, Attendance Status, Attendance Time
Additional Columns: Membership, Price Type, DOB, Home Phone, Mobile Phone, Work Phone, Email, Home Address (14), Postcode

84. COURSE UTILISATION

Found under: Standard > Bookings > Sports Courses
Range options: Discipline, Level, Course Start Date, Course End Date, Course Status, Short Code, Day of Week, Instructor
Selection options: None available
Default Columns: Club Name, Course Status, Discipline, Level, Day, Course Name, Short Code, Start Time, Course Start
Date, Course End Date, Number of Sessions, Location, Instructor, Capacity, Attendees Per Session, Spaces, % Utilisation
Additional Columns: None available

85. COURSE WAITING LIST

This report shows all members on a waiting list for a booking course (not Sports Courses) in the given range.
Found under: Standard > Bookings > Course Reports
Range options: None available
Selection options: Course Main Category, Waiting List Type
Default Columns: Course Club Name, Waiting List Type, Main Category, Sub Category, Course Name, Course Start Date,
Course End Date, Course Capacity, Number Booked, Spaces, Member Number, First Name, Last Name, Membership, Price
Type, Date Added to Waiting List, Last Contacted, Last Contacted By, Email, Home Phone, Mobile Phone, Home Address
(1-4), Home Postcode, Member Status
Additional Columns: None available

86. CREDIT CONTROL SUMMARY

Found under: Standard > Member Billing/Payment > Credit Control
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Range options: None available

Selection options: None available
Default Columns: Member number, Membership, CC Step Level, CC Step Name, Date Created, Next Date, Cycle Fee,
Outstanding
Additional Columns: None available

87. CREDIT NOTES

Found under: Standard > POS Reports
Range options: Membership Type, Member Status, Postcode, Credit Note Remaining, Credit Note Issued, Activity
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default Columns: Club Name, First Name, Last Name, Member Number, Membership, Price Type, Credit Note Type,
Credit Note Issued, Created By, Value, Remaining, Activity, Scheduled Date, GL Account, Reason
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Cycle
Fees, DOB, Email, Emergency Contact Number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final
Bill Date, First Bill Date, Gender, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last Visit,
Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility,
Member Goals, Member Interests, Member Number, Member Status, Mobile, Name, Next Bill Date, Obligation Date,
Occupation, Outstanding, Payment Method, Postcode, Renewal Months, Renewal Date, Salutation, Signer Member
Number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months, Work Phone.

88. CRM ACTIVITY

Found under: Standard > Sales Reports > Aggregate
Range options: None available
Selection options: Created (exact date only)
Default Columns: Club Name, Activity Person, 1 31, Total
Additional Columns: None available

89. CRM MEMBER RISK BANDS

Found under: Standard > CRM
Range options: Member Status, Membership Type, Billing Method, Member Start Date, Joined Date, Obligation Date,
Renewal Date, Termination Date, Contracted Agreement
Selection options: Postcode, Gender, Age, Marketing Source
Default Columns: Club Name, Member number, Barcode, Title, First Name, Last Name, Gender, Membership, Price Type,
Membership Status, Risk Score, Risk Band, Joined, Termination Date, Termination Reason

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Additional Columns: Email, DOB, Age, Last Visit, Ethnic Origin, Marital Status, Start Date, Obligation Date, Renewal Date,
First Bill Date, Next Bill Date, Final Bill Date, Enrolment Fee, Cycle Fee, Agreement Type, Agreement Status Billing Cycle,
Billing Method, Marketing Source, Home Phone, Work Phone, Mobile Phone, Home Address (1-4), Home Postcode,
Employer, Occupation, Marketing by Telephone, Marketing by Post, Marketing by Email, Marketing by Text, Marketing by
Telephone 3rd Party, Marketing by Post 3rd Party, Marketing by Email 3rd Party, Marketing by Text 3rd Party

90. CRM MEMBER RISK BAND BY MEMBERSHIP PRICE TYPE

Found under: Standard > CRM
Range options: Membership Type
Selection options: None available
Default Columns: Club Name, Membership, Price Type, Below Low, Low, Medium, High, Above High
Additional Columns: None available

91. CRM MEMBER RISK BAND BY MEMBERSHIP TYPE

Found under: Standard > CRM
Range options: Membership Type
Selection options: None available
Default Columns: Club Name, Membership, Below Low, Low, Medium, High, Above High
Additional Columns: None available

92. CRM RISK CONFIGURATION

This report shows the current risk configuration.
Found under: Standard > Configuration > CRM Configuration
Range options: None available
Selection: None available
Default Columns: Risk Rules, Risk Score Amount
Additional Columns: None available

93. CRM RISK SCORE BY MEMBERSHIP PRICE TYPE

Found under: Standard > CRM
Range options: Membership Type
Selection: None available
Default Columns: Club Name, Membership, Price Type, Risk Score, Number of Active Members, Number of Pending
Members, Number of Lapsed Members, Number of Cancelled Members

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Additional Columns: None available

94. CRM RISK SCORE BY MEMBERSHIP TYPE

Found under: Standard > CRM
Range options: Membership Type
Selection: None available
Default Columns: Club Name, Membership, Risk Score, Number of Active Members, Number of Pending Members,
Number of Lapsed Members, Number of Cancelled Members
Additional Columns: None available

95. CRM TASKS

Found under: Standard > CRM
Range options: Membership Type, Member Status, Task Scheduled For, Task Completed Date, Task Type, Task Sub Type,
Task Status, Task Category, Scheduled By, Scheduled For
Selection options: None available
Default Columns: Club Name, Member Number, First Name, Last Name, Email, Date of Birth, Joined, Risk Score, Risk
Score at Task Creation, Membership, Price Type, Home Tel no, Mobile Tel no, Work Tel No, Home address (1-4), Postcode,
Task Scheduled On, Task Completed Date, Task Scheduled For, Task Duration, Subject, Task Result, Task Type, Task Sub
Type, Task Status, Task Category, Task Scheduled By Login, Task Scheduled By Name, Task Scheduled For Login, Task
Scheduled For Name
Additional Columns: None available.

96. CURRENT HEAD MEMBERS

This report shows all members who are currently head members (i.e. not a linked or add-on member).
Found under: Standard > Memberships > Member List Report > Member Links
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default Columns: Club Name, Member No, Barcode, Name, Gender, Membership, Head, Joined, Terminated
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, Check In Note, Cycle Fees,
DOB, Email, Emergency Contact No, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date,
First Bill Date, First Name, Home Address (1-4), Home Tel No, In Hard Count, Is Frozen, Last Payment, Last Visit, Last
Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation,
Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member No,
Sold At Club, Source, Source Member, Termination Reason, Terms Exist, Title, Usage Months, Work Tel No.

97. CURRENT NON-HEAD MEMBERS

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This report shows all members who are either linked to or an add-on off a head membership.
Found under: Standard > Memberships > Member List Report > Member Links
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default Columns: Club Name, Member No, Barcode, Name, Gender, Head, Joined, Terminated, Membership
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, Check In Note, Cycle Fees,
DOB, Email, Emergency Contact No, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date,
First Bill Date, First Name, Home Address (1-4), Home Tel No, In Hard Count, Is Frozen, Last Payment, Last Visit, Last
Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation,
Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member No,
Sold At Club, Source, Source Member, Termination Reason, Terms Exist, Title, Usage Months, Work Tel No.

98. DAILY BANKING

Found under: Standard > POS Reports > DRS Reports
Range options: Report Date
Selection options: None available
Default Columns: Description, Category Summary, Actual, Difference, Explanation
Additional Columns: None available

99. DAILY BOOKINGS

Found under: Standard > Bookings
Range options: Report Date, Resource
Selection options: None available
Default Columns: Time, Activity, Duration, Member Number, Name, Sector, Notes
Additional Columns: None available

100.

DAILY BOOKINGS V2

Found under: Standard > Bookings

Range options: Booking Date, Parent Resource
Selection options: None available
Default Columns: Club Name, Booking Date, Time, Resource, Activity, Parent Resource, Duration, Sector, Notes, Member
Number, First Name, Last Name
Additional Columns: Booking Type, Number Booked, Capacity, Home Phone, Mobile Phone, Work Phone, Email,
Membership, Price Type

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101.

DAILY EVENTS

Found under: Standard > Member Activity > Member Events > Club Events
Range options: Severity, Event Created Date
Selection options: Event Category, Event Resolved Date, Event Club, Event Code, Member number, First Name, Gender,
Age, Username
Default Columns: Member number, Name, Event Created Date, Event Code, Outstanding, Home Phone, Work Phone,
Mobile, Email, Joined
Additional Columns: Event Description, Event Resolved Date

102.

DAILY OCCUPANCY

Found under: Standard > Bookings > LEMS

Range options: Zone, Occupancy Date
Selection options: None available
Default Columns: Club Name, Occupancy Date, Zone, Number of Rooms, Number of Rooms Booked, Room Utilisation,
Guest Capacity, Actual Guests, Guest Utilisation
Additional Columns: None available

103.

DAILY USAGE BY 24 HOURS

Found under: Standard > Analysis

Range options: Entry Type, Visit Date
Selection options: None available
Default Columns: Club Name, Visit Date, 00-01 23 00, Total
Additional Columns: Day

104.

DAILY USAGE BY HOUR

Found under: Standard > Analysis

Range options: Entry Type, Visit Date
Selection options: None available
Default Columns: Club Name, Visit Date, 6-7 10-11, Total
Additional Columns: Day

105.

DD AGREEMENT REPORT

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: None available

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Selection options: Report Date, Run Number

Default Columns: Club Name, Agreement, Agreement Price, Income
Additional Columns: None available

106.

DD COLLECTION

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Membership Type, Next Bill Date, Join Date
Selection options: BACS Code, Contracted Agreement
Default Columns: Home Club, Member Number, Membership, Subtype, Subs fee, BACS Code Type, Preferred Day For DD
Payments, Secondary Spend, Bolt On Services, Collect All, Terms Exist, Bolt On Services Name
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Collect Frequency, Corporate, Corporate Type, Current Year of Study, Cycle Fees, Date of Birth, Email address,
Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill
Date, First Name, Gender, GL Account, Head, Home Address (1-4), Home Telephone, In Hard Count, Is Frozen, Joined, Last
Payment, Last Use Date, Last Visit, Last Name, Marital Status, Matriculation Date, Medical Allergies, Medical Conditions,
Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status,
Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postcode, Price
Type, Renewal Months, Renewal Date, Salutation, Signer Member Number, Sold At Club, Source, Source Member,
Terminated, Termination Reason, Title, Usage Months, Work Phone

107.

DD COLLECTION

Found under: Standard > Operations

Range options: Membership Type, Next Bill Date
Selection options: BACS Code
Default Columns: Home Club, Member Number, Membership, Subs Type, Subs Fee, BACS Code Type, Collect All
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Collect Frequency, Corporate, Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact
number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name,
Gender, GL Account, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last Payment, Last Use
Date, Last Visit, Last Name, Marital Status, Matriculation Date, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Name,
Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postcode, Price Type, Renewal
Months, Renewal Date, Salutation, Signer Member number, Sold At Club, Source, Source Member, Terminated,
Termination Reason, Terms Exist, Title, Usage Months, Work Phone

108.

DD COLLECTION ANALYSIS

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available

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Default Columns: Club Name, Total, Balance, DD Paid, Entry Date, Effective Date, Paid Date, BACS Reason Code, DD
rejected, POS paid, POS Date
Additional Columns: Home Club, Member number, Barcode, First Name, Last Name, Personal ID number, Birthday,
Marital Status, Email, Employer, Occupation, Created, Joined, Check In Note, Membership Status, Age, Last Use Date,
PARQ, Home Phone, Work Phone, Outstanding, Home Address (1-4), Postcode, Membership, Price Type

109.

DD FORECAST

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available
Default Columns: Club Name, Members, DD Value, Cut Off Count, Cut Off Value, Lapsing Count, Lapsing Value, Freeze
Count, Freeze Value, Uncollect Count, Uncollect Value, Total Count, Total Value, Average Sub
Additional Columns: None available

110.

DD PAYMENTS THIS MONTH

Shows members who have paid their DD this month (either by DD or at the club).
Useful for:

Filtering members whose DD was rejected, but have later paid at the club (by adding the GL Account Code for DD
rejections in Selection).

Found under: Standard > Member Billing/Payment > Member Payments > Automatic Payments
Range options: Membership Type, Paid Date.
Selection options: Termination Date, Billing Method, Paid At Club, Membership Price Type, GL Account Code
Default Columns: Home Club, Member No, Name, POS Payment Method, Amount, Membership, Price Type, Status.
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact Number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, Final Bill Date, First Bill Date, First Name, Gender, GL Account, Head, Home Address (lines 1-4), Home Telephone,
In Hard Count, Is Frozen, Joined, , Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical
Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile,
Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Renewal Months, Renewal
Date, Salutation, Signer Member No, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage
Months, Work Phone

111.

DD RECONCILIATION

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available.
Default Columns: Member Number, Name, Month 1 Month 12, Date
Additional Columns: None available

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112.

DD RECONCILIATION AMOUNT DECREASED

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available.
Default Columns: Club Name, Member Number, Name, Agreement Type, Amount
Additional Columns: None available

113.

DD RECONCILIATION AMOUNT INCREASED

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available.
Default Columns: Club Name, Member Number, Name, Agreement Type, Amount
Additional Columns: None available

114.

DD RECONCILIATION MEMBERS GAINED

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available.
Default Columns: Club Name, Member Number, Name, Agreement Type, Amount
Additional Columns: None available

115.

DD RECONCILIATION MEMBERS LAST MONTH

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available.
Default Columns: Club Name, Member Number, Name, Agreement Type, Amount
Additional Columns: None available

116.

DD RECONCILIATION MEMBERS LOST

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available.
Default Columns: Club Name, Member Number, Name, Agreement Type, Amount

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Additional Columns: None available

117.

DD RECONCILIATION MEMBERS THIS MONTH

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available.
Default Columns: Club Name, Member Number, Name, Agreement Type, Amount
Additional Columns: None available

118.

DD RECONCILIATION NEW MEMBERS

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available.
Default Columns: Club Name, Member Number, Name, Agreement Type, Amount
Additional Columns: None available

119.

DD RECONCILIATION SUMMARY

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Report Date
Selection options: None available.
Default Columns: Group Name, Club Name, This Month Count, This Month, Value, New Member Count, New Member
Value, Lost Member Count, Lost member Value, Increased Member Count, Increased Member Value, Decreased Member
Count, Decreased Member Value, Previous Month Count, Previous Month Value
Additional Columns: None available

120.

DD REPRESENTATION REPORT

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Membership Type, Collection Date From
Selection options: Member Status, BACS Code
Default Columns: Home Club, Member number, Name, Membership, Member Status, Agreement Type, BACS Code Type,
Collection From Date, Collection To Date, Bolt On Fees, Payment Amount
Additional Columns: None available

121. DEBTORS OUTSTANDING

Debtors outstanding is a range report and shows all debts from the specified range.

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Found under: Standard > Member Billing/Payment > Member Payments > Aged Debtors
Range options: Transaction Date (includes all date options).
Selection options: Price Type, Membership Type, Booking Date
Default Columns: Mem Number, Name, Trans Date & Time, Description, Outstanding, Comments, Contact (h), Mobile,
Contact (w), Membership
Additional Columns: None available.

122. DEFERRED INCOME

Found under: Standard > Analysis
Range options: Report Date (exact date only)
Selection options: None available
Default Columns: Member No, Name, Agreement, Start Date, End Date, Total Days, Total Days Let, Total Paid Incl. VAT,
Total Paid (Net), Daily Rate (Net), Prepaid as at report date
Additional Columns: None available

123.

DISCOUNTED MEMBERS

Found under: Standard > Memberships > Member List Report > Member Status
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Marketing Source, Member Start Date, Joined Date, Obligation
Date, Renewal Date, Termination Date
Default Columns: Member number, Name, Address (1-2), City, Postcode, Subscription Type, Obligation Date, Original
Price., Discount, Price After Discount, Code
Additional Columns: None available

124.

DOCUMENT LOG THIS MONTH

Found under: Standard > Member Activity > Member Communications > Club Messages
Range options: Membership Type, Document Type, Message Type, Comm. Created Date
Selection options: Gender, Document Code, Member No, First Name, Age, Username, User Group
Default Columns: Home Club, Member number, Name, Membership, Doc Type, Doc Code, Username, Comm. Created
Date
Additional Columns: None available

125.

DOCUMENT LOG THIS WEEK

Found under: Standard > Member Activity > Member Communications > Club Messages
Range options: Membership Type, Document Type, Message Type, Comm. Created Date

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Selection options: Document Code, Member No, First Name, Gender, Age, Username, User Group
Default Columns: Home Club, Member number, Name, Membership, Doc Type, Doc Code, Username, Comm. Created
Date
Additional Columns: None available

126.

E5 CENTRE INCOME

Found under: Standard > Financial > E5 Reports

Range options: Report Date (all date options available)
Selection options: None available.
Default Columns: Date, Site, Nominal, Subcode, Description, Ex VAT, VAT, Inc VAT, VAT Rate, Big Bag Slip No, Ordering
Additional Columns: None available

127.

E5 ONLINE INCOME

Found under: Standard > Financial > E5 Reports

Range options: Report Date (all date options available)
Selection options: None available.
Default Columns: Date, Site, Nominal, Subcode, Description, Ex VAT, VAT, Inc VAT, VAT Rate, Ordering
Additional Columns: None available

128.

ENQUIRY DETAIL - ENTERPRISE

Found under: Standard > Sales Reports > Detail

Range options: Report Date
Selection options: None available
Default Columns: None available
Additional Columns: None available

129.

ENQUIRY DETAIL - REGION

Found under: Standard > Sales Reports > Detail

Range options: Report Date
Selection options: None available
Default Columns: None available
Additional Columns: None available

130.

ENTERPRISE AGREEMENT CONFIGURATION

Found under: Standard > Configuration > Agreement Configuration

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Range options: Membership, Available for Sale

Selection options: None available
Default Columns: Membership Type, Membership Type Description, Price Type, Billing Cycle, Billing Method, Max Linked
Members, Max Add-On Members, Enrolment Fee, Amount, Renewal Fee, Add-On Member Enrolment Fee, Add-On
Member Cycle Fee, Is Autobill, Usage Months, Billing Months, Waive Prorate Fee, Months In Advance, Cancellation Fee
Percentage, Cancellation Fee Amount, Supports Add-On Agreements, Is Add-On Agreement, Sale Availability, Scope,
Scope Name
Additional Columns: Club Access, Allow Passback, Allow On-Account Transaction, Is Quick Add Agreement, Patronage
Category, Default Status for Online Joiner, Enable Additional Upgrade Fee, Allow Upgrade To Change Billing Method,
Online Agreement Description, Online Agreement Price Description, Booking Advanced Limit Set, Booking Advanced Limit,
Online Enterprise Wide Booking, Allow Pot Out of Induction, Is A Short Term Membership Price, Terms and Conditions,
Enforceable Contract, Waive Fees To Month End, Minimum Prorate Days, Active Agreements, Total Agreements, Active
Date, Inactive Date, In Hard Count

131.

ENTERPRISE APPOINTMENTS ANALYSIS

Found under: Standard > Sales Reports > Aggregate

Range options: Report Date (all date options available)
Selection options: None available.
Default Columns: Name, Club Name, Appointment 1st Set, Appointment Reschedule Set, Appointment Be Back Set, Total
Appointments Set Yesterday, Appointment 1st, Appointment Reschedule, Appointment Be Back, Total Appointments
Today, Appointment 1st Held, Appointment Be Back Held, Total Appointments Yesterday, Appointment 1 st Set MTD,
Appointment Reschedule Set Month to Date, Appointments Reschedule Set Month to Date, Appointment Be Back Set
Month To Date, Total Appointments Set Month to Date, Appointment 1 st Held Month to Date, Appointment Be Back Held
Month to Date, Total Appointments Held Month to Date.
Additional Columns: None available

132.

ENTERPRISE EVENT CONFIGURATION

This report shows the current configuration of all the events in Control Panel.
Found under: Standard > Configuration > Events
Range options: None available
Selection options: None available
Default Columns: Event Category, Event Description, Event Short Description, Event Code, Severity, Process Flag
Additional Columns: None available
Please Note: This report should be run at Enterprise level to work correctly

133.

ENTERPRISE INVENTORY AUDIT

This report shows all changes to inventory items over the given range. Prices removed by Remove Inactive Inventory
Prices and Discounts (Control Panel >> Global Settings >> POS tab) are included in this report.,
Found under: Standard > Configuration > Inventory
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Range options: Change Date

Selection options: Inventory, User, Change Process, Change Type, Value Changed, Application
Default Columns: Inventory, Inventory Description, Change Process, Change Type, Value Changed, Changed By User
Name, Changed By Name, Change Date, Pre Change Value, Post Change Value, Change Application
Additional Columns: None available

134.

ENTERPRISE INVENTORY LAST USED

This report shows when an inventory item was last billed to a member or sold through Front of House.
Found under: Standard > Configuration > Inventory
Range options: None available
Selection options: None available
Default Columns: Priority, Source, Inventory Item, Inventory Description, Main Category, Sub Category, Active/Inactive,
Last Billed, Last Transacted, Debts Outstanding, Linked Resources
Additional Columns: None available

135.

ENTERPRISE INVENTORY LIST

This report gives a list of inventory items at all levels and their configuration.
Found under: Standard > Configuration > Inventory
Range options: Created Date
Selection options: Inventory, Main Category, Item Type, GL Account
Default Columns: Inventory, Inventory Description, Inventory Scope, Inventory Scope Name, Active Date, Inactive Date,
Main Category Short Description, Main Category Description, Sub Category Short Description, Sub Category Description,
Tax Rate, Item Type, GL Account, GL Account Description, Ask For Selling Price, Ask For Member, Print Receipt, Voucher
Linked To, Age Check, Age From, Age To, Gender Restriction, Inventory Date Created, User Created By, Inventory Last
Updated, User Last Updated By, Price Scheme Template
Additional Columns: None available

136.

ENTERPRISE INVENTORY PATRONAGE ASSIGNMENT

This report shows the inventory patronage assignments.

Found under: Standard > Configuration > Inventory
Range options: Created Date
Selection options: Inventory, Main Category, Item Type, GL Account
Default Columns: Inventory, Inventory Description, Inventory Scope, Inventory Scope Name, Active Date, Inactive Date,
Main Category Short Description, Main Category Description, Sub Category Short Description, Sub Category Description,
GL Account, GL Account Description, Patronage Scope, Patronage Scope Name, Patronage Multiplier, Patronage Category,
Inventory Date Created, User Created By, Inventory Last Updated, User Last Updated By

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Additional Columns: None available

137.

ENTERPRISE SALES ACTIVITY

Found under: Standard > Sales Reports > Aggregate

Range options: Report Date (all date options available)
Selection options: None available.
Default Columns: Club Name, Name, Prospects, Prospects Month to Date, Total Contacts, Month to Date, Appointments
Set, Month to Date, % A vs C, Month to Date, Appointments Scheduled (1-3), Appointments Held, Month to Date, %
Appointments Held vs Appointments Set, Month to Date %, Referrals, Referrals Month to Date, Heads, Heads Month to
Date, Joints, Joints Month to Date, Add ons, Add ons Month to Date, Total Sales, Total Sales Month to Date, Pending
Sales, Pending Sales Month to Date, Closing %, Month to Date, Total Contacts, Appointments Set, Month to Date, Month
to Date, Appointmentsd0, Appointments Held, Appointments Month to Date, Month to Date, Appointments Held, Total
Sales, Month to Date, Total Sales Month to Date.
Additional Columns: None available

138.

EVENT DETAIL

This report relates to the Events functionality for ticket bookings configured in the Booking application.
Found under: Standard > Bookings
Range options: Event Date
Selection options: None available.
Default Columns: Name, Member number, Event, Tickets Status, Date Purchased, Price Type, Band Description, Band
Price, Tickets Bought, Value, Paid Status
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, Cycle Fees, DOB, Email,
Enrolment Fee, Final Bill Date, First Bill Date, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Last Payment,
Last Visit, Member Status, Next Bill Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Renewal
Months, Renewal Date, Signer Member number, Sold At Club, Termination Reason, Terms Exist, Usage Months, Work
Phone

139.

EVENT SUMMARY

This report relates to the Events functionality for ticket bookings configured in the Booking application.
Found under: Standard > Bookings
Range options: Event Date
Selection options: None available.
Default Columns: Event, Location, Start Date, End Date, Total Bands, Total Tickets, Tickets Sold, Tickets Available, Sold
Value
Additional Columns: None available

140.

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Found under: Standard > Operations > Monthly Reports

Range options: Membership Type, Next Bill Date
Selection options: BACS Code
Default Columns: Home Club, Member number, Membership, Price Type, Amount, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Collect Frequency, Corporate, Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact
number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name,
Gender, AL Account, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last Payment, Last Use
Date, Last Visit, Last Name, Marital Status, Matriculation Date, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Name,
Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postcode, Renewal Months,
Renewal Date, Salutation, Signer Member number, Sold At Club, Source, Source Member, Terminated, Termination
Reason, Terms Exist, Title, Usage Months, Work Phone

141.

EXTERNAL BILLING LOG

Found under: System

Range options: Export Date
Selection options: None available
Default Columns: Integration Export Log ID, Integration Target, Contact ID, Member Number, Member Name, Billing
GUID, External Billing ID, Billing ID, Exported Date, Current Total, Current Balance, Tax, Notes, Log Status
Additional Columns: None available

142.

EXTERNAL PAYMENT LOG

Found under: System

Range options: Entry Date, Effective Date
Selection options: Transaction Type, Status
Default Columns: Trans GUID, Payment GUID, Member Number, Member name, Contact ID, Contact GUID, Billing GUID,
Billing ID, Transaction Type, Integration Source, Entered Date, Effective Date, Total, Tax, Notes, Log Status, Import Billing
Flags, Integration Import Log ID< Import Log GUID, External Payment ID< Billing Payment ID
Additional Columns: None available

143.

FEE COLLECTION INCOME

Found under: Standard > Fee Collection

Range options: Date Run Performed, Collection Type, Completed
Selection options: None available
Default Columns: Club Name, Accounting number, Collection Type, Is Run Completed, Run Date, Run From Date, Run To
Date, GL Account, GL Account Sub Code, GL Description, Cost Centre, Cost Centre Description, Amount, Collectable, Not
Collectable, Excluded, Failed
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Additional Columns: None available

144.

FINAL PAYMENTS ACCOUNTS

Found under: Standard > Member Billing/Payment > Member Accounts > Account Administration
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, ABCS Code, Member Status, Frequency, Final Bill
Date
Default Columns: Home Club, Member number, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill Date,
Account number, Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Corporate, Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact number, Emergency
Contact Person, Employer, Enrolment Fee, Ethnic Origin, First Bill Date, First Name, Gender, Head, Home Address (1-4),
Home Phone, In Hard Count, Is Frozen, Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status,
Matriculation Date, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Name, Obligation Date, Occupation,
Outstanding, Paid Date, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer
Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Terms Exist, Title, Usage
Months, Work Phone

145.

FOH BANKING

Found under: Financial Reports

Range options: Date From, Date To
Selection options: None available
Default Columns: Columns are not available to customise

146.

FOH LIFT SUMMARY

Found under: Financial Reports

Range options: Date From, Date To
Selection options: Shifts, Registers
Default Columns: Is Banked, In Big Bag, Is Verified, Big Bag Reference number, Big Bag Slip number, Small Bag Ref, Small
Bag Slip Number, Small Bag Created, Shift, Shift Open, Shift Close, Shift Closer, Small Bag Notes, Small Bag Total, Small Bag
Club, Small Bag Workstation, Big Bag Created, Big Bag Notes, Big Bag Total, Big Bag Club, Banking Created, Banking
Validated, Banking Notes, Banking Total, Banking Club, Big Bag Verified By
Additional Columns: None available

147.

FRAUD EXCEPTION LOG

Found under: Audit

Range options: Exception Date
Selection options: Exception Raised By, Exception Type, Exception Area
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Default Columns: Fraud Area, Fraud Type, Account number, Sort Code, Exception Raised by, Authoriser Name, Exception
Date
Additional Columns: None available

148.

HARD COUNT AVGSUB BY AGREEMENT

Found under: Standard > Analysis

Range options: Membership Type, Report Date
Selection options: None available
Default Columns: Agreement Type, Freeze Active, Pending, Frozen, lapsed, Terminated, Hard Count, Fees, Avg Sub, Active
MTD, Pending MTD, Frozen MTD, Lapsed MTD, Terminated MTD, Hard Count MTD, Fees MTD, AVG Sub MTD
Additional Columns: None available

149.

HISTORICAL CATEGORY SUMMARY

Found under: Standard >> POS Reports

Range options: Transaction date (includes all date options).
Selection options: Status, Main Category, Sub Category, Inventory, GL Account, Transaction Location
Default Columns: Columns not available to customise.

150.

HISTORICAL TRANSACTION DETAIL

Found under: Standard >> POS Reports

Range options: Transaction date (includes all date options), Status, Main Category, Sub Category, Inventory, GL Account,
Transaction Location, Online Payment Handler, Item Has Sale Notes
Selection options: Payer Membership Type, Payer Price Type, Buyer Membership Type, Buyer Price Type, Salesperson
Default Columns: Trans No, Sale Date, Transaction Location, Member No, Member Name, Member No Paid For, Member
Name Paid For, Salesperson, Main Category, Sub Category, Inventory Description, Quantity, Retail, Discount, Selling,
Total, Income Amount, Status, Tender Type, Register, Cost Centre, Cost Centre Description
Please Note: For an amount to be recorded in the Is Income Column the tender must have is included in income
reports checked in Control Panel >> Data >> Inventory/POS >> Configure Tenders
Additional Columns: GL Account, Subcode, GL Account Description, Sold At Club, Sold At Club Prefix, Sold At Accounting
No, Net, Tax, Membership, Price Type, Home Phone, Mobile Phone, Work Phone, Home Address (1-4), Postcode, Email,
DOB, Age, Home Club, Ethnic Origin, Gender, Member Paid For Membership, Member Paid For Price Type, Member Paid
For Postcode, Member Paid for DOB, Member Paid for Age, Member Paid For Home Club, Member Paid For Ethnic Origin,
Member Paid for Gender, Authorising User (Tran), Authorising User (Disc), Billing ID, Club For, Payment Handler, Card
Scheme, At Sale Risk Score, Current Risk Score, Joined Date

151.

HOME CLUB NO ENTRY THIS WEEK

Found under: Standard > Member Activity > Member Usage > Check In No Entry

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Range options: Membership Type, Visit Date

Selection options: Member Number, First Name, Gender, Age, No Entry
Default Columns: Home Club, Club Visited, Member number, Name, Membership, Visited Date, Entry, Reason
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Collect Frequency, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer,
Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Gender, Head, Home Address (1-4), Home Phone,
In Hard Count, Is Frozen, Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies,
Medical Conditions, Medical Disabilities, Medical immunisations, Member Eligibility, Member Goals, Member Interests,
Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method,
Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member number, Sold At Club, Source, Source
Member, Terminated, Termination Reason, Terms Exist, Title, Usage Months, Work Phone

152.

HOME CLUB USAGE

Shows each member that has visited the club in the given range. Member will show once for every time they have visited
the club. The report picks up if the member has visited based on the Member Swipe in FOH event. The report only keeps
date for the last 2 months, data older than this will be lost, so you may see the No Records Found message.
Useful for:

Monitoring Staff swipes (select Staff under Membership Type).

Found under: Standard > Member Activity > Member Usage

Range options: Membership type, Home club, Visit date (includes all date options).
Selection options: Member number (required field), First Name, Gender, Age, Entry.
Default Columns: Member number, Name, Visited Date, Entry, Reason
Additional Columns: Risk, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note,
Club Name, Club Visited, Collect Frequency, Cycle Fees, DOB, Email (full address), Emergency Contact Number (full
number) Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name,
Gender, Head, Home Club, Home Address (lines 1-4), Home Telephone (full number), In Hard Count (Y/N), Is Frozen,
Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical
Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Membership,
Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postcode, Price
type, Renewal Months, Renewal Date, Salutation, Signer Member No, Sold At Club, Source, Source Member, Terminated,
Termination Reason, Terms Exist, Title, Usage Months, Work Phone

153.

HOME CLUB USAGE BY MEMBER

Lists members visits to home club. This can only be run for one member at a time and the member number is required.
Found under: Standard > Analysis
Range options: Membership type, Home club, Visit date (includes all date options)
Selection options: Member number (required field), First Name, Gender, Age, Entry
Default Columns: Member number, Name, Visited Date, Entry, Reason

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Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Club Visited, Collect Frequency, Cycle Fees, DOBN Email (full address), Emergency Contact Number (full number)
Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Gender,
Head, Home Club, Home Address (lines 1-4), Home Telephone (full number), In Hard Count (Y/N), Is Frozen, Joined, Last
Payment, Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Membership, Mobile,
Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postcode, Price type,
Renewal Months, Renewal Date, Salutation, Signer Member No, Sold At Club, Source, Source Member, Terminated,
Termination Reason, Terms Exist, Title, Usage Months, Work Phone

154.

HOUSEKEEPING

Found under: Standard > Bookings > LEMS

Range options: Zone, Change Date
Selection options: None available
Default Columns: Club Name, Change Date, Zone, Room Name, Room Status, Guest Status, Guests Arriving, Guests
Leaving, Guests Staying, Arriving Notes, Leaving Notes, Staying Notes, Guests Arriving Name, Guests Leaving Name,
Guests Staying Name, Arriving Booking Reference
Additional Columns: None available

155.

INCOME ANALYSIS

Found under: Financial

Range options: Income Type
Selection options: Report Date
Default Columns: Cost Centre, Code, Description, Actual Income, Invoices Phased, Def. Income Released, Def. Income
Deferred, Income Accruals, Total Income, Planned Income, Variance
Additional Columns: None available

156.

INCOME ANALYSIS BREAKDOWN

Found under: Financial

Range options: Date
Selection options: Cost Centre, GL Account, Income Stream
Default Columns: GL Code, Description, Actual Income, Deferred Income Released, Deferred Income Deferred, Member
Number
Additional Columns: None available.

157.

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Breakdown of Income by GL code. The Income Journal report can only take in to account items linked to GL codes.
Found under: Financial
Range options: Date From to Date to. Online OR In Club option.
Selection options: None available
Default Columns: Cost Centre, Code, Description, Total, VAT, Net
Additional Columns: None available
Aggregate/Live: Aggregated daily

158.

INCOME JOURNAL DETAIL

Breakdown of Income by GL code. The Income Journal report can only take in to account items linked to GL codes.
Found under: Financial
Range options: Date (all options included), Online/In Club
Selection options: None available
Default Columns: Cost Centre, Code, Description, Inventory, Agreement, Quantity, Total, VAT, Net
Additional Columns: None available.

159.

INTEREST GROUP EVENT MEMBERS

Found under: Standard > Bookings > Interest Groups

Range options: Interest Group, Interest Group Event, Membership Type, Date Joined Group, Member Group Status,
Member Status
Selection options: None available
Default Columns: Interest Group, Event Name, Member Number, First Name, Last Name, Club Name, Member Status,
Date Joined Interest Group, Joined By, Interest Group Member Status, Membership, Price Type, Gender, Age, Email,
Home Phone, Work Phone, Mobile Phone, Home Address (1-4), Postcode, Number of Sessions, Last Group Visit, Event
Number of Sessions, Last Event Visit
Additional Columns: None available.

160.

INTEREST GROUP MEMBERS

Found under: Standard > Bookings > Interest Groups

Range options: Interest Group, Membership Type, Date Joined Group, Member Group Status, Member Status
Selection options: None available
Default Columns: Interest Group, Member Number, First Name, Last Name, Club Name, Member Status, Date Joined
Interest Group, Joined By, Interest Group Member Status, Membership, Price Type, Gender, Age, Email, Home Phone,
Work Phone, Mobile Phone, Home Address (1-4), Postcode, Number of Sessions, Last Group Visit
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Additional Columns: None available.

161.

INTEREST GROUP RESOURCE USAGE

Found under: Standard > Bookings > Interest Groups

Range options: Interest Group, Week Beginning
Selection options: None available
Default Columns: Club Name, Interest Group, Week Beginning, Number of Sessions, Reserved Hours, Resource Hours
Additional Columns: None available.

162.

INTEREST GROUP SESSION ATTENDANCE

Found under: Standard > Bookings > Interest Groups

Range options: Interest Group, Interest Group Event, Session Date
Selection options: None available
Default Columns: Club Name, Interest Group, Event Name, Session Start Time, Session Duration, Session Capacity,
Session Attendance
Additional Columns: None available.

163.

INTEREST GROUP SESSIONS

Found under: Standard > Bookings > Interest Groups

Range options: Interest Group, Interest Group Event, Session Date
Selection options: None available
Default Columns: Club Name, Interest Group, Event Name, Session Start Time, Session Duration, Attendance Time,
Member Number, First Name, Last Name, Membership, Price Type, Member Status, Gender, Age, Email, Home Phone,
Work Phone, Mobile Phone, Home Address (1-4), Postcode
Additional Columns: None available.

164.

INVALID ACCOUNTS

Found under: Standard > Member Billing/Payment > Member Accounts > Account Administration
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, BACS Code, Member Status, Frequency, Final Bill
Date
Default Columns: Home Club, Member number, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill Date,
Account number, Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Corporate, Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact number, Emergency
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Contact Person, Employer, Enrolment Fee, Ethnic Origin, First Bill Date, First Name, Gender, Head, Home Address (1-4),
Home Phone, In Hard Count, Is Frozen, Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status,
Matriculation Date, Medical Allergies, Medical Conditions, Medical Disabilities, Medical immunisations, Member
Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Name, Obligation Date, Occupation,
Outstanding, Paid Date, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Singed
Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Terms Exist, Title, Usage
Months, Work Phone

165.

INVALID BANK DETAILS

Found under: Standard > Member Billing/Payment > Member Accounts > Member Accounts
Range options: Auto Collection, Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, BACS Code, Member Status, Frequency, Final Bill
Date
Default Columns: Member number, Account Name, Account number, Sort Code, Amount, Next Bill Date, BACS Code Type
Additional Columns: Home Club, Membership, Final Bill Date, Agreement Start, Agreement Status, Agreement Type,
Barcode, Billing Months, Check In Note, Club Name, Collect Frequency, Corporate, Corporate Type, Current Year of Study,
Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic Origin,
First Bill Date, First Name, Gender, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last
Payment, Last Use Date, Last Visit, Last Name, Marital Status, Matriculation Date, Medical Allergies, Medical Conditions,
Medical Disabilities, Medical immunisations, Member Eligibility, Member Goals, Member Interests, Member Status,
Mobile, Name, Name, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postcode, Price Type,
Renewal Months, Renewal Date, Salutation, Singed Member number, Sold At Club, Source, Source Member, Terminated,
Termination Reason, Terms Exist, Title, Usage Months, Work Phone

166.

INVENTORY DISCOUNT CONFIGURATION

Breaks down all discount set within Inventory Management.

Found under: Standard > Configuration > Inventory > Inventory Discount Configuration
Range options: None available.
Selection options: None available
Default Columns: Agreement, Agreement Price, Billing Cycle, Inventory, Inventory Description, Discount Name, Selling
period, Scope, Scope Name, Club Group, Auto Apply, Inventory Discount ID, Inventory ID, Ref Agreement ID, Ref
Agreement Price ID, Ref Discount Type ID, Selling Period ID, Priority, Source ID, Auto Apply ID, Inactive Date, Active Date
Additional Columns: None available.

167.

INVENTORY HOURLY USAGE

This report shows sales of all selected inventory items with the number sold per hour as a total. This includes online sales.
Found under: Standard > POS Reports > Analysis
Range options: Sale Date, Inventory
Selection options: None available

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Default Columns: Club Name, Day of Week, Sale Date, Start Time, End Time, Total Sales
Additional Columns: None available

168.

INVENTORY ITEM HOURLY SALES

This report shows sales of all selected inventory items by hour of the day. The Inventory Main Category Hourly Sales and
Inventory Sub Category Hourly Sales reports work in a similar way, but grouped by either Main or Sub Category.
Found under: Standard > POS Reports > Analysis
Range options: Sale Date, Main Category, Sub Category, Inventory
Selection options: None available
Default Columns: Club Name, Sale Category, Main Category, Sub Category, Inventory Item, Inventory Description, hours
of the day (00-01 23-24)
Additional Columns: None available.

169.

INVENTORY PRICE CONFIGURATION

Found under: Standard > Configuration > Inventory

Range options: None available
Selection options: None available
Default Columns: Inactive Date, Active Date, Inventory, Selling Price, Selling Period, Tax Rate, Scope, Scope Name, club
Group, Voucher Name, Inventory Price ID, Inventory ID, Priority, Selling Period ID, Source ID
Additional Columns: None available.

170.

INVOICE DETAIL

Found under: Standard > Invoicing

Range options: Process Date, Invoice Date, Credit Note Date, Payment Date, Process Type, Invoice Category, Invoice
Company, Payment Location, Invoice Status
Selection options: None available
Default Columns: Transaction Type, Site Name, Site Code, Invoice Line Site Code, First Name, Last Name, Member
number, Invoice Number, Invoice Date, Invoice Category, Invoice Company Name, Credit Note Number, Credit Note Date,
Payment Reference, Payment Date, Payment Type, Payment Location, Payment Amount, Invoice Status, Completed Date,
Total Outstanding, Invoice Description, Invoice Nominal Code, Amount, Tax Amount, Net
Additional Columns: None available.

171.

JOINED THIS WEEK/MONTH/YEAR

Shows members who have joined in the specified range.

Useful for:

Reports

Targeting new members for marketing;

Finding the current most popular membership type;
Checking uptake of memberships.
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Found under: Standard > Memberships > Member List Report > Member Enrolments
Range options: Membership Type, Member Status, Post Code.
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date.
Default Columns: Club Name, Member No, Barcode, Name, Gender, Membership, Head, Joined, Terminated, Preferred
Day for DD Payments
Additional Columns: Member Status, Captured from Sales, Agreement Start, Agreement Status, Agreement Type, Billing
Months, Check In Note, Cycle Fees, DOB, Email, Emergency Contact No, Emergency Contact Person, Employer, Enrolment
Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Home Address(1-4) Home Phone, In Hard Count, Is Frozen,
Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations,
Member Eligibility, Member Goals, Member Interests, Mobile, name, Next Bill Date, Obligation Date, Occupation,
Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member No,
Sold At Club, Source, Source Member, Termination Reason, Title, Usage Months, Work Phone

172.

KIOSK ACTIVITY SUMMARY

This report shows bookings made at kiosks in the given time frame. Fast access and standard bookings are included.
Found under: Standard > Bookings > Kiosk
Range options: Visit Date
Selection options: Usage Type, Activity, Inventory
Default Columns: Club Name, Kiosk, Visited Date, Usage Type, Usage Name, Total Count
Additional Columns: None available

173.

KIOSK ATTENDANCE

Found under: Standard > Bookings

Range options: Swipe Date
Selection options: Membership Type, Price Type, Gender, Age
Default Columns: Columns are not available to customise

174.

KIOSK HEARTBEAT SUMMARY

Found under: Standard > Bookings > Kiosk

Range options: None available
Selection options: None available
Default Columns: Region, Club Name, Kiosk Name, Kiosk Description, Is Kiosk Active, Inactive Date, Last Heartbeat,
Minutes Since Last Heartbeat, Total Number of Heartbeats, Total Today
Additional Columns: None available

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175.

KIOSK USAGE DETAIL

Found under: Standard > Bookings > Kiosk

Range options: Visit Date
Selection options: Agreement Type, Price Type, Member Number, Usage Type
Default Columns: Club Name, Kiosk, Visited Date, Usage Name, Usage Type, Member Number, Member Name,
Agreement Price Type
Additional Columns: None available
Additional Columns: None available

176.

KIOSK USAGE SUMMARY

This report shows the number of times a kiosk has been used per hour in the given time frame.
Found under: Standard > Bookings > Kiosk
Range options: Visit Date
Selection options: Usage Type, Activity, Inventory
Default Columns: Club Name, Kiosk, Visit Date, Times (00-01 23-00)
Additional Columns: None available

177.

LAPSED MEMBERS

Found under: Standard > Memberships > Member List Report > Member Status
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Contracted Agreement
Default Columns: Club Name, Member number, Barcode, Name, Gender, Membership, Head, Joined, Terminated,
Preferred Day for DD Payments, Terms Exist
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, Check In Note, Corporate,
Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person,
Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Home Address (1-4), Home Phone, In
Hard Count, Is Frozen, Last Payment, Last Visit, Last Name, Marital Status, Matriculation Date, Medical Allergies, Medical
Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member
Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Price Type,
Renewal Date, Salutation, Signer Member number, Sold At Club, Source, Source Member, Termination Reason, Title,
Usage Months, Work Phone

178.

LAPSING BASED AGREEMENT CHANGES

This report shows all members who will be upgraded by the Agreement Change on Age Restriction Reached
functionality (Control Panel >> Agreement Management >> Agreement >> Pricing >> Demographic Upgrades).
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Found under: Standard > Memberships > Automated Agreement Changes

Range options: Current Membership Type, Current Price Type, New Membership Type, New Price Type
Selection options: Initial Processing Failed, Final Processing Failed, Any Processing Failed, Initial Processing Date, Upgrade
Processing Details, Final Processing Date
Default Columns: Club Name, Member Number, First Name, Last Name, Pre Change Membership Type, Pre Change
Membership Price, Post Change Membership Type, Post Change Membership Price, Current Billing Method, Current
Billing Cycle, New Billing Method, New Billing Cycle, Home Phone, Mobile Phone, Work Phone, Home Address 1-4,
Postcode, Email, DOB, Initially Processed Date, Change Active Date, Change To Be Performed, Finally Processed Date,
Initial Processing Failed Reason, Final Processing Failed Reason, Initial Event Resolved Date
Additional Columns: None available

179.

LIFT OVERRIDE VARIANCE

Found under: Standard > POS Reports

Range options: Date
Selection options: None available
Default Columns: Club Name, Shift Name, Time Lifted, Override Reason, Media Type, Voucher Type, Media Tended
Amount, Media Lifted Amount, Media Variance, Override User Name, Override Users Name, Workstation Name,
Workstation Description, Bag Reference
Additional Columns: Agreement Start, Agreement

180.

LOW USAGE REPORT

Shows members who have used the centre less than the specified number of times.
Suggested use:

Target members for marketing/promotions.

Found under: Standard > Analysis

Range options: Member Status, Membership Type
Selection options: Report date (includes all date options), Max Usages, Member Start Date
Default Columns: Member Number, Name, Club Name, Status, Start Date, Agreement, Agreement Price, Last Visit, No. of
Usages, Email, Home Tel No, Mobile Tel No, Work Tel No, Home Address (1-4), Postcode
Additional Columns: None available

181.

M2 USAGE

Found under: Standard > Analysis

Range options: Report Date
Selection options: None available
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Default Columns: Columns not available to customise

182.

MANUAL CASH DRAWER OPEN DETAIL

Found under: Standard > POS Reports > Cash Drawer

Range options: Drawer Opened Time, Salesperson
Selection options: None available
Default Columns: Club Name, Opened Time, Salesperson, First Name, Last Name, Register
Additional Columns: None available

183.

MANUAL CASH DRAWER OPEN SUMMARY

Found under: Standard > POS Reports > Cash Drawer

Range options: Date (includes all date options)
Selection options: None available
Default Columns: Club Name, Date, Timeslots (hourly from 00-01, to 23-24), Total
Additional Columns: None available

184.

MEAL SUMMARY

Found under: Standard > Bookings > LEMS

Range options: Meal Date
Selection options: None available
Default Columns: Club Name, Meal Name, Meal Date, Number of Meals
Additional Columns: None available

185.

MEMBER 12 MONTH USAGE

This will show you the number of visits each member has made per month over the last year.
Useful for:

Finding the members who have used the centre least/most per month.
By adding a joined date in selection you can track the usage of new members.

Found under: Standard > Analysis

Range options: Report Date (includes all date options), Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Average Monthly Usage
Default Columns: Member No, Name, Joined, Month(0-12)

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Additional Columns: Club Name, DOB, Gender, Postcode, Price Type, Ethnic Origin, Medical Disabilities, Employer

186.

MEMBER 12 MONTH USAGE V2

Found under: Standard > Analysis

Range options: Report Date (Exact only), Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Average Monthly Usage
Default Columns: Member No, Name, Joined, Month(0-12)
Additional Columns: Club Name, DOB, Gender, Postcode, Price Type, Ethnic Origin, Medical Disabilities, Employer, Home
Phone, Work Phone, Mobile, Email, First Name, Last Name

187.

MEMBER ADDRESS ONLY

Found under: Audit

Range options: None available
Selection options: Member Number, Member Name, Email Address, Days Since Last Usage, Member Status
Default Columns: Member number, Member Name, Email, Status
Additional Columns: None available

188.

MEMBER ATTENDANCE

This will show you the number of booking each member has ever made/attended. The member will show once in the
report for every booking they have made in the selected range (if the range is set to this week and the member has
booked 3 classes this week they will show on 3 separate lines in the report).
Found under: Standard > Bookings
Range options: Booking Date (includes all date options).
Selection options: First Name, Gender, Age, Joined Date, Member No.
Default Columns: Club Name, Member No, Name, Booking, Date Booked, Time, Status, No. of Bookings Made, No. of
Bookings Attended, No. of Bookings Not Attended.
Additional Columns: None available.

189.

MEMBER BOOKING NUMBER

This report shows the total number of bookings members have made, attended, cancelled etc. in the given time frame.
Found under: Standard > Bookings
Range options: Member Status, Membership Type, Booking Location
Selection options: Booking Date

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Default Columns: Member Number, First Name, Last Name, Email, Club Name, Status, State Date, Agreement, Agreement
Price, Home Phone, Mobile Phone, Work Phone, Home Address (1-4), Postcode, Number of Bookings, Number of
Bookings Cancelled, Number of Bookings Attended, Number of Bookings Booked, Number of Bookings NotAttended, Number of Bookings Attendance Overridden
Additional Columns: None available

190.

MEMBER CC LOG

Found under: Standard > Member Billing/Payment > Credit Control

Range options: None available
Selection options: Member number
Default Columns: Member Number, Membership, CC Step Level, CC Step Name, CC Active, Date Created, Next Date, CC
Next Step Level, CC Next Step Name, CC Resolution Date
Additional Columns: None available

191.

MEMBER DD CHARGES

Found under: Standard > Member Billing/Payment

Range options: Charge Source, Charge Date
Selection options: Balance, Charge Created, Shift Code, Total, Quantity, Tax, Main Category, Sub Category, GL Account
Code
Default Columns: Club ID, Member number, Total, Balance, Charge Date, Payment Method
Additional Columns: GL Account

192.

MEMBER DOCUMENT

Found under: Standard > Member Activity > Member Communications > Member Messages
Range options: Membership Type, Document Type, Message Type, Comm. Created Date
Selection options: Document Code, Member number, First Name, Gender, Age, Username, User Group
Default Columns: Home Club, Member number, Name, Membership, Doc Type, Username, Comm. Created Date
Additional Columns: None available

193.

MEMBER EVENT LOG

Found under: Standard > Member Activity > Member Events > Member Events
Range options: Membership Type, Severity, Event Created Date
Selection options: Event Category, Event Resolved Date, Event Club, Event Code, Member number, First Name, Gender,
Age, Username

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Default Columns: Home Club, Member number, Name, Membership, Event Description, Event Created Date, Event
Resolved Date, Username, Notes
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, Event Code, Final Bill Date, First Bill Date, First Name, Gender, Head, Home Address (1-4), Home Telephone, In
Hard Count, Is Frozen, Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical
Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile,
Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Price Type, Renewal
Months, Renewal Date, Salutation, Singer Member number, Sold at Club, Source, Source Member, Terminated,
Termination Reason, Title, Usage Months, Work Phone

194.

MEMBER FREEZE REPORT

Shows all Freeze records.

Useful for:

Seeing freezes that will come in to affect in the future;

Seeing past freezes;
Checking if users are preventing access to the centre when freezing (by adding Prevent Access Column);
Finding most commonly used freeze types.

Found under: Standard > Memberships > Member List Report

Range options: Freeze Start Date, Freeze End Date, Freeze Agreement
Selection options: Membership Type, Member Status, Billing Method, Agreement Type, Member Start Date, Joined Date,
Obligation Date, Renewal Date, Termination Date.
Default Columns: Club Name, Member No, Head, Membership, ref Freeze, Freeze Type, Freeze Reason, Freeze Fee,
Freeze Active, Freeze Start, Freeze End
Additional Columns: Name, Joined, Cycle Fee, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing
Months, Check In Note, Cycle Fees, DOB, Email, Emergency Contact No, Emergency Contact Person, Employer, Enrolment
Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Gender, Home Address (1-4) Home Phone, In Hard Count, Is
Frozen, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date,
Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Prevent Access, Price Type, Renewal Months,
Renewal Date, Salutation, Signer Member No, Sold At Club, Source, Source Member, Terminated, Termination Reason,
Title, Usage Months, Work Phone

195.

MEMBER LIST

Found under: Standard > Analysis

Range options: Membership Type, Member Status, Post Code
Selection options: Joined Date, Obligation Date, Renewal Date, Termination Date, PARQ Form, First Name, Billing
Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date
Default Columns: Club Name, Member No, Name, Head, Joined, Terminated, Employer, Cycle Fees
Additional Columns: Barcode, Gender membership, Salesperson Name, DOB, Email, Home Address(1-4) Home Phone,
Name, Obligation Date, Postcode, Termination Reason, Work Phone
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196.

MEMBER LIST BY VIST DATE

Found under: Standard > Member Activity > Member Usage

Range options: Membership Type, Member Status, Post Code, Last Visit
Selection options: First Name, Billing Method, Gender, Marketing Source, Member Start Date, Joined Date, Renewal
Date, Termination Date, Telephone, Post, Email, Text
Default Columns: Club Name, Member No, Barcode, Name, Gender, Membership, Head, Joined, Terminated, Preferred
Day for DD Payment, Terms Exist, Marketing By Telephone, Marketing By Post, Marketing By Email, Marketing By Text
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, Check In Note, Corporate,
Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person,
Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Home Address (1-4), Home Phone, In
Hard Count, Is Frozen, Last Payment, Last Visit, Last Name, Marital Status, Matriculation Date, Medical Allergies, Medical
Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member
Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Price Type,
Renewal Months, Renewal Date, Salutation, Signer Member number, Sold At Club, Source, Source member, Termination
Reason, Title, Usage Months, Work Phone

197.

MEMBER MESSAGE LOG

Found under: Standard > Member Activity > Member Communications > Member Messages
Range options: Membership Type, Document Type, Message Type, Comm. Created Date
Selection options: Document Code, Member number, First Name, Gender, Age, Username, User Group
Default Columns: Home Club, Member number, Name, membership, Doc type, Username, Comm. Created Date
Additional Columns: None available

198.

MEMBER MOVEMENT ANALYSIS

Found under: Standard > Analysis

Range options: Report Date
Selection options: None available
Default Columns: Club Name, Name, Opening, New Members Day, New Members MTD, Lapsed Day, Lapsed MTD, Day
Current Month, Day Historic, MTD Historic, NET Change, Closing
Additional Columns: None available

199.

MEMBER NEW AGREEMENTS

Found under: Standard > Memberships > Member List Report > Member Enrolments
Range options: Member Status, Processed Date, Old Membership Type, New Membership Type, New Billing Method,
Wizard Run
Selection options: None available
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Default Columns: Member number, Barcode, First Name, Last Name, Joined, Home Club, Processed Date, First Bill Date,
Next Bill Date, Final Bill Date, Renewal Date, Obligation Date, Cycle Fee, Termination Date, Auto Bill, Member Wizard,
New Membership, New Price Type, Old Membership, Old Price Type, New Payment Method, New Billing Cycle, Home
Address (1-4)m Post Code, Home Phone, Mobile Phone, Work Phone, Email, Gender, Salesperson name
Additional Columns: Current Year of Study, Matriculation Date

200.

MEMBER OVERRIDDEN ENTRIES

This report records all overridden entries (when a member does not have access to the club and the user clicks Allow
Entry in Front of House).
Found under: Standard > Member Activity > Member Usage
Range options: Visit Date (all date options), Home Club
Selection options: None available
Default Columns: Member Number, First Name, Last Name, Visited Club, Visited Date, Access Override Reason, Access
Override Reason Text, Username, Users Full Name, Home Club, Email, Home Address (1-4), Postcode, Home Phone,
Mobile Phone, Work Phone
Additional Columns: None available

201.

MEMBER PHONE ONLY

Found under: Audit

Range options: None available
Selection options: Member number, Member Name, Email Address, Days Since Last Usage, Member Status
Default Columns: Member number, Member Name, Email, Status
Additional Columns: None available

202.

MEMBER REFERALS

Found under: Standard > Memberships > Member List Report > Member Enrolments
Range options: Member Status, Joined Date, Membership Type, Membership Price Type, Billing Method, Marketing
Source
Selection options: None available.
Default Columns: First Name, Last Name, Joined, Home Club, Agreement Start, First Bill Date, Next Bill Date, Final Bill
Date, renewal Date, Obligation Date, Cycle Fee, Termination Date, Auto Bill, Membership, Price Type, Payment Method,
Billing Cycle, Home Phone, Mobile Phone, Work Phone, Email, Gender, Salesperson Name, Source Member First Name,
Source Member Last Name, Source Member Home Club, Source Member Agreement Start, Source Member First Bill
Date, Source Member Next Bill Date, Source Member Next Bill Date, Source Member Renewal Date, Source Member
Obligation Date, Source Member Cycle Fee, Source Member Termination Date, Source Member Auto Bill, Source Member
Membership, Source Member Price Type, Source Member Payment Method, Source Member Billing Cycle, Source
Member Email

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Additional Columns: Member number, Source Member, Membership number, Barcode, Source Member Barcode, Home
Address (1-4), Post Code, Source Member Home Address (1-4), Source Member Post Code

203.

MEMBER SPECIFC REPORT

Found under: Standard > Bookings

Range options: Member number, Report Date, Organisation
Selection options: None available.
Default Columns: Schedule Name, Date, Time, Duration (Mins), Scheduled Status, Location, Initials, Surname, Home
Address (1-4), Postcode, Home Phone, Work Phone, Mobile, Organisation
Additional Columns: None available

204.

MEMBER STATUS

Breaks down all membership types by status. Needs to be run for a specific date, otherwise report will aggregate from
the first date chosen to the last date chosen.
Useful for:

Quick breakdown of current member numbers (totals and per membership).

Found under: Standard > Analysis

Range options: Membership Type, Report Date (includes all date options)
Selection options: None available
Default Columns: Membership, Active, Pending, Lapsed, Cancelled
Additional Columns: Club Name, Heads, Non Heads

205.

MEMBERS JOINED

Found under: Standard > Operations > Weekly Reports

Range options: Membership Type, Member Status, Post Code, Price Type
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default Columns: Member number, Name, Membership, Head, Joined
Additional Columns: Club Name, Barcode, Gender, Terminated, Agreement Start, Agreement Status, Agreement Type,
Billing Months, Check In Note, Collect Frequency, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact
Person, Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Home Address (1-4), Home
Phone, In Hard Count, Is Frozen, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies,
Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests,
Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation Date, Occupation, Outstanding, Paid Date,
Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member number, Sold At
Club, Source, Source Member, Termination Reason, Terms Exist, Title, Usage Months, Work Phone

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206.

MEMBERS ON HOLD

Found under: Standard > Operations > Weekly Reports

Range options: Membership Type, Severity, Event Created Date, Member Status
Selection options: Event Category, Event Resolved Date, Event Club, Event Code, Member number, First Name, Gender,
Age, Username
Default Columns: Name, Member number, Name, Membership, Event Description, Event Code, Event Created Date,
Home Phone
Additional Columns: Username, Notes, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months,
Check In Note, Club Name, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer,
Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Gender, Head, Home Address (1-4), In Hard Count,
Is Frozen, Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Next Bill Date, Obligation
Date, Occupation, Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation,
Signer Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months,
Work Phone

207.

MEMBERS WITH NO PHOTO

Found under: Standard > Memberships > Member List Report

Range options: Member Status, Joined ate, Membership Type, Billing Method
Selection options: None available
Default Columns: Member number, Barcode, First Name, Last Name, Home Club, Email, Membership, Price Type, Joined,
Last Visit Date, Agreement Start, First Bill Date, Next Bill Date, Final Bill Date, Renewal Date, Obligation Date, Cycle Fee,
Termination Date, Auto Bill, Payment Method, Billing Cycle, Home Phone, Mobile Phone, Work Phone, Home Address (14) Post Code, Membership Status
Additional Columns: None available

208.

MEMBERSHIP CATEGORY

Found under: Standard > POS Reports

Range options: Date From, Date To
Selection options: Shifts, Registers
Default Columns: Product, Membership Category, Quantity, Cash, Cheque, Credit Card, Voucher, Misc, Discount, Total
Additional Columns: None available

209.

MEMBERSHIP DISCOUNT SUMMARY

Found under: Standard > Analysis

Range options: Date, Agreement, Price Type, Show Discounts Only

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Selection options: None available

Default Columns: Columns are not available to customise

210.

MEMBERSHIP PROMOTION

Found under: Standard > Memberships

Range options: Sale Date
Selection options: Promo Code, Agreement Type, Price Type, Billing Method, Join Date
Default Columns: Sale Date, Member number, Home Club, Name, Email, Membership, Price Type, Promo Name, Promo
Code, Discount Scheme, Source, Promo Type, Upfront Cycle Fee Discount, Process Fee Discount, Enrolment Fee Discount,
Prorate Fee Discount, Discount Type
Additional Columns: DOB, First Bill Date, Gender, Home Address (1-4) Home Phone, Last Payment, Last Use Date, Mobile,
Next Bill Date, Postcode, Terminated, Work Phone

211.

MEMBERSHIP SALES DETAIL

Found under: Standard > Sales Reports > List

Range options: Export Date
Selection options: Agreement, Sales Type
Default Columns: Vision ID, Region, Club Name, Member number, First Name, Surname, Sale Type, Member Type, New
Agreement, New Agreement Price, Payment Method, Old Agreement, Old Agreement Price, Sales Person
Additional Columns: None available

212.

MEMBERSHIP SIGN UP FEES

Found under: Standard > Member Billing/Payment > Member Payments

Range options: Paid Date, Created, Payment Location, Process Type, Membership Type, Membership Price Type
Selection options: Online Payment Handler
Default Columns: Member number, Barcode, First Name, Last Name, Member Home Club, Membership Status,
Agreement Status, Membership, Price Type, Billing Method, Billing Cycle, Created Date, Payment Date, Add On Paid
Amount, Admin Paid Amount, Enrolment Paid Amount, Prorate Paid Amount, Upfront Cycle Paid Amount, Renew
Upgrade Paid Amount, Total Paid, Payment Location Name, Process Type Name
Additional Columns: Agreement Start, Billed By, Billed By Name, Billing Club, Payment Club, Paid By, Paid By Name, DOB,
Gender, Email, Cycle Fee, Home Address (1-4), Post Code, Home Phone, Mobile Phone, Work Phone, First Bill Date, Next
Bill Date, Renewal Date, Obligation Date, Last Use Date, Terminated, Commidea Transaction ID, Payment Handler

213.

MM PAYMENTS THIS MONTH/WEEK/YESTERDAY

Found under: Standard > Member Billing/Payment > Member Payments > MM Payments

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Range options: Membership Type, POS Method Payment, Paid Date

Selection options: Termination Date, Billing Method, Paid At Club, Membership Price Type, GL Account Code
Default Columns: Home Club, Member number, Name, POS Payment Method, Amount, Membership, Price Type, Status,
Payment Notes
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, Final Bill Date, First Bill Date, First Name, Gender, GL Account, Head, Home Address (1-4), Home Phone, In Hard
Count, Is Frozen, Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill
Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Renewal Months, Renewal Date, Salutation,
Signer Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months,
Work Phone

214.

MM PAYMENTS TODAY

Found under: Standard > Member Billing/Payment > Member Payments > MM Payments
Range options: Membership Type, POS Method Payment, Paid Date, GL Account Code
Selection options: Termination Date, Billing Method, Paid At Club, Membership Price Type
Default Columns: Home Club, Member number, Name, POS Payment Method, Amount, Membership, Price Type, Status,
Payment Notes
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, Final Bill Date, First Bill Date, First Name, Gender, GL Account, Head, Home Address (1-4), Home Phone, In Hard
Count, Is Frozen, Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill
Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Renewal Months, Renewal Date, Salutation,
Signer Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months,
Work Phone

215.

MONTHLY MEMBER ANALYSIS

Found under: Standard > Analysis

Range options: Agreement Type, Report Date
Selection options: Membership Type, Billing Method
Default Columns: Club Name, Agreement Type, Membership, Payment, Billing Months, Head, Non Heads, New Sales,
Lapsed
Additional Columns: Current, Billing Cycle

216.

MONTHLY OCCUPANCY

Found under: Standard > Bookings > LEMS

Range options: Zone, Occupancy Month Start
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Selection options: None available

Default Columns: Club Name, Occupancy Month Date, Zone, Daily Rooms, Monthly Rooms, Min Rooms Booked Daily,
Max Rooms Booked Daily, Room Days Booked, Room Utilisation, Daily Guest Capacity, Guests Days, Min Number of
Guests Booked In Daily, Max Number of Guests Booked in Daily, Actual Guests, Guest Utilisation
Additional Columns: None available

217.

MONTHLY PATRONAGE SUMMARY BY MEMBER

Found under: Standard > Patronage

Range options: Report date (includes all date options)
Selection options: Agreement, Price Type
Default Columns: Date, Month, Qtr, Year, Club Name, Group Name, Member Number, DOB, Age, Gender, Ethnic Origin,
Postcode, Employer, Medical Disabilities, Member Eligibility, Sport England Event, Agreement, Price Type, Photo Exists,
Main Category, Sub Category, GL Account, Total Patronage, Qty, Total, Tax
Additional Columns: None available

218.

MONTHLY UNIQUE ALLOWED ENTRIES

Found under: Standard > Member Activity > Member Usage

Range options: Membership Type, Member Status
Selection options: Joined Date, Visit Month
Default Columns: Club Name, Member number, First Name, Last Name, CRM number, Joined, Visit Month, Visits In
Months
Additional Columns: Email, Home Phone, Mobile Phone, Work Phone, Home Address (1-4), Post Code, Membership, Price
Type

219.

NEW STOCK

This report shows all new stock which has been added in the given range.
Found under: Standard > POS Reports > Stock Reports
Range options: Date Stock added (all date range options available)
Selection options: Inventory
Default Columns: Club Name, Timestamp, Inventory No, Inventory, Main Category, Sub Category, Current Stock Level,
Stock Amount Added, Entry Username
Additional Columns: None available

220.

NO ACCOUNT

Found under: Standard > Operations > Weekly Reports

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Range options: Membership Type, Next Bill Date

Selection options: Account Type, Account Reference, Account Number, Member Status, Frequency, Final Bill Date
Default Columns: Home Club, Member number, Name, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill
Date, Terminated
Additional Columns: None available

221.

NO COLLECTION FEE

Found under: Standard > Member Billing/Payment > Member Accounts > Current DD Payers
Range options: Head, Membership Type, Agreement Type
Selection options: Member Status, Agreement Status, First Name, Billing Method, Agreement Start Date, Renewal Date,
Termination Date, Next Bill Date, Last Use Date, Sold At Club, Auto Collection
Default Columns: Name, Signer Member number, Membership, Cycle Fee
Additional Columns: Home Club, Gender, Agreement Type, Payment Method, Enrolment Fee, Sold At Club, Member
number, Agreement Start, Agreement Status, Barcode, Billing Months, Check In Note, Club Name, Collect Frequency,
Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Ethnic Origin, Final Bill Date,
First Bill Date, First Name, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last Payment, Last
Use Date, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Next Bill Date,
Obligation Date, Occupation, Outstanding, Paid Date, Postcode, Price Type, Renewal Months, Renewal Date, Salutation,
Source, Source Member, Terminated, Termination Reason, Terms Exist, Title, Usage Months, Work Phone

222.

NON ATTENDANCE CHARGES

Found under: Standard > Bookings

Range options: Date From, Date To
Selection options: Member Number
Default Columns: Activity Name, Location, Date, Time, Duration (Mins), Member Number, Surname, First Name, Home
Phone, Mobile, Work Phone, Email, Total, Balance, Agreement, Agreement Price, Booking Club
Additional Columns: None available

223.

NON ATTENDANCE

Found under: Standard > Bookings

Range options: Report Date
Selection options: Activity, Subscriber Status
Default Columns: Name, Member number, Mobile, Home Phone, Work Phone, Status
Additional Columns: None available

224.

NON ATTENDANCE DEBTS

Found under: Standard > Bookings > Booking Penalties

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Range options: Membership Type, Member Status, Activity Date, Payment Status
Selection options: None available
Default Columns: Home Club, Activity, Location, Display Date, Activity Time, Activity Duration, Booking Club, Member
number, First Name, Last Name, Membership, Price Type, Booking Penalty, Booking Penalty Balance, Payment Status,
Penalty Paid Date, Penalty Paid At
Additional Columns: DOB, Email, Home Phone, Mobile Phone, Work Phone, Home Address (1-4), Post Code

225.

ONLINE BOOKINGS EXPORT REPORT

Shows all online bookings in a given range.

Useful for:

Seeing how many bookings were made using mobile devices.

Found under: Standard > Bookings

Range options: Activity date, Paid Date (both include all date options).
Selection options: Paid Status, Subscriber Status, Agreement Type, Payment Handler
Default Columns: Booking Date, Guid, Club Name, Activity Date, Activity Name, Activity Time, Member Number, Member
Name, Agreement Name, Paid Amount, Paid Date, Code, Paid Status, Subscriber Status, Payment Method, Is Kiosk
Booking, User Agent, Client Type, Payment Handler
Additional Columns: None available

226.

ONLINE BOOKINGS REPORT

Found under: Standard > Bookings

Range options: Activity date, Paid Date (both include all date options)
Selection options: Paid Status, Subscriber Status, Agreement Type, Payment Handler
Default Columns: Booking Date, Guid, Club Name, Activity Date, Activity Name, Activity Time, Member Number, Member
Name, Agreement Name, Paid Amount, Paid Date, Code, Paid Status, Subscriber Status, Payment Method, Is Kiosk
Booking, User Agent, Client Type, Payment Handler
Additional Columns: None available

227.

ONLINE COURSE LINKS

Found under: Standard > Bookings > Course Reports

Range options: Course Start Date
Selection options: Main Category
Default Columns: Club Name, Course Name, Course Start Date, Course End Date, Main Category, Sub Category, External
Course ID, Course Status
Additional Columns: None available
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228.

ONLINE PAYMENT

This report shows all online transactions greater than 0.00 and their transaction IDs.
Found under: Standard > POS Reports
Range options: Report Date (includes all date options)
Selection options: None available
Default Columns: Commidea Transaction ID, Legend Transaction ID, Date Processed, Amount
Additional Columns: None available

229.

ONLINE PAYMENT DETAIL

This report shows all online transactions greater than 0.00 in the given date range.
Found under: Standard > POS Reports
Range options: Report Date, Billing Source Type
Selection options: None available
Default Columns: Legend Transaction ID, Commidea Transaction ID, Club Name, Member Number, Name, Billing Source,
Billing Source Id, Inventory No, Amount
Additional Columns: Payment Method, Card Payment

230.

ONLINE PAYMENT DETAIL V2

Found under: Standard > POS Reports

Range options: Report Date, Billing Source Type
Selection options: None available
Default Columns: Legend Transaction ID, Commidea Transaction ID, Club Name, Member Number, Name, Billing Source,
Billing Source Id, Inventory No, Card Amount, Income Amount, Non Income Amount
Additional Columns: GL Account, Subcode, Card Payment, Date Processed, Payment Handler

231.

ONLINE REGISTRATIONS

Found under: Standard > Memberships > Member List Report > Online Members
Range options: Registration Date, Registration Status
Selection options: None available
Default Columns: Club Name, Name, Email, Registration Date, Confirmed Date, Registration Status, Member number,
Terms Checked
Additional Columns: None available

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232.

ONLINE SIGNUPS

Found under: Standard > Memberships > Member List Report > Online Members
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default Columns: Club Name, Member number, Barcode, Name, Gender, Membership, Head, Joined, Terminated,
Preferred Day for DD Payments, Prorate Fee, Enrolment Fee, First Month Fee, Total Payment
Additional Columns: Last Payment, Salesperson, Name, Agreement Type, Next Bill Date, Final Bill Date, First Bill Date,
Payment Method, Enrolment Fee, Signed Member number, Sold At Club, Price Type, Home Phone, Work Phone, Home
Address (1-4), Postcode, Email, Outstanding, DOB, Obligation Date, Renewal Date, Cycle Fees, Last Visit, Termination
Reason, In Hard Count, Is Frozen, Agreement Start, Member Status, Agreement Status, Occupation, Billing Months, Usage
Months, Renewal Months

233.

ONLINE TICKETING PURCHASE

Found under: Standard > Bookings > Online Ticketing

Range options: Activity, Ticket Type, Session Start Date, Ticket Purchase Date
Selection options: None available
Default Columns: Club Name, Activity, Session Name, Session Start Time, Session End Time, Ticket Purchase Date, Contact
Email, Purchased by Email, Sold To Member, Ticket Type, Number of Tickets, Member number, First Name, Last Name,
DOB, Membership, Price Type, Member Home Club, Price Paid
Additional Columns: None available

234.

ONLINE TICKETING PURCHASE INCOME

Found under: Standard > Bookings > Online Ticketing

Range options: Activity, Session Start Date, Ticket Purchase Date
Selection options: None available
Default Columns: Online Ticket Booking ID, Club Name, Activity, Session Name, Session Start Time, Session End Date,
Ticket Purchase Date, Purchased by Email, Number of Tickets, Price Paid
Additional Columns: None available

235.

ONLINE TRANSACTION SEARCH

Found under: Standard > POS Reports > Online Transactions

Range options: None available
Selection options: Online Confirmation ID

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Default Columns: Online Purchase ID, Email, Total Amount, Processing Date, Auth Code, Commidea Transaction ID< First
Name, Last Name, Member number, Transaction Type, Transaction Description, Transaction Club, GL Account, Booking
Status, Booking Created, Booking Last Updated, Booking Last Updated By
Additional Columns: None available

236.

OVERALL PATRONAGE SUMMARY REPORT - DAILY

Found under: Standard > Patronage

Range options: Date From, Date To
Selection options: Agreement, Price Type
Default Columns: Home Club, Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage
Assumption, Total Patronage, VAT, Ex. VAT, Total
Additional Columns: None available
Aggregated/Live: Aggregated daily note that changes to historical data will not be picked up.

237.

OVERALL PATRONAGE SUMMARY REPORT DAILY EXPORT

Found under: Standard > Patronage > Patronage Grouped

Range options: Date From to Date To.
Selection options: Agreement, Price Type
Default Columns: Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage Assumption,
Total Patronage, VAT, Ex VAT, Total
Additional Columns: None available

238.

OVERALL PATRONAGE SUMMARY REPORT DAILY GROUPED

Found under: Standard > Patronage > Patronage Grouped

Range options: Date From to Date To
Selection options: Agreement, Price Type
Default Columns: Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage Assumption,
Total Patronage, VAT, Ex VAT, Total
Additional Columns: None available
Aggregated/Live: Aggregated daily note that changes to historical data will not be picked up.

239.

OVERALL PATRONAGE SUMMARY REPORT MTD

This report gives a breakdown of bookings and usage for each membership type and price. This report aggregates for a
whole month, if you enter a range that covers more than one month the report will pull the entire months figures for
each month in the range rather than just the figures from the specified start date to the end date (so for example

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entering 30/09/13 01/11/13 would give results for the entirety of September, October and November).
Useful for:

Overall patronage figures;

Checking which activity is most popular with a certain membership;
Checking how much income an activity generates by membership type.

Found under: Standard > Patronage

Range options: Date From to Date To
Selection options: Agreement, Price Type
Default Columns: Home Club, Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage
Assumption, Total Patronage, VAT, Ex. VAT, Total
Additional Columns: None available
Aggregated/Live: Aggregated monthly changes to historical data for the current month will be picked up

240.

OVERALL PATRONAGE SUMMARY REPORT GROUPED

Found under: Standard > Patronage > Patronage Grouped

Range options: Date From to Date To.
Selection options: Agreement, Price Type
Default Columns: Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage Assumption,
Total Patronage, VAT, Ex VAT, Total.
Additional Columns: None available.

241.

OVERALL PATRONAGE SUMMARY REPORT GROUPED - EXPORT

Found under: Standard > Patronage > Patronage Grouped

Range options: Date From to Date To.
Selection options: Agreement, Price Type
Default Columns: Main Category, Sub Category, Inventory, Agreement Type, Price Type, Quantity, Patronage Assumption,
Total Patronage, VAT, Ex VAT, Total.
Additional Columns: None available.

242.

OVERS AND SHORTS

The Overs and Shorts report deals with all tender types other than those which have a short description of Account or
Credit Note.
Please note: in order for this report to function correctly shifts need to be cashed up on the day they are opened. Shifts
cashed up at a later date will show as being cashed up at 00:00 and as variances.
Found under: Financial

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Range options: None available

Selection options: Report Date (includes all date options)
Default Columns: Workstation, Shift, Tender, Times Lifted, Total Lifted, Total Processed, Unders Overs Transaction Count,
Notes
Additional Columns: Online Payments, Online VAT, Online Net
Aggregated/Live: Aggregated

243.

PATRONAGE KPI SUMMARY REPORT - MTD

Found under: Standard > Patronage

Range options: Report Date (exact only).
Selection options: None available
Default Columns: Patronage Category, Patronage Type
Additional Columns: None available
Aggregated/Live: Aggregated monthly changes to historical data for the current month will be picked up

244.

PATRONAGE SUMMARY BY PRICE TYPE - DAILY

Found under: Standard > Patronage

Range options: Date From to Date To.
Selection options: Agreement, Price Type.
Default Columns: Club Name, Agreement Type, Price Type, Total Patronage
Additional Columns: None available
Aggregated/Live: Aggregated daily note that changes to historical data will not be picked up

245.

PATRONAGE SUMMARY BY PRICE TYPE - MTD

Found under: Standard > Patronage

Range options: Date From to Date To.
Selection options: Agreement, Price Type.
Default Columns: Club Name, Agreement Type, Price Type, Total Patronage
Additional Columns: None available
Aggregated/Live: Aggregated monthly changes to historical data for the current month will be picked up

246.

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This report can only be run for the previous 28 days, dates further back than that will give No Records Found.
Found under: Standard > Patronage
Range options: Date From to Date To.
Selection options: Agreement, Price Type.
Default Columns: Main Category, Sub Category, Inventory, Qty, Patronage Assumption, Total Patronage, Total M3, Total
Carbon, M3/Patronage, Carbon/Patronage
Additional Columns: None available
Aggregated/Live: Aggregated daily note that changes to historical data will not be picked up

247.

PATRONAGE SUMMARY REPORT - MTD

Found under: Standard > Patronage

Range options: Date From to Date To.
Selection options: Agreement, Price Type.
Default Columns: Main Category, Sub Category, Inventory, Qty, Patronage Assumption, Total Patronage, Total M3, Total
Carbon, M3/Patronage, Carbon/Patronage
Additional Columns: None available
Aggregated/Live: Aggregated monthly changes to historical data for the current month will be picked up

248.

PENDING MEMBERS

Found under: Standard > Memberships > Member List > Member Status
Range options: Membership Type, Member Status, Post Code
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date, Contracted Agreement
Default Columns: Club Name, Member number, Barcode, Name, Gender, Membership, Head, Joined, Terminated,
Preferred Day for DD Payments, Terms Exist
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Billing Months, Check In Note, Corporate,
Corporate Type, Current Year of Study, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person,
Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Home Address, Home Phone, In Hard
Count, Is Frozen, Last Payment, Last Visit, Last Name, Marital Status, Matriculation Date, Medical Allergies, Medical
Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member
Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Price Type,
Renewal Months, Renewal Date, Salutation, Signer Member number, Sold At Club, Source, Source Member, Termination
Reason, Title, Usage Months, Work Phone

249.

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Found under: Financial Reports

Range options: Date From, Date To.
Selection options: Agreement, Price Type
Default Columns: Last Payment, Member Number, Start Date, Renewal Date, Amount, Paid Date
Additional Columns: None available

250.

PIF ANALYSIS RELEASED DETAIL

Found under: Financial Reports

Range options: Date From, Date To
Selection options: None available
Default Columns: Last Payment, Member Number, Start Date, Renewal Date, Amount, Paid Date
Additional Columns: None available

251.

POS POST CODES

Found under: Standard > POS Reports

Range options: Date From, Date To
Selection options: Shifts, Registers, User Name, Post Code
Default Columns: Columns are not available to customise

252.

PRE-AUDDIS ACCOUNTS

Found under: Standard > Member Billing/Payment > Member Accounts > Account Administration
Range options: Membership Type, Next Bill Date
Selection options: Account Type, Account Reference, Account Number, BACS Code, Member Status, Frequency, Final Bill
Date
Default Columns: Home Club, Member No, Membership, Amount, Collect Frequency, Next Bill Date, Final Bill Date,
Account No, Account Name, BACS Code Type
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Notes, Club
Name, Cycle Fees, DOB, Email, Emergency Contact No, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, First Bill Date, First Name, Gender, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined, Last
Payment, Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities,
Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Name, Obligation
Date, Occupation, Outstanding, Paid Date, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date,
Salesperson, Salutation, Signer Member No, Sold At Club, Source, Source Member, Terminated, Termination Reason,
Terms Exist, Title, Usage Months, Work Phone

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253.

PREDICTED MEMBER LEVEL

Found under: Standard > Bookings > Sports Courses

Range options: Discipline, Current Level, Future Level. Session Date, Day of Week, Instructor
Selection options: None available
Default Columns: Club Name, Member number, First Name, Last Name, Discipline, Current Level, Future Level, Course
Start Date, Day, Course Name, Hour, Minutes, Instructor, Course Term, Enrolment Type, Course Timing, Move Type
Additional Columns: Membership, Price Type, DOB, Home Phone, Mobile Phone, Email, Home Address (1-4), Postcode

254.

PREDICTED SESSION REQUIREMENT

Found under: Standard > Bookings > Sports Courses

Range options: Discipline, Level, Session Date, Day of Week
Selection options: None available
Default Columns: Club Name, Discipline, Level, Course Start Date, Day, Hour, Course Term, Number Of Pupils, Min Session
Size, Max Session Size, Min Number of Sessions Required, Max Number of Sessions Required
Additional Columns: None available

255.

PRICE LIST REPORT

This report gives information about inventory items, including their price, categories, item type and VAT settings.
Found under: Standard > POS Reports
Range options: None available
Selection options: Inventory
Default Columns: Club Name, Inventory, Club Price, Region Price, Enterprise Price, Item type, Required Member, Print
Receipt, Ask For Selling Price, Main Category, Sub Category, Barcode, Enterprise Tax, Club Tax, Optional Discounts,
Patronage Count, No Of Times Sold
Additional Columns: None available

256.

PROBLEM SWIPES

Shows failed swipes and why the swipe failed. Can also show successful swipes.
Found under: Standard > Member Activity > Member Usage
Range options: Membership Type, Visit Date (includes all date options), HomeClub
Selection options: Member No, First Name, Gender, Age, Entry, Contracted Agreement.
Default Columns: Member No, Name, Visited Date, Entry, Reason, Terms Exist

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Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Club Visited, Collect Frequency, Cycle Fees, DOB, Email, Emergency Contact No, Emergency Contact Person,
Employer, Enrolment Fee, , Ethnic Origin, Final Bill Date, First Bill Date, First Name, Gender, Head, Home Club, Home
Address (lines 1-4), Home Telephone (full number), In Hard Count (Y/N), Is Frozen, Joined, Last Payment, Last Use Date,
Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations,
Member Eligibility, Member Goals, Member Interests, Member Status, Membership, Mobile, Name, Next Bill Date,
Obligation Date, Occupation, Outstanding, Paid Date, Payment Method, Postcode, Price type, Renewal Months, Renewal
Date, Salutation, Signer Member No, Sold At Club, Source, Source Member, Terminated, Termination Reason, Terms Exist,
Title, Usage Months, Work Phone

257.

PROSPECT LIST

Report lists prospects in the Sales application.

Found under: Standard > Sales Reports > List
Range options: Enquiry Type, Prospect Status, Post Code
Selection options: Name, Gender, Age, Origin Date, Last Contacted, Mobile, Marketing Source, Promotional, Future
Activity
Default Columns: Name, Status, Sales Person, Enquiry Type, Date Created, Last Contacted, Member No
Additional Columns: Club Name, Gender, Future Activity, Existing Club Name, DOB, Email, Employer, First Name, Home
Address (1-4) Home Phone, Last Name, Mobile, Name, Postcode, Promotion, Promotion, Source, Work Phone

258.

PURCHASE AND ACCESS ELIGIBILITIES REPORT

This lists all members with a P & A Eligibility.

Found under: Standard > Memberships > Member List > Purchase and Access Eligibilities
Range options: Membership Type, Eligibility
Selection options: None available
Default Columns: Club Name, Member no, First Name, Last Name, Valid From, Eligibility, Use Name, Membership, Price
Type
Additional Columns: None available

259.

RECIPROCAL CLUB NO ENTRY THIS WEEK

Found under: Standard > Member Activity > Member Usage > Check-In No Entry
Range options: Membership Type, Visit Date
Selection options: Member number, First Name, Gender, Age, No Entry
Default Columns: Home Club, Club Visited, Member number, Name, Membership, Visited Date, Entry, Reason
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Collect Frequency, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer,
Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Gender, Head, Home Address (1-4), Home Phone,
In Hard Count, Is Frozen, Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status, Medical Allergies,

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Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests,
Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment Method,
Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member number, Sold At Club, Source, Source
Member, Terminated, Termination Reason, Terms Exist, Title, Usage Months, Work Phone

260.

RECIPROCAL USAGE

Found under: Standard > Member Activity > Member Usage

Range options: Membership Type, Visit Date, Home Club
Selection options: Member number, First Name, Gender, Age, Entry
Default Columns: Home Club, Member number, Name, Membership, Visited Date, Entry, Reason
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Club Visited, Collect Frequency, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person,
Employer, Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Gender, Head, Home Address (1-4),
Home Phone, In Hard Count, Is Frozen< Joined, Last Payment, Last Use Date, Last Visit, Last Name, Marital Status, Medical
Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member
Interests, Member Status, Mobile, Name, Next Bill Date, Obligation Date, Occupation, Outstanding, Paid Date, Payment
Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation, Signer Member number, Sold At Club, Source,
Source Member, Terminated, Termination Reason, Terms Exist, Title, Usage Months, Work Phone

261.

REENROLMENT STATUS

Found under: Standard > Bookings > Sports Course

Range options: Old Course Discipline, New Course Discipline, New Course Level, Old Course Level, Course Move Booking
Status
Selection options: None available
Default Columns: Club Name, Old Course Discipline, Old Course Name, Old Course Level, New Course Discipline, New
Course Name, New Course Level, Old Course Start Date, New Course Start Date, Movement Plan, Course Move Status,
Course Move Booking Status, Move Notes, Course Price, Balance, Member number, First Name, Last Name
Additional Columns: Membership, Price Type, DOB, Home Phone, Mobile Phone, Email, Home Address (1-4), Postcode,
Age

262.

REPLICATED PROSPECT CHECK

Found under: Audit

Range options: Prospect Check
Selection options: None available
Default Columns: Name, Status, Sales Person, Enquiry Type, Date Created, Last Contacted, Check Name
Additional Columns: None available

263.

RESOURCE DAILY UPTAKE

Found under: Standard > Bookings > Uptake Activity Reports

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Range options: Report Date

Selection options: None available
Default Columns: Parent Resource, Booked Resource, Day, Club Group, Club, Minutes Available, Minutes Booked,
Utilisation
Additional Columns: None available

264.

RESOURCE HOURLY UPTAKE BY DAY

This report shows how many minutes a resource is used for in a certain day, broken down by hour. For example, if a
studio is used for 30 minutes between 07:00 and 07:30, the report will show 50% under Hour 7.
Useful for:

Finding unused timeslots;

Seeing how often a room is used.

Found under: Standard > Bookings > Uptake Activity Reports

Range options: Report Date (includes all date options).
Selection options: None available.
Default Columns: Parent Resource, Booked Resource, Day, Club Group, Club, Minutes Available, Minutes Booked,
Utilisation.
Additional Columns: None available.

265.

RESOURCE LIST

Found under: Standard > Bookings

Range options: None available
Selection options: None available
Default Columns: Club Name, Resource Group, Resource Name, Inventory Group Item, Inventory Group, Resource Type,
Sub Type, Difficulty Level, Age Limit, Time Slot, Capacity, Duration, First Time Setup, Setup Time, Advanced Limit, Date
Created, Is Active, Is Bookable, Allow Double Booking, Force Adjacent Booking, Support Online Booking, Is Default,
Resource Description, Created By, Description, Is Parent, Parent Resource, Number of Sectors
Additional Columns: None available

266.

RETENTION MANAGEMENT

Found under: Standard > Analysis

Range options: Head, Membership Type, Agreement Type, Agreement Status, Price Type, Sold At Club, Collection
Method, Auto Collection, Next Collection Date, Agreement Start Date
Selection options: Member Status, Marketing Source, Member Start Date, Renewal Date, Termination Date, Last Use
Date, Obligation Date, First Name
Default Columns: Club ID, Member No, Member number, Last Name, First Name, DOB, Joined, Home Phone, Email,
Member Status, Is Frozen, Membership, Last Visit, Renewal, Last Use Date, Visits
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Additional Columns: Salesperson Name, Agreement Start, Agreement Status, Barcode, Billing Months, Check In Note,
Club Name, Collect Frequency, Cycle Fees, Emergency Contact No, Emergency Contact Person, Employer, Ethnic Origin,
Final Bill Date, First Bill Date, Head, Home Address (1-4), In Hard Count, Last Payment, Medical Allergies, Medical
Conditions, Medical Disabilities, Medical Immunisations, Member Eligibility, Member Goals, Member Interests, Mobile,
Name, Next Bill Date, Occupation, Outstanding, Paid Date, Postcode, Price Type, Renewal Months, Renewal Date,
Salutation, Source, Source Member, Terminated, Termination Reason, Title, Usage Months, Work Phone, Home Club,
Signer Member No, Name, Gender, Agreement Type, Sold At Club, Payment Method, Enrolment Fee, Cycle Fee,
Obligation Date, Marital Status

267.

SAGE INCOME JOUNAL

Found under: Financial Report

Range options: Date, Process Type
Selection options: None available
Default Columns: Account Cost Centre, Account Department, Account Number, Account Sub Number, Transaction Type,
Transaction Date, Goods Amount, VAT Amount, Net, Posted Date, Transaction Analysis Code, Club Name, Usage Club ID<
Cost Centre ID, Process Type ID
Additional Columns: None available

268.

SALES ACTIVITY

This report shows the sales activity of users.

Found under: Standard > Sales Reports > Aggregate > Sales Activity
Range options: Report Date (includes all date options).
Selection options: None available.
Default Columns: Club Name, Name, Prospects, Prospects MTD, Total Contacts, MTD, Apps Set, MTD, %AvsC, MTD, Apps
Scheduled (1-3) Apps Held, MTD, % Apps Held v Apps Set, MTD%, Referrals, Referrals MTD, Heads, Heads MTD, Joints,
Joints MTD, Addons, Addons MTD, Total Sales, Total Sales MTD, Pending Sales, Pending Sales MTD, Closing%, MTD, Tot
Contacts, Apps Set, MTD, MTD, Appointments d0, Apps Held, Appointments MTD, MTD, Apps Held, Total Sales, MTD,
Total Sales MTD.
Additional Columns: None available.

269.

SALES ACTIVITY DETAIL

This report shows the total number of tasks users have completed in the given range, broken down by Activity Type and
Activity.
Useful for:

Determining the most productive/successful sales staff

Found under: Standard > Sales Reports > Detail

Range options: Report Date (includes all date options).
Selection options: Result, Scheduled, Completed, Marketing Source
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Default Columns: Columns not available to customise

270.

SALES ACTIVITY WITH UPGRADES

Found under: Standard > Sales Reports > Aggregate

Range options: Report Date
Selection options: None available.
Default Columns: Club Name, Name, Prospects, Prospects MTD, Total Calls, Follow up MTD, Tours Set, MID, % T vs C,
MTD%, Tours Scheduled (1-3), Tours Held, MTD, % Tours Held vs. Set, MTD%, Walk Ins Held, Walk Ins Held MTD,
Referrals, Referrals MTD, Sales Club Tours, Sales Club Tours MTD, Sales Walk Ins, Sales Walk Ins MTD, Sales Other, Sales
Other MTD, Sales Upgrades, Sales Upgrades MTD, Sales Renewals, Sales Renewals MTD, Total Sales, Total Sales MTD,
Pending Sales, Pending Sales MTD, Closing %, MTD
Additional Columns: None available.

271.

SALES ACTIVITY G10

Found under: Standard > Sales Reports > Aggregate

Range options: Report Date (includes all date options).
Selection options: None available
Default Columns: Club Name, Name, Prospects, Prospects Month to Date, Prospects In, Prospects In Month to Date,
Prospects Out, Prospects Out Month to Date, Prospects POS, Prospects POS Month to Date, Total Contacts, Month to
Date, Appointments Set, Month to Date, % A vs. C, Month To Date, Appointments Scheduled (1-3), Appointments Held,
Month to Date, Appointment Held Walk, Appointment Held Walk Month to Date, % Appointments Held vs Appointments
Set, Month to Date %, Heads, Heads Month to Date, Joints, Joints Month to Date, Add ons, Add ons Month to Date, Total
Sales, Total Sales Month to Date, Pending Sales, Pending Sales Month to Date, Closing %, Month to Date, Total Contacts,
Appointments Set, Month to Date, Month to Date, Appointmentsd0, Appointments Held, Appointments Month to Date,
Month to Date, Appointments Held, Total Sales, Month to Date, Total Sales Month to Date
Additional Columns: None available

272.

SALES ENQUIRY DETAIL

Found under: Standard > Sales Reports > Detail

Range options: Report Date
Selection options: Enquiry Type
Default Columns: Columns are not available to customise

273.

SALES JOINER DETAIL

Found under: Standard > Sales Reports > Detail

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Range options: Report Date

Selection options: Enquiry Type, Prospect, Marketing Source
Default Columns: Columns are not available to customise

274.

SCHEDULE REPORT LOG

Found under: System

Range options: Log Date
Selection options: Schedule Name, Source Report, Execution Result
Default Columns: Job Name, Source Report, Log Date Time, Execution Result, Detail Message

275.

SCHEME UTILISATION

This report shows all courses in a given range. The course will show once for every linked resource, so it may appear as
though there are duplicates.
Found under: Standard > Bookings > Course Reports
Range options: Date From to Date To.
Selection options: Report Scheme
Default Columns: Class Type, Course Subtype, Course Name, Course Scheme, Day, Time, Teacher, Max, Min, Actual,
Spaces, % Utilisation, Expected Income, Actual Income, Outstanding Income, Club Name.
Additional Columns: None Available

276.

SCHEME UTILISATION SUMMARY

This report shows all courses in a given range. The course will show once for every linked resource, so it may appear as
though there are duplicates.
Found under: Standard > Bookings > Course Reports
Range options: Course Start Date, Course End Date (all date options available).
Selection options: Report Scheme
Default Columns: Class Type, Course Subtype, Course Name, Course Scheme, Max, Actual, Spaces, % Utilisation
Additional Columns: None Available

277.

SECURITY TOKEN CONFIGURATION

Found under: Standard > Configuration > Security Tokens

Range options: None available

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Selection options: Security Group, Selected, Security Token

Default Columns: Security Group, Token Description, Token Name, Token Group, Selected, Token ID, Ref User Group ID
Additional Columns: None Available

278.

SHIFT CONFIGURATION

This report details all shift definitions, and when/where they are available.
Found under: Standard > POS Reports > Shift Information
Range options: None available.
Selection options: None available.
Default Columns: Region, Club Name, Shift Name, Start Time, End Time, Available Monday, Available Tuesday, Available
Wednesday, Available Thursday, Available Friday, Available Saturday, Available Sunday, Active, Can Extend Into Next Day,
Number of Shifts, Last Shift Opened Time
Additional Columns: None available.

279.

SHIFT STATUS

This report details all shifts in the given range, including their status (open, closed reconciled), the user that
opened/closed/reconciled the shift, the time the shift was opened/closed/reconciled and the number of transactions.
Suggested use:

Finding a missing shift;

Confirming the status of a shift;
Confirming the number of transactions against a shift.

Found under: Standard > POS Reports > Shift Information.

Range options: Shift Open Time.
Selection options: Shift Status, Workstation, Shift Name, Shift Opened By.
Default Columns: Region, Club Name, Shift Name, Computer Name, Computer Description, Shift Open Time, Shift Open
User, Shift Open User Login, Shift Close Time, Shift Close User, Shift Close User Login, Shift Reconciled Time, Shift
Reconciled User, Shift Reconciled User Login, Shift Status, Number of Transactions.
Additional Columns: None available

280.

SMALL BAG AUDIT REPORT

Found under: Audit

Range options: Log Date Time
Selection options: Username, Workstation

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Default Columns: Home Club, Bag Reference, Log Date Time, Old Bank Ref Status, New Bank Ref Status, Old Lifted
Amount, New Lifted Amount, Change Detail, Username, Login Name, Workstation Name
Additional Columns: None available.

281.

SPEND PER VISIT

Gives an average spend per visit per centre over the last 12 months.
Found under: Standard > Patronage
Range options: Report Date (Exact only)
Selection options: Membership Type, Cost Centres
Default Columns: Club Name, Month(1-12), Date
Additional Columns: None available
Additional Columns: None available.

282.

SPORTS HALL TIMETABLE ERRORS

Found under: Standard > Bookings > Booking Configuration

Range options: Error Date
Selection options: None available
Default Columns: Error Date, Club Name, Resource, Inventory, Inventory Description, Resource Duration, Subtype,
Resource Last Edited, Resource Last Edited By, Error Reason, Detail Message
Additional Columns: None available

283.

STAFF CLUB ASSIGNMENT

Found under: Standard > Configuration > Users

Range options: None available
Selection options: None available
Default Columns: Username, First Name, Last Name, Club Short Name, Club Long Name
Additional Columns: None available.

284.

STAFF DETAILS

Details of all staff.

Found under: Standard > Configuration > Users
Range options: None available

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Selection options: None available

Default Columns: Username, First Name, Last Name, Member Number, Barcode, Enterprise Access, User Notes
Additional Columns: None available

285.

STAFF GROUP ASSIGNMENT

Found under: Standard > Configuration > Users

Range options: None available
Selection options: None available
Default Columns: User Name, First Name, Last Name, Group Short Description, Group Desciption
Additional Columns: None available

286.

STAFF SECURITY GROUP ASSIGNMENT

Shows users, their username, full name and security level.

Found under: Standard > Configuration > Users
Range options: None available
Selection options: Security Group
Default Columns: Username, First Name, Last Name, Security Group
Additional Columns: None available

287.

STATIONS PER SITE

Found under: Standard > Analysis

Range options: Membership Type, Member Status, Agreement Type
Selection options: None available
Default Columns: Columns are not available to customise

288.

STOCK ADJUSTMENT

This report shows all changes to stock in the given range.

Found under: Standard > POS Reports > Stock Reports
Range options: Date Stock Added (all date range options available)
Selection options: Inventory, Adjustment Reason
Default Columns: Club Name, Timestamp, Reason Text, Adjustment Reason, Adjustment Text, Inventory No, Inventory,
Main Category, Sub Category, Number of Items, Entry Username

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Additional Columns: None available

289.

STOCK VALUATION

This report shows current stock levels, stock warning levels, price, profit and markup percentage.
Suggested use:

Monitoring stock levels.

Found under: Standard > POS Reports

Range options: None available
Selection options: None available.
Default Columns: Inventory No, Inventory Main Category, Sub Category, Wholesale Price, Current Stock Level, Stock
Warning Level, Total Wholesale Price, Decrement Stock, Monitor Stock, Sale Price, Selling Period, Retail Value, Gross
Profit, Markup Percentage
Additional Columns: None available

290.

SUBSIDY PER USER

Found under: Standard > Analysis

Range options: Report Date
Selection options: None available
Default Columns: Club Name, Month, Third Party Amount, Customer Amount, Third Party Percentage, Customer
Percentage, Total Patronage, Third Party Per User, Customer Per User
Additional Columns: None available

291.

SWIPE DETAIL

This report contains swipe information along with risk scores at the time of swipe, current risk scores, direction of score
change, agreement at the time of swipe and current agreement.
Found under: Standard > Member Activity > Member Usage
Range options: Home Club, Visit Date
Selection options: Entry, Photo Exists, Home Club Visit, Visit Membership Type, Visit Price Type, Current Membership
Type, Current Price Type
Default Columns: Member Number, First Name, Last Name, Visited Date, Days Since Visit, Entry, Reason, Override
Reason, Club Visited, Region Visited, Home Club, Home Region, Username, Users Full Name, Membership Type At Swope,
Price Type At Swipe, Risk Score At Swipe, Current Risk Score, Risk Change, Last Visited Date, Current Membership Type,
Current Price Type, Email, Home Phone, Mobile Phone, Home Address (1-4), Postcode, Member Status, Joined, Photoo
Exists
Additional Columns: None available
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292.

TASK LIST

Found under: Standard > Sales Reports > List

Range options: Type, Regarding, Result, Created, Display Date
Selection options: Name, Gender, Age, Origin Date, Last Contracted, Enquiry Type, Prospect Status, Marketing Source,
Promotion
Default Columns: Activity Person, Activity, Regarding, Display Date, Start Time, Duration, Name, Home Phone, Mobile,
Work Phone, Notes
Additional Columns: Club Name, DOB, Email, Employer, First Name, Home Address (1-4), Last Name, Member number,
Postcode, Ended, Sales Person, Source, Result, Name, Scheduled, Last Contacted, Existing Club Name, Promotion

293.

TRANSACTION DETAIL REPORT

The Transaction Detail report shows all transactions that have gone through Front of House. This does not include online
transactions, or any charges/payments that have been applied solely through Membership Management.
Useful for:

Reporting on individual inventory items;

Cashing up/shift queries;
Reporting on tender types used;
Confirming VAT is being charged correctly (add additional Columns Net and Tax);
Confirming which user has authorised a refund (add additional Column Authorising User and Select Status as
Refund in Selection).

Found under: Standard > POS reports.

Range options: Date From to Date To.
Selection options: Status, Registers, Shifts, Age, Main Category, Sub Category, Gender, Tender type, Post code,
Agreement, Price Type, Inventory, Telephone, Post, Email, Text.
Default Columns: Transaction Number, Sale Date, Member Number, Member Name, Member number paid for,
Salesperson, Main Category, Sub Category, Inventory Description, Quantity, Retail, Discount, Selling, Total, Income
Amount, Status, Tender Type, Register (till) Telephone (Y/N), Post (Y/N), Email (Y/N), Text (Y/N).
Please Note: For an amount to be recorded in the Is Income Column the tender must have is included in income
reports checked in Control Panel >> Data >> Inventory/POS >> Configure Tenders.
Additional Columns: GL Account Id, GL account, Subcode, Billing Id, Agreement type, Price type, Postcode, DOB, Home
Club, Sold at club, Net, Tax, Sold at club prefix, Authorising user (tran), Authorising User (discount).

294.

TRANSACTION DISCOUNTS

Found under: Standard > POS Reports > POS Discounts

Range options: Inventory, Discount Type, Automatic/Optional, Transaction Date, Main Category, Sub Category
Selection options: Member Number, Authorised by User, Transaction User

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Default Columns: Transaction no, Sale Date, Sold At Club, Discount Method, Discount, Discount Name, User Authorised
By, User Authorised By Name, Transaction User, Transaction User Name, Inventory, Inventory Description, Main Category,
Sub Category, Member No, First Name, Last Name, Email
Additional Columns: Home Address (1-4), Postcode, Home Telephone, Mobile Telephone, Work Telephone

295.

TRANSACTION MARKETING

Found under: Standard > POS Reports

Range options: Transaction Date, Main Category, Sub Category, Inventory, Minimum Quantity, Current Agreement,
Current Price Type.
Selection options: Transaction Location, Marketing Phone, Marketing Post, Marketing Email, Marketing Text, Marketing
Phone 3rd party, Marketing Post 3rd party, Marketing Email 3rd party, Marketing Text 3rd party
Default Columns: Sold at Club, Home Club, Member No, First Name, Last Name, DOB, Member Status, Membership, Price
Type, Email, Home Tel, Mobile Tel, Work Tel, Home Address (1-4), Postcode, Main Category, Sub Category, Inventory,
Inventory Description, Quantity, Total, Telephone, Post, Email, Text, Telephone 3rd party, Post 3rd party, Email 3rd party,
Text 3rd party
Additional Columns: None available

296.

TRANSACTIONS

Found under: Standard > POS Reports

Range options: Date From, Date To
Selection options: Shifts, Registers
Default Columns: Columns are not available to customise

297.

UCF CONTACT VALUE AUDIT

This report records any changes made to a members User Configurable Fields data, either through Membership
Management or Bulk Admin.
Found under: Audit
Range options: Field Changed Date
Selection options: Member No, Username
Default Columns: Club Name, Date Changed, Time Changed, Change Type, Field Name, Source of Change, Username,
Login Name, Member Number, Member Name, Old Value, New Value.
Additional Columns: None available

298.

UNRESOLVED EVENTS

Found under: Standard > Member Activity > Member Events > Club Events

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Range options: Membership Type, Severity, Event Created Date

Selection options: Event Category, Event Resolved Date, Event Club, Event Code, Member number, First Name, Gender,
Age, Username
Default Columns: Name, Member number, Name, Membership, Event Description, Event Code, Event Created Date,
Home Phone
Additional Columns: Username, Notes, Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months,
Check In Note, Club Name, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer,
Enrolment Fee, Ethnic Origin, Final Bill Date, First Bill Date, First Name, Gender, Head, Home Address (1-4), In Hard Count,
Is Frozen, Joined, Last Visit, Last Name, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical
Immunisations, Member Eligibility, Member Goals, Member Interests, Member Status, Mobile, Next Bill Date, Obligation
Date, Occupation, Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date, Salutation,
Signer Member number, Sold At Club, Source, Source Member, Terminated, Termination Reason, Title, Usage Months,
Work Phone

299.

USAGE ANALYSIS BY DATE

Counts how many members have entered the centre in a given hour, gives a total for the day and a total for the period of
time covered by the report.
Useful for:

Evaluating the busiest times of day/days of the week.

Found under: Standard > Member Activity > Member Usage

Range options: Entry Type, Visit Date (includes all date options).
Selection options: None available.
Default Columns: Club Name, Visit Date, hourly intervals (6am 11pm), Total
Additional Columns: None available

300.

USER CUSTOM FIELDS ALL MEMBERS

This report shows all members regardless of whether they have any UCF data or not.
Found under: Standard > Memberships > User Custom Fields
Range options: Member Status, Membership Type, Billing Method, Member Start Date, Joined Date, Obligation Date,
Renewal Date, Termination Date, Contracted Agreement
Selection options: Post Code, Gender, Age, Marketing Source
Default Columns: Club Name, Member No, Barcode, Title, First Name, Last Name, Gender, Membership, Price Type,
Membership Status, Joined, Termination Date, Termination Reason
Additional Columns: Email, Date of Birth, Age, Last Visit, Ethnic Origin, Marital Status, Start Date, Obligation Date,
Renewal Date, First Bill Date, Next Bill Date, Final Bill Date, Enrolment Fee, Cycle Fee, Agreement Type, Agreement Status,
Billing Cycle, Billing Method, Marketing Source, Home Phone, Work Phone, Mobile Phone, Home Address (1-4), Home
Postcode, Employer, Occupation, Marketing By Telephone, Marketing By Post, Marketing By Email, Marketing By Text,
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Marketing By Telephone 3rd Party, Marketing By Post 3rd Party, Marketing By Email 3rd Party, Marketing by Text 3rd Party,
Member Goals, Member Interests, Outstanding, Last Payment Amount, Last Payment Date, Salesperson Name,
Commission Salesperson Name
Please Note: If the field was created today you will need to wait for the overnight to run before you can see the field in
the report.

301.

USER CUSTOM FIELDS MEMBER

This report shows all changes to User Custom Fields as they occur.
Found under: Standard > Memberships > User Custom Fields
Range options: Member Status, Membership Type, Billing Method, Member Start Date, Joined Date, Obligation Date,
Renewal Date, Termination Date, Contracted Agreement
Selection options: Post Code, Gender, Age, Marketing Source
Default Columns: Club Name, Member No, Barcode, Title, First Name, Last Name, Gender, Membership, Price Type,
Membership Status, Joined, Termination Date, Termination Reason
Additional Columns: Email, Date of Birth, Age, Last Visit, Ethnic Origin, Marital Status, Start Date, Obligation Date,
Renewal Date, First Bill Date, Next Bill Date, Final Bill Date, Enrolment Fee, Cycle Fee, Agreement Type, Agreement Status,
Billing Cycle, Billing Method, Marketing Source, Home Phone, Work Phone, Mobile Phone, Home Address (1-4), Home
Postcode, Employer, Occupation, Marketing By Telephone, Marketing By Post, Marketing By Email, Marketing By Text,
Marketing By Telephone 3rd Party, Marketing By Post 3rd Party, Marketing By Email 3rd Party, Marketing by Text 3rd Party,
Member Goals, Member Interests, Outstanding, Last Payment Amount, Last Payment Date, Salesperson Name,
Commission Salesperson Name
Please Note: The field must have been created before today and at least one member must have data in the field for it to
show in the report. If the field was created today you will need to wait for the overnight to run before you can see the
field in the report.

302.

VOUCHER REPORT

Found under: Standard > POS Reports

Range options: Membership Type, Member Status, Post Code, Voucher Name, Voucher Created, Voucher Expires
Selection options: First Name, Billing Method, Gender, Age, Agreement Type, Marketing Source, Member Start Date,
Joined Date, Obligation Date, Renewal Date, Termination Date
Default Columns: Club, First Name, Last Name, Member Number, Voucher Name, Voucher Type, Quantity, Used,
Remaining, Price, linked Inventory, Voucher Created, Voucher Expires, GL Account
Additional Columns: Agreement Start, Agreement Status, Agreement Type, Barcode, Billing Months, Check In Note, Club
Name, Cycle Fees, DOB, Email, Emergency Contact number, Emergency Contact Person, Employer, Enrolment Fee, Ethnic
Origin, Final Bill Date, First Bill Date, Gender, Head, Home Address (1-4), Home Phone, In Hard Count, Is Frozen, Joined,
Last Visit, Marital Status, Medical Allergies, Medical Conditions, Medical Disabilities, Medical Immunisations, Member
Eligibility, Member Goals, Member Interests, Member number, Member Status, Membership, Mobile, Name, Next Bill
Date, Obligation Date, Occupation, Outstanding, Payment Method, Postcode, Price Type, Renewal Months, Renewal Date,
Salutation, Signer Member number, Sold At Club, Source, Source Member Terminated, Termination Reason, Title, Usage
Months, Work Phone

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303.

VOUCHER TRANSACTION DETAIL

The voucher transaction detail report shows the transactions that have been paid for by Sales Voucher (e.g. a
promotional voucher, not a count down voucher purchased by the member) by adding items into the basket, going to pay
then selecting the voucher tender method, choosing a type of voucher and if required entering the reference number of
the voucher. The count down card vouchers are found by selecting a tender method of voucher in the transaction detail
report.
Found under: Standard > POS Reports
Range options: Date From to Date To (includes all date options).
Selection options: Shifts, Registers.
Default Columns: Voucher Type, Inventory Name, Qty, Value.
Additional Columns: None available

304.

WEB INCOME JOURNAL

Found under: Financial

Range options: Date From to Date To (includes all date options).
Selection options: None available.
Default Columns: Cost Centre, Code, Description, Total, VAT Net
Additional Columns: None available

305.

WEB RENEWAL ERRORS LIST

Found under: Standard > Web Renewal Reports

Range options: None available
Selection options: Event Date
Default Columns: Member Number, First Name, Last Name, Gender, Birthday, Address (1-2), City, Post Code, Home
Phone, Mobile Phone, Event Date, Event, Error Text
Additional Columns: None available

306.

WEB RENEWAL VALIDATION FAILURE

Found under: Standard > Web Renewal Reports

Range options: None available
Selection options: Log Date
Default Columns: Member Number, Surname (DB), Criteria Entered, Post Code (DB), Criteria Entered, DOB (DB), Criteria
Entered, Log Date

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Additional Columns: None available

307.

WEB TRANSACTION REPORT

This report shows all online transactions for the given range.
Found under: Standard > POS Reports
Range options: Date From to Date To (exact dates only)
Selection options: Main Category, Sub Category, Inventory
Default Columns: Trans No, Sale Date, Member No, Member Name, Main Category, Sub Category, Inventory Description,
Inventory No, Retail, Discount, Selling, Total, Tran Credit Card Amount, Tender Type
Additional Columns: GL Account Id, GL Account, Agreement Type, Price Type, Postcode, DOB, Home Club, Sold At Club

308.

WEBSITE RENEWALS EVENTS

Found under: Standard > Web Renewal Reports

Range options: Start Date, End Date
Selection options: None available
Default Columns: Home Club, Member Number, Name, Agreement Name, Event Code, Event Created Date, User Name,
notes, Amount Paid, GL Account
Additional Columns: None available

309.

WEEKLY DRS

The weekly DRS report is a week long report looking at all till transactions. All tender types are included.
Found under: Standard > POS Reports > DRS Reports
Range options: Report Date
Selection options: None available
Default Columns: Description, Day 1 Day 7, Total, VAT, Total - VAT
Additional Columns: GL Account, Subcode, lgd GL Account Category ID

310.

WETSIDE % UPTAKE

This report shows the number of Wetside courses (defined as a course which is linked to an inventory item which has a
patronage value with a category of pool). The max courses value is set in club settings in the Bookings tab under the "Max
Wetside Courses" option.
Found under: Standard > Analysis.
Range options: Course Term.

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Selection options: None available.

Default Columns: Club Name, Max Wetside Courses, Actual Wetside Courses, % Uptake.
Additional Columns: None available.

311.

% UPTAKE SUMMARY REPORT

Found under: Standard > Booking

Range options: Report Month (exact only).
Selection options: None available
Default Columns: Bookable Area, Available Slots, Resource, No of Slots, % Uptake
Additional Columns: None available
Please Note: This report relies on the resource being linked to a booking shortcut button.

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