Understanding the Member Extras Report

The Member Extras Report allows you to view and report on additional products attached to members, including Subscriptions and Add Ons.

The report can be used to review who has purchased an extra, its current status, remaining sessions, purchase or cancellation dates, expiry dates and associated charges.

Navigate to:

Reports > General > Member Extras

Filtering the Report

Use the filters at the top of the report to narrow the results.

Extra Type

Select one or more Extra Types to include in the report.

Leave all Extra Types selected if you want to view all available Subscriptions and Add Ons.

Extra Status

Select the status of the Extra you want to report on, such as Active.

Member Name

Enter a member name to locate Extras associated with a specific member.

Member Status

Filter the report by the member's current status, or leave this set to ALL.

Membership Type

Select one or more Membership Types to restrict the results to members on those membership types.

Sales Person

Select a particular Sales Person, or leave this set to ALL.

This can be useful when reviewing which staff member or source sold the Extra.

Remaining Session

Use the Start and End fields to filter Extras according to the number of sessions remaining.

For example, this can be used to identify members who have only a small number of sessions left on a session-based Extra.

Date Filter

The Date Filter determines which date is used with the selected Date Range.

Available options include:

• ALL
• Purchase Date
• Cancellation Date
• Completed Date

Date Range

Select the required From and To dates.

When a specific Date Filter is selected, the Date Range can be used to report on Extras purchased, cancelled or completed within that period.

Select View Report to apply your filters.

Understanding the Report

The Member Extras Report displays:

Member
Displays the member's name and member number. Select the member name to open their member record.

Member Status
Displays the member's current status.

Membership
Displays the member's core membership type.

Extra Name
Displays the name of the Subscription or Add On attached to the member.

Contact
Displays the member's available contact details.

Sales Person
Displays the staff member or source associated with the sale.

Type
Identifies whether the Extra is a Subscription or Add On.

Amount
Displays the amount associated with the Extra. Where applicable, this may also show the billing frequency or Paid in Full amount.

Expiry Date
Displays the expiry date of the Extra where one applies.

Rem Sessions
Displays the number of sessions remaining.

Session-based Extras may show a remaining number, while Extras configured for unlimited use may display Unlimited.

Purchase Date
Displays the date the Extra was purchased.

Cancel Date
Displays the cancellation date where the Extra has been cancelled.

Stored Credits
Displays stored credits associated with the Extra where applicable.

Subscriptions and Add Ons

The Type column allows you to identify the kind of Extra attached to the member.

Subscription

A Subscription is an additional product or service attached to the member and may include recurring billing or session access depending on how it has been configured.

Add On

An Add On is an additional Paid in Full product that can be purchased alongside a member's core membership, such as a class or session pack.

For session-based Extras, sessions are deducted according to the attendance rules configured for that Extra.

Downloading the Report

Select the Download icon in the top-right corner to export the report information.

Contacting Members from the Report

The Email and SMS icons in the top-right corner can be used to communicate with members returned in the report.

Apply the required filters first so that your communication is directed to the appropriate members.

Common Uses

The Member Extras Report can be used to:

• view members with active Subscriptions or Add Ons
• identify members with a particular Extra
• check how many sessions a member has remaining
• identify Extras approaching expiry
• review Extras purchased within a particular period
• review cancelled or completed Extras
• filter Extras by salesperson
• review the amount charged for an Extra
• identify whether an Extra is a Subscription or Add On
• download Extra information for further review
• email or SMS members returned in the report