Customer/Member Quick Reports

Select from the Reports available and then configure the filters/options specific to the selected report.

Date Selection

Nearly all of the reports in SwiftPOS can be filtered by a date range. The date range can either be selected from the drop down list of Periods or entered manually.

Member Selection

Select from the available options. The options available will depend on the Report selected.

Member Filters

Select from the filters available. The filters available will depend on the Report selected.

Product Ranges

Select from the Product Ranges available. The Product Ranges available will depend on the Report selected.

Options

Select from the options available. Options available will depend on the Report selected.

Location Group and Location Selection

Select from the Location related filters.

Sorting

Select from the sort options available.

Footer

Reset - Select to reset all settings to default values.
Export - Select from the drop down list one of the following :

Select the format required to export reported data.

Print - Select to print the report.
Preview - Select to preview the selected report.
Save As Favourite - Select to save the selected Report and it's current filter/settings and add it to the list of Favourite Reports. Favourite Reports can be given customised names. Once saved these reports will appear in either the Private Favourites or Public Favourites menu items.
Edit Favourites - Select to open the Edit Favourite Reports screen to manage saved Reports.
Generate Merge List - Select from the drop down list one of the following to populate the grid with selected Customer/Members:

Replace List - Select to replace all the Customer/Members listed in the Member Marketing grid with the Customer/Members returned by the report filters selected.
Add to List - Select to add the Customer/Members returned by the report filters selected above, to the existing Customer/Members listed in the Member Marketing grid.

Close - Select to exit.

Report Name	ID	Sample	Report Description
Expiring Memberships	QMB015	R	Reports on Customer/Members whose memberships have expired, grouped by Classification. Lists the Classification # and Description, Member # and Name, Address, Phone #, Gender, Renewal Date, Joined Date, Date of Birth and Age. This report can be sorted by Member #, First Name, Last Name, Joined Date or Renewal Date.
Inactive Members	QMB005	R	Reports on Customer/Members who have been inactive within the period selected. Lists the Member #, Classification and Name and the Date of Last Activity. This report can be sorted by Member #, First Name or Last Name.
Member Application List	QMB009	R	Reports on Customer/Members who have applied for memberships within the period selected. Lists Membership Type (Classification) # and Description, Member # and Name and Address. This report can be sorted by Member #, First Name or Last Name.
Member Birthday List	QMB011	R	Reports on those Customer/Members whose birthdays fall within the selected period. Lists Member # and Names, Phone #, Age, DOB and Month of Birth. This report can be sorted by Member #, First Name or Last Name.
Member Classification Summary	QMB018	R	Reports on the number of Customer/Members summarised by Classification. Lists Classification # and Description, Renewal Date, Days Paid, Financial, Un-financial, New Members, Linked and Total no of Members. This report can be sorted by Classification # or Description.
Member Export List	QMB019	CSV	Exports a list of selected Customers/Members and their details to a file.
Member Fees Paid	QMB004	D S	Reports on Customer/Member Fees Paid grouped by Classification. Lists the Classification # and Description, Renewal Date and value of Fees Paid. This report can be sorted by Member #, First Name or Last Name. In addition the detailed version lists the Receipt #, Member # and Name, Last Paid Date and Reference.
Member Interest Group Sales	QMB008	D S	Reports on Interest Group related Sales grouped by Interest Group. Lists Interest Group Description, total value of Sales and total Points awarded. This report can be sorted by Member #, First Name or Last Name. In addition the detailed version lists the Member # and Name, Address, Phone # and Email Address.
Member Marketing/Export	QMB020	CSV	Exports a list Customers/Members and their details to a file depending on the filters selected.
Member Names with Card Numbers	QMB012	R	Reports on Customers/Members and their Card Numbers. Lists Member #, Name and Card Number.
Member Notice Board List	QMB010	R	Reports on Customer/Members who have joined within the period selected, grouped by Join Date. Lists the Join Date, Member # and Name and Address. This report can be sorted by Member #, First Name or Last Name.
Member Points	QMB002	D S	Reports on Customer/Member Points grouped by Classification. Lists the Classification # and Description, Current Points balance, this years total Value of Sales for which Points were awarded, this years total Points and their Value. This report can be sorted by Member #, First Name or Last Name. In addition the detailed version lists the Member # and Name.
Member Product Purchases	QMB006	D S	Reports on the Products sold to Members. Lists Product PLU # and Description, Total Qty, and Total Sales (Excl Tax). In addition the detailed version lists the Member # and Name.
Member Reception Activity	QMB013	R	Reports on Customer/Member Reception Activity for the selected period. Lists Member # and Name, Visits Available, No of Visits and the Last Visit Date. This report can be sorted by Member #, First Name or Last Name.
PLU Redemptions	QMB007	D S	Reports on the Products sold via a Customer/Member Points redemption (either fully or partially) grouped by Location and then Product Group. Lists. Location # and Description, Product Group # and Product Group Description, Product Code and Description, Qty, Cost. Sales (Excl/Incl Tax), Gross Profit % Sales as a % of the Total sales. In addition the detailed version lists the Member # and Name.
Top Members	QMB001	R	Reports on the Top Customer/Members based on sales for the selected period. Lists Member # and Name, Points, Cost, Sales (Excl Tax), Gross Profit in $ and % and the Date/Time of the Last Transaction. This report can be sorted by Sales Value, Points or Gross Profit.
Voucher Ledgers By Location	QMB017	R	Reports on Vouchers in the Ledger grouped by Location. Lists Location # and Description, Voucher Barcode, Voucher Name, Member, Valid From/To Date/Times, Last Used Date/Time and the Balance remaining. This report can be sorted by Last Used or Voucher Name.
Voucher Transactions By Location	QMB016	R	Reports on Voucher Transactions grouped by Location. Lists Location # and Description, Issue Date/Time, Voucher Barcode, Receipt #, Terminal Description, Voucher Name, Member #, Transaction Date/Time and Value. This report can be sorted by Issue Date, Transaction Date and Voucher Name.

Published 28 Mar 2024

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