Report - Course class cancellation summary

Introduction

This report will generate a list of students who have either cancelled their class or the class has been cancelled. This will also include a summary on unused products which can be used in the activity category.

Before you start 

To access this report, please contact support as it will need to be made visible to your site first.  Once this is done please add the following employee permissions to the suitable employee roles Reports/Courses/CourseClassCancellationSummaryReport. Go to PGM -> Clubs -> System permissions.

• Reports
  • Courses
    • Course Class Cancellation Summary Report

Feature description

1. To access the report, go to PGM -> Reports -> All.

 

2. Find the Course - Class cancellation summary by either using the search filter or selecting the Courses tab.

3. This will display the filters that can be used to generate the report:

• Club - select the club you wish to filter to, leaving this field blank will select all clubs the employee can see.

• Activity category - select the activity category of the groups, leaving this blank will select all activity categories.

• Dates - select the date range, this will display all classes with a start date between this range and the cancellations of those users.

4. Press XLS to generate the report.

Report Extract

The system will generate the report with a detailed list of all contracts based on the filters used.

ClassCancellationDetail

The class cancellation detail tab will look at the list of all members who have cancelled a class, either individual cancellation or if the class itself was cancelled.  These can be filtered by filtering either UserCancelled or ClassCancelled columns in Excel.

• Transactions in red are rolled back (deleted) and transactions in green are still being charged to the club member.

• Due date is the due date of the payment based on the payment interval.

• TransactionAmountGross is the transaction value of that class, where the cost is based off the enrolment rule (cost per class).

• TransactionAmountToSettle is how much of that transaction has been paid. For a transaction which are rolled back/deleted, this will be set to 0.00 and will not reflect in their normal contract balances.

• If a club member received a make-up product when the cancellation occurred, this will be linked on this report.

• If a club member has restored their booking, this will remove the original cancellation from this list.

UserCancelledSummary

The user cancelled summary tab will display a list of all types of user cancellations that was generated in the ClassCancellationDetail tab.

• Values listed here is based on the TransactionAmountGross field used in ClassCancellationDetail, separated by what return type is used.

• SumAmountToSettle is the total of transactions that have not been paid.

• The summary report is separated into different summaries,

  • Club + Activity Category + Activity user level – with count and sum of values separated by the type of return.

  • Club + Day of week.  This is separated by total cancellations done on that day. Average Per week on day produce an average on all cancellations done on that day for the time period selected.

  • Club + Day of week + Activity Category + Activity user level – as above, however separating by Activity category and user level.

CancelClassDetail

The cancel class detail tab looks at all the classes cancelled where the cancellation date of the class is set 2 weeks prior to the date range used in the report.

• Values listed here is based on the TransactionAmountGross field used in ClassCancellationDetail, separated by what return type is used.

• This will only show classes where a user was cancelled while in the class. If the class was cancelled and no club member was enrolled into the class, it will not be visible on this report.

ClassCancelSummary

The class cancel summary tab will summarise the cancel class details tab.

• Values listed here is based on the TransactionAmountGross field used in ClassCancellationDetail, separated by what return type is used.

• This is separated into different summaries:

  • Activity Category + level.

  • Day of week

  • Day + Activity Category + level.

MakeUpLessonSummary

The make-up lesson summary tab will display a list of all make up lessons that were generated in ClassCancellationDetail.

• Values listed here is based on the TransactionAmountGross field used in ClassCancellationDetail, separated by what return type is used.

• This is separated into different summaries:

  • Product category.

  • Product only.

  • Activity category + Activity user level + product.

  • Activity category + Activity user level + product category + product.

UnsusedProductDetail

This is a list of all BookingEvent products which have not been used. This is filtered based on the settings used to generate this report (all products that can be used in any course group that is selected using the Activity Category field).

• Cost price is set up in PGM->Sale->Products.

• Sale price used here is based on the sell price that the club member purchased the product for.

• PaymentType is configured based on how it was sold. When a make-up product is  added to a club member, this is set as CashLessDebit.

• ProductExpiry is automatically generated if the expiry field is populated in PGM->Sale->Products.

UnusedProductSummary

This is a summary of information in UnsusedProductDetail.

• This is separated into different summaries:

  • By product.

  • By payment type and product.

ClassesInCreditDetail

This is a detail list of all payments where its paying for classes in advanced.  

• AmountSettled is the amount of the payment that is being allocated to that class. A payment could be spread across multiple transactions.

• Payment Source is where the payment was made. .

  • POSWeb is any cash or credit card payments made in person using POSWeb or PGM.

  • Online is any transactions made in Client portal.

  • Recurring is any payment made using a recurring direct debit or credit card.

  • Invoice is any payments made using the Company Invoice module.

  • Migration is where the payment has come across from a previous system. Selected fields will determine if this is a migration payment.

• Payment type is a more detailed view of how they have paid.

ClassesInCreditSummary

This is a summary of the ClassesInCreditDetail tab.

• The first summary looks at the payments in for that month. And how they are separated per month in each individual payment type.

• The second summary look at the due date of the payment for that transaction, and sum the total of the settlement amount for that day.