Introduction
As a Club Owner, Manager or member of the Accounting team, you need to have control over key club metrics. Using the Report subscription will save you time and shift your reporting to the next level. You can still access regular reports at any time and use the Report subscription simultaneously.
- This article will be helpful to PG Champion, Club Manager, Club Owner or member of the Accounting team in the club.
Before you start
Make sure that you are familiar with the Report Subscription Overview.
Use Case
In this article, we will create two types of report subscriptions that can help you in your company operations - monthly and daily. Thanks to the report subscriptions, your employees will automatically receive reports generated by the system in their mailboxes, and they will also be available in the Reports Archive, making it easy for them to access the reports anytime.
Assumptions
- Debtors Report and Membership Statistics
- monthly subscriptions
- POS Transaction day summary.
- daily subscription
1# Use Case - Debtors Report subscription set up
The report will be generated automatically, every last day of the month. It will contain data regarding the number of members with Debit status on the last day of the month.
STEP 1
Selecting the reports and dates of the Subscription
1. Go to PGM->Reports->Subscription.
2. Click on Create report subscription to add a new subscription.
3. In the Report subscription tab, please select the following details:
- Friendly Name - set up a customized friendly name - Debtors report.
- Template: click on the dropdown and select Debtors.
4. Click on Parameters and select the following details:
- Membership status - select All.
- Financial status - select Debit.
- Club - select All.
5. Click on the Recurrence pattern and decide when the Subscription will be generated.
- Click on Monthly, to send email on a monthly basis.
- Click on Day, to send the email on a defined date.
- From the predefined list, select 31 and add 1 in the last field.
6. Select the Sending hour - 23:00.
7. In Add reference to current date, add 0.
8. Click on Save.
STEP 2
Setting up Subscription recipients
1. Click on the magnifier icon next to the newly created report subscription.
2. In the Report subscription tab, click on Insert.
3. Select the Country and Employee to whom you want to send the report.
4. Click on the Tick to the left of the Country.
5. Click on Save.
2# Use Case - Membership Statistics
The report will be generated automatically, every last day of the month. The report will contain data regarding members' statuses on the last day of the month.
STEP 1
Selecting the reports and dates of the Subscription
1. Go to PGM->Reports->Subscription.
2. Click on Create report subscription to add a new subscription.
3. In the Report subscription tab, please select the following details:
- Friendly Name - set up a customized friendly name - Membership statistics
- Template: click on the dropdown and select Membership statistics
4. Click on Parameters and select the following details:
- Since - select BeginningMonth - 1 day
- Until - select Current - 0 day
5. Go to the next step, click on Recurrence pattern
- Click on Monthly, to send email on a monthly basis.
- Click on Day.
- From the predefined list, select 31 and add 1 in the last field.
6. Select the Sending hour - 23:00.
7. In Add reference to current date, add 0.
8. Click on Save
STEP 2
Setting up Subscription recipients
Set up recipients (employees) who will receive this report in the same timeframe that the generation is set up to. Click on the magnifier icon next to the newly created report subscription.
1. In the Report subscription tab, click on Insert.
2. Select the Country and Employee to whom you want to send the report.
3. Click on the Tick to the left of the Country.
4. Click on Save.
3# Use Case - POS Transaction day summary
By using the POS Transaction summary report, your employees will receive the report with POS transactions made last day. This report will be sent on a daily basis.
STEP 1
Selecting the reports and dates of the Subscription
1. Go to PGM->Reports->Subscription.
2. Click on Create report subscription to add a new subscription.
3. In the Report subscription tab, select the following details:
- Friendly Name - set up a customized friendly name - POS Transactions day summary.
- Template: click on the dropdown and select - POS - Transactions day summary.
4. Click on Parameters and select the following details:
- Since - select Current, add -1 in the second field and select Day.
- Until - select Current, add -1 in the second field and select Day.
5. Go to the next step, click on Recurrence pattern.
- Click on Daily, to generate the report on a daily basis.
- Add 1 in the second field.
6. Select the Sending hour - 01:00.
7. In Add reference to current date, add -1.
8. Click on Save.
STEP 2
Setting up Subscription recipients
Set up recipients (employees) who will receive this report in the same timeframe that the generation is set up to. Click on the magnifier icon next to the newly created report subscription.
1. In the Report subscription tab, click on Insert.
2. Select the Country and Employee to whom you want to send the report.
3. Click on the Tick to the left of the Country.
4. Click on Save.
Hints
After the subscription is set up and visible in the list, you can find it in the Report Archive module (PGM -> Reports -> Reports Archive). From here, you are able to follow every generation and download it from PGM.