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Report - Debt Collection Summary

Updated

Introduction

This report will show you all members who are in the debt collection process and displays statistics about each stage.

Before you start 

To access this report, please add the following employee permissions to the suitable employee roles in PGM->Clubs->System Permissions.

  • Reports
    • Finances
      • Debt Collection Summary

Instruction

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

2. Find the Debt Collection Summary report by either using the search filter, or selecting the Finances tab. 

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

  • Club - Select clubs assigned to members or leave the filter empty to generate a report for all clubs.
  • From/To - Select the date range in which members entered the debt collection stage.

4. Press XLSX to generate the report.

 

Report Extract

The report will open up with four tabs. Each tab will display information about the members in debt collection within the date range.

Members In Debt Collection Tab

This tab will display a list of all members who had activity in the debt collection module within the date range selected.

  • Club - The club member's home club.
  • User number - User number of the club member.
  • Full name - Full name of the club member.
  • Email - Email address of the club member.
  • Phone Nr Mobile - Phone number of the club member.
  • Enter date - The date the club member entered into the debt collection module.
    If the club member has entered and exited the debt collection module multiple times, this will only show the current stage.
  • Exit date - The date the club member exited the debt collection module.  If this value is blank, the club member is still currently in the debt collection module (this is for both active and cancelled members as they still have the amount owing).
  • Current Debt Stage - The debt collection stage the club member is currently in. If the member has already exited the debt collection module, this will show the final stage the member was in.
  • Balance At End Of Period - The amount of money the club member is owing on the contract.
  • Active Contract At End Of Period - If true, the club member has an active contract at the end of the period. If false, the club member has no active contract at the end of the period.
  • User Membership Status - This is the member's current status as of today's date (the generation of the report date).  
  • Last visit - This is the member's last visit to the club as of today's date (the generation of the report date).
  • Perfect Member - This is the current star rating of the member. More information can be found here. 

 

Debt Collection Path Tab

This tab will display a list of all members who had activity in the debt collection module, and display the journey they had during the date range selected.

  • Club - The club member's home club.
  • User number - User number of the club member.
  • Full name - Full name of the club member.
  • Email - Email address of the club member.
  • Phone Nr Mobile - Phone number of the club member.
  • Balance At Start Of Period - The amount of money the club member is owing on the contract at the start of the date range selected.
  • Debt Collection Path - This will display the path of each stage the club member went through within the period. Each path is separated by the character " | " 
  • Balance At End Of Period - The amount of money the club member is owing on the contract at the end of the date range selected.

 

Debt Stage Summary Tab

This tab will display counts of each club of members in the debt collection module, and how many moved within the date range selected.

  • Club - The club member's home club.
  • Member On Debt At Start Of Period - How many members were in the debt collection module at the start of the date range selected.
  • Enter To Debt Collection - How many members entered into the debt collection module within the date range selected.
  • Debt Stage Change - How many members changed the debt collection stage within the date range selected. 

Note: If a member changed 3 stages during the date range (Stage 1 -> Stage 2 -> Stage 3), this will count as 3 in the statistics

  • Exit Debt Stage - How many members exited the debt collection module within the date range selected.
  • Member On Debt At End Of Period - How many members were in the debt collection module at the end of the date range selected.

 

Debt Summary Per Club And Stage Tab

This tab will display the counts and values of each stage. This is separated into two tables; the start of the date range selected (first table) and the end of date range selected (second table). 

  • Club - The club member's home club.
  • Count Active Club Members - How many active contracts (this includes club members on freeze) were at the start or end of the date range selected.
  • Count Members In Debt Collection - How many members are in the debt collection module at the start or end of the date range selected.
  • Percentage Of Members In Debt Collection - Percentage of members that are in the debt collection module when compared to the amount of active contracts in club at the start or end of the date range selected.
  • Stage Name - This will dynamically create headers based on the stage name used on your site. This is the value of the debt at that stage at the start or end of the date range selected.

 

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