Report - User's cards

Introduction

This article will familiarize you with the User's cards report which can be generated in PGM. Your specific Perfect Gym license will determine the reports available to you.

• User's cards report displays information about which club members have their club cards assigned with personal membership numbers and which members don’t have assigned cards. The report generates information on the already used promotional coupon, its effectiveness and results it brought, and also the employees who allowed or denied its use.
• This article will be helpful to PG Champion, Administrator, Finance & Accounting, Sales Manager, Club Manager, Club Owner and Front Desk staff reporting day fiscal closures. 

Before you start 

Depending on your system permission, you may not be able to view some reports for security reasons. You can modify the visibility of these reports within System Permissions. Contact your PG Champion to modify the visibility and the system permissions for a given report. 

To access this report, add the following employee permissions to the suitable employee roles: Reports/Members/UsersCards or/and Reports/Members/UsersCardsAllClubs Go to PGM -> Clubs -> Employees -> System Permissions.

Instruction

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

2. Find the User's cards report by either using the search filter or selecting the Access Control tab.

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

• Club - select which club/s this report will generate.

You can include cancelled memberships by clicking the checkbox.

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.

• Column A - Club - name of a club the club member entered to.
• Column B - User number
• Column C - Name
• Column D - Last name
• Column E - Gender
• Column F - Phone
• Column G - Quantity - number of assigned cards
• Column H - Card type 

If members have more than one card assign to their profiles they will be displayed as Card 1 and Card 2 in this report.

• Column I - Card number 1 - 1st card number assigned to the member profile.
• Column J - Assign date - date when the card was assigned to the member profile.
• Column K - Fingerprint 1 
• Column L - Card number 2 - 2nd card number assigned to the member profile.
• Column M - Assign date - date when the card was assigned to the member profile.
• Column N - Fingerprint 2 
• Column O - Access rules - Access rules currently set on the contract.
• Column P - Payment plan - information about member's payment plan.
• Column Q - Payment plan type - payment plan type of the contract.
• Column R - Membership Status - status of the contract.
  • Live - membership is current.
  • Cancelled transfer - membership is ended, and the member had a home club transfer within the contract.
  • 10DMB - 10 Days Money back - this status refers to the contract being cancelled within X days of the contract sign up date. This value can be changed, please contact support using the GetSupport module to enquire about how to get this value changed.
  • Not started - contract start date is greater than today's date.
  • Freeze - contract is currently frozen.
  • Cancelled - contract end date is in the past
• Column S - Manual card number