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Report - Freeze

Updated

Introduction

Report generates a list of currently frozen contracts. It also gives an information about the date of the beginning and end of freezing period, as well as the type and reason of freeze.

Before you start 

To access the report, ensure employees have the following system permissions in PGM -> Clubs -> System permissions.

  • Reports
    • Members
      • Freeze

Instruction

Go to PGM->Reports->All

The report can be found in Members Tab. Or search for the report Freeze.

The following filters can be used

  • Club : Select a single club.
  • Date: The date used to filter results. This will look for any freezes during the selected month, regardless of which date they were added.
  • Freeze Status: Select the current freeze status to filter
    • All : All freezes
    • New Freeze : Any freeze that has not started. Future dated freezes.
    • End Freeze : Any freeze where it has already been completed. End date of freeze in past.
    • On Freeze : Any member who is currently on freeze.

How is the date calculated

If you enter in the date 03/09/2024

  • MonthStartDate : 2024-09-01 00:00:00.0000000
  • MonthEndDate : 2024-09-30 23:59:59.0000000

This is useful to determine how some of the fields are calculated.

Report extract

Single tab is generated here

  • Club : Club Name connected to the club member.
  • User number : User number of the club member.
  • Name : First name of the club member.
  • Last name : Last name of the club member.
  • Category : Using today's date as the guide.
    • OnFreeze : Today's date between Freeze start date and freeze end date.
    • NewFreeze : Where the freeze start date is between MonthStartDate and MonthEndDate.
    • EndFreeze : Where the freeze end date is between MonthStartDate and MonthEndDate.
    • - : Where no other conditions are met.
  • Freeze Type : The name of the freeze type used.
  • Days on Freeze : Amount of days on freeze. Selected settings within freezes may produce no values in this field.
  • Days to end freeze : Amount of days remaining on freeze. Selected settings within freezes may produce no values in this field.
  • Amount : The fees charged on the freeze.
  • Freeze start : The start date of the freeze.
  • Freeze end : The end date of the freeze.
    In the freeze report, is the end date of the freeze, the following day is when the club member can return to use the facilities.
  • Payment Plan : The name of the payment plan.
  • Financial status : The status of the balance of the member as of report generation date.
    • Ok : Balance equals 0.00
    • Credit : Balance greater than 0.00
    • Debit : Balance less than 0.00
  • Balance : The value of the balance of the member as of report generation date.
  • Freeze reason : The freeze reason used to create the freeze.
  • Mobile number : Mobile phone number of the club member.
  • Email : Email address of the club member.
  • Source : Where the club member created the freeze. This is based on the employee who created the freeze.
    • System : If the login System created the freeze. This is based on system tasks.
    • ClientPortal : If the OnlineRegistration created the freeze. This is based on a member logging into client portal and creating their own freeze.
    • Web : If neither System or OnlineRegistration created the freeze. The employee would of created the freeze on any application.
  • Membership Fee : The current membership fee on the payment plan.
  • Membership Status : The current membership status. this is using a function to get the formula.
  • Contract Freeze Id : The unique ID for the contract freeze.

Additional fields may be displayed for courses. 

This will be released in a future release in R93

  • GroupClassRemovedByFreeze : Name and date of the classes removed by the freeze.
  • CountGroupClassesRemovedByFreeze : Count of classes removed by the freeze.
  • ValueGroupClassesRemovedByFreeze : Total value of the classes removed by freeze.

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