Payment Plan Configuration report

Introduction

This article will familiarize you with the Payment plan configuration report which can be generated in PGM. Your specific Perfect Gym license will determine the reports available to you.

• In this article, you will learn how to generate and download a report of all configured payment plan settings
• This article is for PG Champions, Club Owners and System Administrators

Before you start 

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

• Reports
  • Custom
    • ReportsCustomPaymentPlanConfiguration

Instruction 

The PaymentPlanConfiguration report is designed to provide a detailed and structured overview of payment plan settings across clubs. It includes key technical features and supports a wide range of business use cases, making it a valuable tool for operational, financial, and compliance teams.

Technical Features:

• Multi-club filtering – Report on specific clubs or all clubs accessible to the user.

• Date-based filtering – Includes only payment plans active within the specified date range.

• Historical data – Retrieves the most recent fee history entries as of the report end date.

• Performance optimization – Uses temporary tables for efficient data aggregation.

• Export format – Multi-worksheet Excel file with formatted columns for clarity.

Use Cases:

• Auditing payment plan configurations across multiple clubs.

• Comparing pricing structures between different payment plans.

• Reviewing accounting code mappings for financial system integration.

• Tracking upgrade/downgrade relationships between plans.

• Verifying employee access controls.

• Analyzing tax configurations associated with each payment plan.

How to generate a report?

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

2. Find the PaymentPlanConfiguration report by either using the search filter or selecting the Custom tab.

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

• Club - select which club/s this report will generate.
• Choose the date since and until which you want to generate the report

4. Press XLSX to generate the report.

Report Extract

The system will generate a report containing detailed information about payment plan configurations, based on the selected filters. The report includes eleven tabs, each with specific data:

1. Name and description 

Basic information about payment plans configured in the system.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - Description
• Column D - ShortDescription
• Column E - Category
• Column F - Tags

2. Upgrade Downgrade Config

Details about upgrade and downgrade relationships between payment plans.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - RelationshipType
• Column D - RelatedPlanId
• Column E - RelatedPlanName

3. Price and tax

Information on payment plan fees and associated tax rates.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - Membership fee
• Column D - Main vat rate
• Column E - ApplicableTaxes
• Column F - JoinFee
• Column G - JoinFeeVatRate
• Column H - Administration fee
• Column I - AdminFeeVatRate

4. Club Assignments

Shows which clubs the payment plans are assigned to.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - Club Number
• Column D - Club

5. Accounting codes

Lists all accounting codes assigned to payment plans, organized by category.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - MembershipFeeCode
• Column D - JoiningFeeCode
• Column E - MembershipFeeDiscountCode
• Column F - JoiningFeeDiscountCode
• Column G - AdminFeeCode
• Column H - PenaltyFeeCode
• Column I - AdminFeeDiscountCode
• Column J - MembershipServiceFeeCode

6. Source

Displays the sources through which the payment plan is available for sale.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - Source

7. Employee role

Shows employee roles assigned to each payment plan.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - EmployeeRoleName
• Column D - SuperiorityLevel

8. Main Configuration

Details regarding maintenance fees, age restrictions, and payment plan types.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - MaintenanceFee
• Column D - Min age
• Column E - MaxAge
• Column F - Payment plan type

9. Settings

General configuration settings assigned to each payment plan.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - FirstPaymentOnSignsUpdate
• Column D - AutomaticallyEndContract
• Column E - PaymentIntervalOnContractStartDay
• Column F - PaymentIntervalOnSelectedDay
• Column G - ContractEndProRata
• Column H - InitialPaymentRequired
• Column I - PaymentInAdvanceSummary

10. Visibility

Details about the payment plan's visibility options and linked attachments.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - OnlyForChosenRoles
• Column D - AgreementTemplate
• Column E - TemplateOfRules
• Column F - Category
• Column G - MemberCardProduct
• Column H - Pre-selection in CP2

11. Additional Payment Plan

Details about additional payment plans linked to the main payment plans.

• Column A - PaymentPlanId
• Column B - Payment Plan Name
• Column C - AdditionalPaymentPlanId
• Column D - AdditionalPaymentPlanName
• Column E - IsAvailable
• Column F - IsAutomaticallyAssigned