Introduction
When a member misses a scheduled session or fails to show up, the system may apply a "Penalty" charge based on your club's policy. Tracking these charges is essential for both financial auditing and monitoring member behavior. This article explains how to locate and generate the reports required to identify which members have incurred these penalties and the total revenue generated from them.
Instruction
Option 1: Identifying Specific Penalties (Class Summary Report)
Use this method to see a detailed breakdown of which members were charged and for which specific classes.
Log in to the Perfect Gym management portal.
Navigate to the Reports module.
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In the search bar, type "Class Summary" and select the report from the results.
Note: If you cannot see this report, ensure your user role has the necessary permissions enabled by a System Administrator.
Define the date range for which you want to check penalties.
Generate the report and open the exported file (typically Excel).
Go to the ClassAttendance tab: Here you will find columns for PenaltyName and PenaltyAmount associated with specific members.
(Optional) Go to the MissedClasses tab to see a consolidated count of total missed sessions per member.
Option 2: Tracking Penalties as Product Sales (POS Reports)
If your club processes penalties as specific product transactions, use the Point of Sale (POS) reports for financial tracking.
In the Reports module, search for "POS Transaction Log Detail".
Apply a filter for the Product Name or Category assigned to your "Penalty" product.
This will generate a list of every individual transaction where a penalty was charged.
For a high-level financial overview, search for the "POS Sales Totals Report" to see the total revenue accumulated from penalty fees during your selected timeframe.