This selection of reports allows you to analyse spend by your members in more detail. At the top of the form you can set the date range on which you wish to report. You can then choose from 4 different reports.

Member Spend – Detailed Transactions

This report will allow you to view the individual till transactions for a member or members within the period. As soon as you select this report in the list on the left, the box on the right will be filled with all the members names that have any spend associated with them.

You can select individual members or use the Select All option to report on every member who’s recorded a purchase in the period. This report will return a breakdown of every transaction recorded for all the members selected.

For each transaction you can see the clerk who served the member, the date and time each item was added, its price and any tab details if it was placed onto a tab. There’s then a breakdown of who took the payment, how the payment was made, on which till and at what time, with details of all tenders and any change given.

Spend by Individual Member

This second report allows you to summarise each member’s spend in the period. It’s built in exactly the same way as the previous report, but rather than a breakdown of each transaction this simply provides the total amount spent in the period by each member.

Spend by Membership Type/Group

This report doesn’t provide a list of choices to select from on the right of the report building screen. When you click ‘Generate Report’ it will list a breakdown of all members’ expenditure in the selected period by their membership type and group, with sub-totals for each separate type, and an overall total at the bottom-right.

Member Non Spend

This report also has no list to choose from. It provides a breakdown of all members who didn’t spend in the selected period, along with the date of their most recent purchase, if applicable.