Balance Report



How Will This Document Help You / What Will You Find Here


  • How to check the amount balance of a member
  • Frequently Asked Questions

About The Feature


  • The balance report allows you to view all the outstanding balances of all the members at your gym. It allows you to be proactive in following up with clients for the balances due and identifying the gap between the membership bills and receipts.

How to Check the Balance Report

  • Click on reports
  • Open the Balance report
  • Refine your search by filling the various filters appearing on the follow-up report page such as:
    • The date(From Date- To Date) range to view the membership expiring  in a particular time period
    • Membership Type
    • Membership Name
    • Client Representative
    • Product Status
    • Enquiry Type/Source


    • Gender/Pref. Workout Time


    • Location


    • Package/Campaign name
  • After selecting the various filters you can narrow down your search to obtain the desired results
  • Lastly, click on ‘Search’
  • Click on ‘Export to Excel’ to export your data in an excel format



Client Profile View

  • Search for the client whose Balance needs to be checked
  • Click on Clients Name, and open the profile
  • The Balance will be reflected right beside the Registration ID.

 Frequently Asked Questions


    • Who has the rights to view the Balance Report?

Ans. The Admin who provides rights to the users can have access to Balance Report.


  • Apart from Reports, can anyone view the Balance of a member?

Ans. Yes, search for the client in the Search bar and click on the client's name to view the Balance on the client’s profile.


 

تقرير الرصيد


  • اضغط على تبويب التقارير
  • اضغط على تقرير الرصيد
  • حدد التاريخ من و التاريخ الى
  • حدد ممثل العميل من المنسدلة
  • حدد نوع الفاتورة من المنسدلة
  • حدد نوع العضوية المطلوبة من المنسدلة
  • حدد المنتجات المطلوبة من المنسدلة
  • حدد مكانة المنتج من المنسدلة
  • حدد الشركة من المنسدلة
  • حدد العرض الخاص من المنسدلة
  • حدد المجموعة من المنسدلة
  • اضغط على ابحث


سترى النتائج حسب المجالات المحددة في شكل التقرير و ايضا يمكنك ان تصدرها في اكسيل اذا كان لديك الوصول لتصدير البيانات.