Generate a Detailed Member History report for any Loyalty member who asks to be provided with the information you hold about their membership. The data provided spans their entire history as a member. It includes personal and membership details, points balances, transactions, activity involving points and recognitions, and an audit of any changes made to their Member record.
Note: You can't run this report for deleted members.
Report Prompts
Prompt | Description |
Member ID |
Enter the Person ID of the member you want to generate the report for. Note: You can filter by either Member ID or Card number. |
Card number |
Enter the Card Number of the member you want to generate the report for. Note: Filter by Member ID or Card number. If the member has multiple cards, enter any one of their card numbers. The report will include data for all their memberships. |
Terms Used
Term | Description |
Personal details |
All details entered on the Loyalty website's Add/Modify Person page for the member. |
Membership details |
All details entered in the Club Details section of the Loyalty website's Add/Modify Member page for the member. Note: These details are included for every club they are currently a member of. |
Points balance details |
Lists the member's points balances (grouped by Balance Type) and the expiry dates of their points. |
Sales transactions |
Displays the details of every transaction made by the member. Details include: Date, Transaction Number, Site, Item, Quantity, Sales value, Redemption value, Discount value, Movie, and Recognition. |
Recognition redemptions |
Displays the details of every recognition redeemed by the member. Details include: Date, Transaction Number, Site, Recognition, Quantity taken, Points cost, and Note. |
Points transactions |
Displays the details of activites in which the member earned or redeemed points. Details include: Date, Transaction Number, Site, Sequence, Sales value, Balance type, Points earned, Points redeemed, Description, Reason, and User. |
Audit history |
Displays a history of all changes made to the member's account, such as PIN changes, card replacements, and points adjustments. Details include: Date, Action, Site, User, Old value, and New value. |
See also:
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