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  3. Scheduler Reports

Member Detail Report

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The Member Detail report displays data for members and the events that they were/are scheduled for. This report should be used to review events that members have been scheduled for and checked into. To use this report:

  1. Choose a date range using the From Date and To Date fields
  2. Optional: Filter the selected data with the Member Type and Member Status fields
  3. Optional: View more specific data with the Category, Event Type, and Series
  4. Click Submit. All entries will display in the list. 
  5. Optional: Use the Filter Data tab to filter the pulled data set to a specific member using the member's name, account number, and/or phone number. For more information on filtering reports, see the Reporting Basics.
  6. Optional: You can use the Group Data tab to change how the report is grouped. For more information on grouping reports, see the Reporting Basics.
  7. Optional: Lastly, you can export the data to an Excel spreadsheet by using the Export Data If you grouped the data, be sure to use the Export Group Data button instead

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Use this list for a full outline of each column in this report:

  • Account: The member's account number
  • Sequence: The cardholder's sequence number i.e. 1st cardholder, 2nd cardholder, etc.
  • Member Type: Indicates if the entry is a member or a prospect
  • Status: The member's account status
  • Cardholder's First/Last Name: The first and last name of the scheduled cardholder
  • Sign Up Time: The time and date the member was scheduled for the event
  • Card Code: The member's card/offer code
  • Sign Up Status: The current status of the member for the event e.g. Scheduled, Checked in, etc.
  • Category: The Category that the scheduled event is a part of
  • Event Type: The Event Type that the scheduled event is a part of
  • Session Value: The total value of the session for the event the member is scheduled for. This should be used to keep track of the value you are receiving from your members
  • Series: The Series that the scheduled event is a part of
  • Trainer's First/Last Name: The first and last name of the trainer scheduled for the event
  • Start: The start time and date for the event
  • End: The end time for the event
  • Duration: The duration of the event
  • Home Phone: The home phone number of the member
  • Work Phone: The work phone number of the member
  • Email Address: The email address for the member
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