Club Account Transactions by Statement Report

Club Account > Club Account Detail > Club Account Transactions by Statement

This report is intended to create club account statements to send to members. Each statement appears on a different page.

Below is an example of a club account transaction statement:

Column Name	Column Description
Address	The member's address as it is entered on the member page.
Agreement #	The member's agreement number.
Balance Due	Club account balance amount due.
Barcode	The member's barcode.
CityStateZip	The member's city, state, and zip code.
Club Address	The address of the associated club as listed in the Demographics section of the Personal tab on the member page.
Club City State Zip	The city, state, and zip code of the associated club as listed in those fields on the General tab of the Edit Club page.
Club Name	The name of the associated club as it is listed in the Club Name field on the General tab of the Edit Club page.
Club Nbr	The number of the associated club.
Date of Sale	The club account transaction date, as listed on the Invoices tab of the member page.
Member Name (last, first)	The member's name with last name first.
Receipt #	The receipt number associated with the transaction.
Receipt Header	This is a static field that reads “Receipt #.”
Report Name	This is a static field that reads "Club Account Statement."
Run Date	The date that this report was run.
Sale Date Header	This is a static field that reads "Date of Sale."
Total Amount Header	This is a static field that reads “Total Balance.”
Zip	The member's zip code, as listed in the Demographics section of the Personal tab of the member page.
Charges Header	A static field that reads “Charges.”
Payments Header	This is a static field that reads “Payments.”
Sale Date (Sort)	This field allows the report to be sorted by date of sale.
Due Date	Due date for the listed club account invoice, as listed on the Invoices tab of the member page.
Due Date Header	This is a static field that reads “Due Date.”
Member Name (first)	The member's first name.
Member Name (last)	The member's last name.
Over 120 Days	The total amount for invoices that are over 120 days past due.
Over 120 Header	This is a static field that reads "Past 120 Days Due."
Over 90 Days	The total amount for invoices that are over 90 days past due.
Over 90 Header	This is a static field that reads "Past 90 Days Due."
Over 60 Days	The total amount for invoices that are over 60 days past due.
Over 60 Header	This is a static field that reads “Past 60 Days Due.”
Over 30 Days	The total amount for invoices that are over 60 days past due.
Over 30 Header	This is a static field that reads "Past 30 Days Due."

 

Report Type	Sorted by	Set Filters	Runtime Filters
Advanced	Club Name Member Name (last) Member Name (first) Due Date (Sort) Sale Date (Sort)	Total Balance > 0	Club Nbr = in list Barcode ≠ in list Sale Date = in range Balance Due > 0