How to View and Utilise Membership Reports

Log in to the Smart System Console – Use your credentials to sign in.
Navigate to the Reports Menu – Click on the "Programs" tab and select "Reports."
Select Your Report – Choose from the list of available reports based on the insights you need.
Filter Your Data – Specify the program, site, and date range.
Run the Report – Click "Run Report" to generate data.
Export Options – Reports can be exported in CSV, PDF, and Excel formats for further analysis.

Transaction History Export Report
- Provides a list of all program transactions, including activations, redemptions, and refunds.
- Ideal for tracking member activities and transaction trends.
New Signups Report
- Displays a list of new members who joined within a specific date range.
- Includes signup site details and total signups per location.
- Useful for monitoring growth and site performance.
Expiring Members Report
- Identifies members whose programs are expiring soon.
- Includes remaining benefits and last redemption details.
- Helps with renewal reminders and retention strategies.
Membership Payments Report
- Tracks all membership payments, including point-of-sale and uploaded payments.
- Shows payment values and sources.
- Useful for financial tracking and reconciliation.
Payment Status Report
- Lists members' payment statuses for selected programs.
- Displays total payments received, outstanding balances, and due dates.
- Supports follow-up on overdue payments.
Member List Report
- Generates a list of members in a chosen community.
- Displays member numbers, statuses, and join dates.
- Useful for maintaining up-to-date member records.
Membership Utilisation Report
- Shows benefit utilisation percentages for each member.
- Indicates how many allocated benefits have been redeemed.
- Helps assess member engagement and program effectiveness.

Regular Review – Schedule periodic reviews of key reports to track trends and performance.
Customisation – Use filters to focus on specific programs, sites, and time-frames.
Export Data – Leverage export options for offline analysis and sharing with stakeholders.
Act on Insights – Use data to drive decisions, such as targeted promotions or renewal campaigns.

Membership reports provide valuable insights into the performance and activity of your membership programs. This guide outlines the process for accessing these reports and highlights key reports available in the Smart System Console to help you manage memberships effectively.