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Club Member Reports
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Club Member Reports
6 Articles
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Club Members on X Date
The Club Members on X Date report, or the qualification report, will allow you to view your club members who qualify for your next club processing shipment(s). You can generate this report based on your wine club(s) and the qualification date. We ...
Updated on : 29 Mar 2023
Shipments Per Club Member
This report will allow you to view your club members. You can view your club members' details based on a specific date range. We have several parameters you can use to get the most out of your Club Members report: Reports are exported in a CSV...
Updated on : 29 Mar 2023
User Choice Club Seasons
This report will allow you to view your club members' product choices. You will be able to filter by the specific season, membership status, as well as a date range. You can use several parameters to get the most accurate Sales by Customer report....
Updated on : 29 Mar 2023
Credit Card Updates
This report will allow you to view the activity for the Credit Card Updater tool. You can export a list of your billable updates (i.e., replaced cards, expiry updates, etc.) and which members were checked but already up to date (non-billable). Re...
Updated on : 01 Apr 2024
Club Members
This report will allow you to view your club members. You can view your club members' details based on a specific date range. Running the Report 1. Go to Reports > Club Members > Club Members 3. Adjust the dates, or click Manage Filters...
Updated on : 29 Mar 2023
Club Signups
The Club Signups Report will allow you to view your members' signup and cancellation dates based on the select Club (s) within a specified date range. We have several parameters you can use to get the most out of your Club Signups Report: Repo...
Updated on : 29 Mar 2023