{"id":1429,"date":"2024-12-11T03:05:39","date_gmt":"2024-12-11T03:05:39","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4906280648989-report-on-memberships\/"},"modified":"2026-02-02T10:38:57","modified_gmt":"2026-02-02T10:38:57","password":"","slug":"4906280648989-report-on-memberships","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4906280648989-report-on-memberships\/","title":{"rendered":"Report on memberships"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">What is it and what is it for?<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\"><strong>Report on memberships<\/strong> shows information on all memberships valid in the chain. It can be configured in many formats depending on the information that needs to be shown in it.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Data that will be shown in the report:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Membership number<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Membership type<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Balance<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Status<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Valid until<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">C<\/span>lient<\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Date and place of sale<\/span><\/li>\n\n\n\n<li>Price<\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Payments<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Amount debited<\/span><\/li>\n<\/ul>\n\n\n\n<h1 class=\"wp-block-heading\">How to work with the report?<\/h1>\n\n\n\n<p><span style=\"font-weight: 400;\">To form a report go to the <strong>Loyalty &gt; Memberships<\/strong> section in the chain interface. Filter the list by parameters needed and click the <strong>Show<\/strong> button.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">There are two types of spaces in <strong>Altegio<\/strong>: locations and chains. <strong>Locations<\/strong> \u2014 with yellow highlight on the left, <strong>chains<\/strong> \u2014 with purple highlight on the left. Locations and chains have different sections.\u00a0<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To open the chain you need to do the following:<\/span><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Click the name of the location in the top left corner.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">In the drop-down list select the desired chain.<\/span><\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0c5afa123c&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0c5afa123c\" class=\"wp-block-image size-large is-resized wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"879\" height=\"1024\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.33.01-879x1024.png\" alt=\"\" class=\"wp-image-266935\" style=\"width:335px;height:auto\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.33.01-879x1024.png 879w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.33.01-257x300.png 257w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.33.01-768x895.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.33.01-360x419.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.33.01.png 908w\" sizes=\"auto, (max-width: 879px) 100vw, 879px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\"><\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Parameters you can use to filter the information:<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0c5afa1c90&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0c5afa1c90\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.34.57-1024x509.png\" alt=\"\" class=\"wp-image-266953\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.34.57-1024x509.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.34.57-300x149.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.34.57-768x382.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.34.57-1536x764.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.34.57-2048x1018.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.34.57-360x179.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.34.57-1568x780.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\"><\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Date of sale<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Sale location<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Date of use<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Use location<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Membership number<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Client\u2019s phone number<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">End date to and from<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Number of remaining visits<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Membership status<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">This is how you can view the number of memberships sold in a specific location during a specific period.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Data in the <strong>Number<\/strong> column is given as clickable links that lead to the page with detailed information about the membership.&nbsp;<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0c5afa2344&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0c5afa2344\" class=\"wp-block-image wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/6421026509469-1000x490.png\" alt=\"Screenshot_400.png\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\"><\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">If necessary,\u00a0you can <strong>Export to Excel<\/strong> all information about memberships.<br><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is it and what is it for? Report on memberships shows information on all memberships valid in the chain. It can be configured in many formats depending on the information that needs to be shown in it. Data that will be shown in the report: How to work with the report? To form a&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4906280648989-report-on-memberships\/\">Continue reading <span class=\"screen-reader-text\">Report on memberships<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[78],"doc_tag":[1267,1507,2101,1252,1522],"class_list":["post-1429","docs","type-docs","status-publish","hentry","doc_category-memberships","doc_tag-chain-en","doc_tag-client-en","doc_tag-excel-actions-en","doc_tag-location-en","doc_tag-membership-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":243,"total_views":"486","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Memberships","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/memberships\/"}],"doc_tag_info":[{"term_name":"Chain","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/chain-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Excel Actions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/excel-actions-en\/"},{"term_name":"Location","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/location-en\/"},{"term_name":"Membership","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/membership-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1429","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1429"}],"version-history":[{"count":3,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1429\/revisions"}],"predecessor-version":[{"id":266977,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1429\/revisions\/266977"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1429"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1429"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1429"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}