In this section, you will learn how to use the Member Transaction Details Report to analyze customer activity, transactions, and purchasing behavior across your store.
By the end of this topic, you will be able to:
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Apply filters to generate accurate member reports
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Understand member profile and transaction-level data
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Track purchase behavior, visits, and loyalty activity
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Identify sales trends and customer insights
What is the Member Transaction Details Report?
The Member Transaction Details Report provides a comprehensive view of each customer’s activity, including:
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Personal details
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Purchase history
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Order-level breakdown
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Loyalty points and savings
This report is essential for understanding who your customers are, how often they shop, and what they purchase.
Accessing and Filtering the Report
At the top of the report, you can apply filters to refine your data:
Available Filters:
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Begin Date / End Date
Select the time period for your report -
Branch
Choose one or multiple store locations -
Membership Type
Filter by customer tier or group -
Identification Type & Number
Search for a specific customer
Actions:
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Download Report → Export data to CSV
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View Report → Display results on screen
💡 Tip: Use filters to narrow down results when working with large datasets.
Understanding the Report Structure
This report is divided into three main sections:
1. Member Profile Information
This section provides basic customer details:
Key Fields:
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Member ID
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First & Last Name
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Email & Phone
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Date of Birth & Gender
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Signup Date
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Signup Branch & Employee
- Membership Group Name
- Membership Status
- Member Created Date
- Member Modified Date
- Identification Type & Number(e.g., Driver’s License)
👉 Use this section to identify:
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Customer demographics
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Where and when customers registered
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Which staff onboarded them
2. Transaction & Product Details
This section breaks down each transaction at the product level.
Key Fields:
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Sale Branch
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Sale Channel (In-store / Online)
- Sale Province & Country
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Sale Employee & Terminal ID
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Product Name & SKU
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Quantity Purchased
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Product Status
- Sale Order Number
- Sale Order Total
- Sale Order Type/Status (Opened, Cancelled, Refunded)
- Currency
- Payment Method
👉 Use this section to:
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Analyze what products are being purchased
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Track employee performance
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Identify sales channels (in-store vs online)
3. Loyalty & Activity Metrics
This section provides financial and behavioral insights.
Key Fields:
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Member Savings & Total Savings
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Points Earned / Redeemed / Balance
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Visit Count
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Last Purchase Date
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Average Order Value
👉 Use this section to:
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Track customer spending habits
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Monitor loyalty engagement
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Identify high-value customers
How to Use This Report in Daily Operations
1. Customer Insights
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Identify your most loyal customers
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Track purchase frequency and behavior
2. Sales Analysis
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Understand which products are selling most frequently
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Compare in-store vs online performance
3. Staff Performance
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See which employees are handling transactions
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Analyze sales contribution by staff
4. Loyalty Optimization
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Monitor points usage
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Identify customers who may need engagement campaigns