Punch Card Report

We have just recently switched ownership and have found it necessarry to have a printable report showing our punch card members and how many punches they have left on their account. is there anyway we can do this in rock gym?

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  • Not yet, but there should be!

    I will add the report officially in the next update, but in the interim you can use a custom report.

    Go to Data Entry -> View -> Reports -> Custom Report -> Add Custom Report

    Paste in EXACTLY the following italicized code, and title the report. This will provide a list of punches remaining by customer. Open this report in Excel and sum the Remaining column.

    select concat(c.FIRSTNAME, ' ', c.lastname) as Customer, sum(p.delta) as Remaining from punches p join customers c on c.customer_id=p.customer_id where p.voided=0 group by c.customer_id having remaining>0 order by remaining desc;

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  • Hello,

    We need to assign a value to the punches that are outstanding for end of year accounts. Problem is that we sell two types of punch cards (20 visit and 11 visit) so each punch will have a different value. So I thought I could run one programme returning everyone who'd bought a 20 visit punch card in the last two years and then run the punches remaining report. But because the customer name is returned in a different format, I'm not able to compare the two lists... If I just compare on last name, people with common last names get the wrong value returned. I tried concatenating and running the excel formulas again, but no luck... Any suggestions?

    thanks,
    Audrey

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  • hmmmm. this might be a tough one.

    Is a perfectly accurate number required? If an estimate will do, you could figure out the total punches used in the period and apply a % to each punch card type based om the % of specific types of punch cards sold in the period.

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  • Yes, I'm afraid it does need to be fairly accurate. Accountants and all that ;-)

    I'll persist with the method above. it's not perfect either becuase some customers purchase both products, but I think it's as good as I can get.

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