Report on Member Financial Details, not updated, annual/monthly, Direct Debit etc

  • 2
  • Idea
  • Updated 7 years ago
  • Under Consideration
New Report - it would be good to be able to report on members that have not yet updated their Account Preferences and to also see who has or hasn't agreed to pay subs monthly or signed up for Direct Debit!

Ideally this report to show their name, email address, annual or monthly payments, direct debit accepted or not. No need to show bank details - so avoid concerns!

We could download this for a broadcast email to chase people. Very useful when starting with the Club Buzz system and dealing with the initial member volumes, but also as an ongoing basis to check from time to time new members prior to sub dates being hit. We would also use this report to help promoted monthly and direct debit payments on an annual basis with our members.

Any other users agree??
Photo of Luis Silva

Luis Silva

  • 30 Posts
  • 3 Reply Likes
  • keen to share ideas!

Posted 8 years ago

  • 2
Photo of Iva

Iva

  • 18 Posts
  • 1 Reply Like
Yes, very useful suggestion! Could it be separate from the Treasurer Module?
Photo of ClubBuzz

ClubBuzz, Admin

  • 1467 Posts
  • 113 Reply Likes
We will be updating the financial plans shortly and this will offer clubs access to a range of reports directly via the DD provider - once this is in place we will be able to look more closely at what information ClubBuzz need to provide in report format

In terms of keeping this separate from the Treasurer module because the info is pulled from that module we would not be able to do this for other packages.
Photo of Kishor Shah

Kishor Shah

  • 36 Posts
  • 1 Reply Like
Please can you advise when the above is being made available as wih the new season starting - we need to provide reports to team captains of those members who have not paid their annual subs or will the system automatically mail those??

Thanks
Kishor
Photo of ClubBuzz

ClubBuzz, Admin

  • 1467 Posts
  • 113 Reply Likes
This is to be looked at as part of an overview of the financials, unfortunately at present I do not have a scheduled date for this