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Benefit History Report

Updated
The Goal: Generate the Benefit Item History report to review every benefit transaction tied to your contacts, then filter it to surface exactly the usage data you need.

Before You Begin:

  • You need access to the Benefits area to view and run benefit reports.
  • Decide on the date range and transaction type you want to report on before you run it — this narrows the results considerably.
  • To see which members have not yet used a benefit, add a filter for Quantity > 0.

The Benefit Item History report provides a detailed view of every transaction involving a contact. Including the Description in the output lets you see any words your team entered when recording the use or making mass adjustments. You may be coming to the end of the year and want to see which members have not yet used their benefits — you can do this by generating this report and applying a filter for Quantity > 0.

Step-by-Step Instructions

  1. Go to the Memberships, Benefits section, then click Assignments.

  2. Click the drop-down arrow next to the Benefit Usage Report and select Benefit Item History.

  3. Select the desired filters, especially the Date Range, which narrows the usage history to only what happened within the specified date range.
    Tip! The Transaction Type filter might really help you narrow down to exactly what you are looking for. The available Transaction Types are:
    • Earned with Membership
    • Usage
    • Expired
    • Adjusted
  4. Click Run Report.

Common Pitfalls

  • Running with no Date Range: Without a Date Range filter, the report returns every transaction on record, which can be overwhelming. Set the Date Range (and, if helpful, a Transaction Type) before running to get a focused result.

 

See the following for Common Report Functions:

 

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