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OCIS Summary Billing Transaction Report (rep_mem_bill_summtrx with REP_MEM_BILL.FMX)
The OCIS Summary Billing Transaction Report displays a summary of the billing transactions for a membership type within a defined date range. One or more properties can be selected to filter the information displayed in the report output. If one or more properties are not selected, all properties in which there are billing transactions for the membership type will be displayed in the report. It is required that a date range and membership type are selected before running the report.
Note: This report is dependent on membership billing groups being configured and associated with membership transactions for the correct billing information to display (see Membership Billing Groups).
Property. Select the down arrow and choose one or more properties from the list of values. These are the properties in which the membership transactions took place.
From Date. (required) Select the calendar button and choose a start date for the date range.
To Date. (required) Select the calendar button and choose an end date for the date range.
Mem. Type. (required) Select the down arrow and choose a membership type. This will filter the report output to only display transactions for the selected membership type.
Billing Group. Select the down arrow and choose one or more billing groups (Adjustments, Transfers, Award Upgrades, etc.) for the membership transactions.
Rec. Type. Select the down arrow and choose a record type for the transaction. The available options are All, Adjustments, or Points.
This report displays a summary of the billing transactions (transfers, adjustments, etc.) for a membership type. This information will also include the total points for the transaction as well as the point value in the local currency.
