Running Billing Reports

The following property billing reports can be run in OPMS/OCIS interfaced environment:

OPMS Summary Award Points Transaction	Run this report to view a summary of award points transactions for a membership type and award type within a defined date range.
OPMS Points Earning	Run this report to view the points earned for a membership type and revenue group within a defined date range.
OPMS Redemption	Run this report to view the points redeemed for a membership type and award type within a defined date range.

Before you can access these reports, you must verify the following prerequisites are met:

The Membership > MEMBERSHIP BILLING application parameter is set to Y (Setup > Application Settings).

The Membership > MEMBERSHIP BILLING REPORT permission is granted to your user (Setup > Configuration > Setup > User Configuration > Users).

1. In PMS, go to Miscellaneous > Memberships > Billing Reports.
2. Under the Select Reports section, select from one of three reports: OPMS Summary Award Points Transaction, OPMS Points Earning or OPMS Redemption.
3. Under the Reports Parameters section, complete the following parameters as required for each report:

   Fields	Description
   From Date/To Date	Select the Calendar tool and choose a from and to date for the date range.
   Membership Type	Select a membership type.
   Award	Select a membership award.
   Revenue Group (OPMS Points Earning only)	Select a revenue group.

4. Under the Report Destinations section, select the output type for the report. The following options are available:

   Print	Select the Printer Name down arrow and choose a printer.
   File	Select to output the report to a PDF file. You can also select the XML option to output the report to an XML file.
   Email	Enter the email address to send the report to.
   Fax	Enter the number you wish to fax the report to.

5. Select Submit to finish the report. You can also select Preview to see the report before outputting it to a destination.