Member Usage

The Member Usage tab allows users to view the account activity and/or usage of a particular account for the selected date range. The user can also record member visits using the Record Member Visit option in the screen.

All member visits created using the Record Member Visit option are recorded as member usage in the system, while batch postings made to member accounts in the Transaction Maintenance screen are recorded as member activities.

Perform the following steps to view the member activity and usage:

Navigate to Membership à Member Usage.

Enter the account number of the preferred account in the Account Code option. The user can also click Member Account Search and navigate to the Member Account Search screen to select the preferred member account.

Select the preferred date range using the From Date and To Date fields.

Click Process. The member activity and usage recorded for the selected account and date range is displayed in the grid.

By default, the All option under the View Options section is selected, and records of member activities and usage are displayed in the grid. However, users can select the Account Activity option to view only member activity records, and the Account Usage option to view only member usage records.