What is this report for?
Membership credits are the perks bundled into your membership types, for example a monthly treatment, a guest pass, or a discount credit that's issued to a member each billing period. Once issued, a credit sits on the member's client profile until it is redeemed against an order, expires, or is revoked.
The membership credit usage report brings every credit in your site together in one place, so you can see what has been issued, what is still outstanding, and what has been used without having to open each client profile individually. It covers both credits issued automatically by a membership type and credits manually issued to a client profile.
How you can use it
Track your outstanding liability - every redeemable credit is a treatment, pass or service you've committed to deliver. Filtering to "Redeemable" (or exporting the report) gives you a clear picture of what's still owed to members. This is useful for month-end reporting, or to back up a credit ledger in your accounts software in the case of an audit.
See whether members are using their benefits - comparing redeemed against expired credits shows you whether members are actually making use of what's included in their membership. High numbers of expired credits can be a prompt to review your membership offering, or to remind members to book before their credits run out.
Catch credits before they expire - filter to "Redeemable" and check the "Expires at" column to spot credits approaching their expiry date, so your team can encourage those members to book in.
Tidy up after cancellations - credits issued by a membership will automatically expire or be revoked when that membership is cancelled or expires. Credits that were manually issued aren't linked to the membership, so they will remain redeemable. Filtering by membership status "Cancelled" or "Expired" alongside credit status "Redeemable" helps you find any credits you may want to revoke manually.
Check credits have been issued correctly - after a billing run or renewal you can use the "Issued at" date filter to confirm the expected credits have been issued or reissued. For more on when this happens automatically, see When are membership credits issued/reissued?
Accessing the report
To access your membership credit usage report head to Reports > Membership credit usage.
This report provides a list of all membership credits, including their current status and usage history.
The tiles at the top will give an overview of the following:
Total credits - the total number of redeemable, redeemed, expired and revoked credits
Redeemable - the current number of redeemable credits
Redeemed - the current number of redeemed credits
Expired - the current number of expired credits
Revoked - the current number of revoked credits
Multi-use - number of multi-use credits in your system
The report will list:
Status - the status of the credit i.e. expired, redeemed, redeemable, revoked
Credit name - the name of the credit and if it is multi-use or not
Customer - the name of the customer this credit is linked to. If you select on their name it will take you directly to the client profile
Membership number - the membership number for the membership on the client profile that is linked to the credit
Membership type - name of the membership type the credit is linked to
Issued at - date the credit was issued
Expires at - date the credit expires
Filtering the report
You can set the issued date filter by selecting onto the "Issued date" and setting the date range you require.
If you "Add filter", you then have the option to toggle on other filters too...
Status - if you toggle this on you can then select from the following options for the status of the credit...
Redeemable
Redeemed
Revoked
Expired
Membership status - if you toggle this on you can then select from the following options for the status of the membership...
Active
Cancelled
Expired
Upcoming
Combining these filters is often the quickest way to answer a specific question, for example, credit status "Redeemable" with membership status "Cancelled" will surface credits still sitting on lapsed memberships.
Exporting the report
You can also export this report by selecting the "Export" button. In the export you'll see more information as there is a column for "Redeemed at" and "Revoked at" which provides the date and time this credit was redeemed (if applicable) and revoked (if applicable).
The export is handy when you need to share credit information outside of Trybe, for example with your finance team for reconciliation, or as a record of remaining member credits.
Good to know
Multi-use credits - a multi-use credit stays "Redeemable" for as long as it can still be used, so it won't move to "Redeemed" each time it is applied to an order. To see how much of a multi-use credit's usage limit a member has used, check the credit on their client profile.
Manually issued credits - credits added directly to a client profile are included in the report, but as they aren't issued by a membership, the membership details shown against them may differ from credits issued automatically by a membership type.
Course credits are separate - this report covers membership credits only. Credits issued by courses have their own report, see the Course credits report.
Related guides
Membership types - setting up memberships and the credits they include