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Member purchases

In short

Row-level list of every purchase made by registered members in the chosen period — one row per transaction with the member's identification, the transaction ID, the branch, and (in further columns) the basket details. The most "raw" report in the library; reach for it when you want to see the actual transactions, not aggregates.

This is the report most teams open first because it's the closest thing to a transaction log you can self-serve. Combined with the Member Tags filter, it's also how you pull a list of "every time a VIP-tagged member transacted last month" — useful for tier audits, compliance reviews, and member-service follow-ups.

What you'll see​

Required filters:

  • Purchase Date — date range (typically is in the last 30 days).

Optional filters:

  • Member Tags — contains any of [tag list]. Narrow the report to a tagged segment.

Data columns (one row per transaction):

  • Membership Key — unique identifier for the member.
  • First Name / Last Name / Phone Number / Email — member identification fields. These are PII (Personally Identifiable Information — data that can identify a specific person, like a name, phone number, or email). Treat these columns under your data-protection policy.
  • Tags — the member's full tag list at transaction time.
  • Transaction ID — unique transaction identifier.
  • Branch ID / Branch Name — where the purchase happened.

Additional columns are visible by scrolling right — typically item details, totals, and payment info.

Member purchases report. Filters: Purchase Date is in the last 30 days, Member Tags contains any of "Empleado". Data table with columns Membership Key, First Name, Last Name, Phone Number, Email, Tags, Transaction ID, Branch ID, Branch Name — many rows of member-tagged transactions, with member identification masked.

When to reach for this report​

4 common use cases
  • Tag-segment audit. Filter by Member Tags = VIP (or Empleado, Test, etc.) to see every transaction by a specific cohort. Useful for compliance ("did employees use their discount appropriately?") and for tier reviews.
  • Member-service follow-up. A member calls about a purchase from last week. Filter by their Membership Key (or jump to their Member profile timeline directly).
  • Branch-specific transactions. Add a Branch filter and see what your registered members are doing at one specific location.
  • Pull a list for outreach. Once filtered, the result rows are member-identified — push a One-time action (Future Campaign with audience pre-filled) to thank, survey, or re-engage.

What to do with the result​

Follow-on actions
  • One-time campaign push. With a member-identified result, the One-time button at the top activates — opens a Future Campaign wizard with this audience pre-filled (same handoff as Filter members).
  • Drill into a specific member. Click through to the Member profile for the full activity timeline beyond what's in this report.
  • Download as CSV. Click the settings gear in the top-right and pick Download to export the current result. Useful for sharing with a partner, accountant, or CRM system. See Reports overview → Downloading a report as CSV.
  • Search purchases — same data shape but lookup by transaction ID / POS ID / branch / confirmation code, useful when you have one specific transaction to find rather than a date-range scan.
  • Sales — branch-level aggregate of the same underlying purchases.
  • Visits — visit-count aggregate of the same purchases.