MR118: Client-to-Client Liability Usage

The MR118 report displays gift cards and package items that have been purchased by one client and redeemed by another, including who the liability was transferred from and to, amount transferred, transfer fee collected, and more. 

Report definitions

Click here for details on each of the fields that appear in the MR118 report.Click here for details on each of the fields that appear in the MR118 report.

  • Transaction: The transaction number associated with the transfer.  
  • Transferred From: The client who originally owned the liability.
  • Transferred To: The client who received the liability.
  • Type Transferred: (Date sort order only): GC = gift card, PKG = package
  • Item Transferred: For packages, this is the code and Display Name of the service that was transferred. For gift cards, this is the Gift Card Type and encrypted gift card number that was transferred.
  • Amount Transferred: The amount of the package or gift card that was transferred.
  • Amount Redeemed: The amount of the package or gift card that was redeemed (if applicable).
  • Amount Remaining: The amount of the package or gift card that hasn't been used yet.
  • Transfer Fee: The transfer fee that was collected as a result of the transfer.
  • Used? Indicates whether or not the transferred item was used (redeemed).
  • Date Redeemed: The date that the transferred package or gift card was redeemed (if applicable).
  • Transferred By: The logged-in user who processed the transaction.

Setting up the MR118 report

  1. Type MR118 in the Convobar, or go to Meevo > Reports > Liabilities, and then select the MR118 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Sort Report By: Select a method for sorting this report:
    1. Date: Sorts by the date that the liability was used.
    2. Liability Type: Sorts by the liability that was used, sub-sorted by date the liability was used.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.