DB042: Waived EFTs

The DB042 report displays all EFTs that were waived within the date range, including the client, amount waived, and the employee who waived the EFT. 

Tip: Run the DB042 report weekly to determine if employees are fraudulently waiving membership payments.

Report definitions

Click here for details on each of the fields that appear in the DB042 report.Click here for details on each of the fields that appear in the DB042 report.

  • Client: Name of the client who owns the membership.
  • Membership: The Display Name of the membership.
  • Date Waived:  The date that the EFT was waived.
  • EFT Date Waived: The date that the EFT was supposed to occur before it was waived.
  • Reason: The reason that was entered into Meevo when the payment was waived.
  • Amount Waived: The amount of the EFT that was waived.
  • Pre-Paid Given?: If checked, the client received a pre-paid amount when the EFT was waived.
  • Login (Date Waived sort order only): Name or login (if no name exists) for the employee who waived the EFT.
  • Totals for EFTs Waived [for date] or [by employee]: Sum of all waived EFTs according to date (Date Waived sort order) or employee (Employee sort order).
  •  Number of EFTs Waived [for date] or [by employee]: Quantity of waived EFTs.
  • Totals for EFTs Waived for Date Range: Sum of all waived EFTs for the selected date range.
  • Number of EFTs Waived for Date Range: Total quantity of waived EFTs for the selected date range.

Setting up the DB042 report

  1. Type DB042 in the Convobar, or go to Meevo > Reports > Memberships, and then select the DB042 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. In Sort Report by, select a sorting option:
  • Date Waived: Sorts by the date the payment was waived.
  • Employee: Sorts by the employee who waived the payment.

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.