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COCO000: Offsite Liability Transfers

The COCO000 report displays the total amount of gift card, package, & point value transferred into and out of each location within the date range. 

Report definitions

Click here for details on each of the fields that appear in the COCO000 report.Click here for details on each of the fields that appear in the COCO000 report.

Gift Cards

  • Transferred In/Out: Total value of gift cards transferred into or out of the location that is running the report.

Promo Gift Cards

  • Transferred In/Out: Total value of gift cards transferred into or out of the location that is running the report.

Membership Packages

  • Transferred In/Out: Total value of membership packages that were accrued via an Enrollment Fee, Recurring Fee, or Renewal Fee and that were transferred into or out of the location that is running the report.

Packages

  • Transferred In/Out: Total value of package items transferred into or out of the location that is running the report.

Package Tips

  • Transferred In/Out: Total amount of package tips transferred into or out of the location that is running the report.

Points

  • Transferred In/Out: Total value of points transferred into or out of the location that is running the report.
  • Transferred In from CO: Total value of points that were transferred from Central Office.

Setting up the CO000 report

  1. Type COCO000 in the Convobar, or go to Meevo > Reports > Liabilities, and then select the COCO000 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. Select a Business Type: Displays all liabilities that are associated with the selected Business Type.
  2. All Locations: Select All Locations to run the report for all locations of the selected Business Type. Otherwise, deselect the option and use the list to select the locations. Note that the list of locations is limited to the locations you can access, either through security or Business Types.

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:
    • 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.

      Note for viewing on iOS: If viewing a PDF on a mobile device running iOS, swipe from left to right on the screen to return to Meevo.
    • 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.

    • 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.

 

 

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