The Memberships Report is a sales report that displays a list of all client membership Purchase Options that were active, expired, or on hold during the selected date range. This report can be used to manage your memberships and to communicate with membership owners.
In this article:
To view the Memberships Report:
- Click the App Drawer button .
- In the App Drawer, click Reports.
- On the Reports menu, click Sales.
- In the side menu or in the list, click Memberships. Your Memberships Report is displayed. You can filter the report or change the view to find the information you would like to see.
Headings in the Memberships Report:
|CLIENT||The name, email, phone number, and profile image of the client with the membership is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.|
|PURCHASE OPTION||The name of the membership purchase option is listed in this column.|
|START DATE||The date that the membership purchase option became active is listed in this column.|
|END DATE||The date that the membership purchase option becomes inactive is listed in this column. If the membership has no end date, this column will be labelled Ongoing.|
|AMOUNT OF LAST BILL||The amount last paid by the client for the membership purchase option is listed in this column.|
|STATUS||The active status of the membership purchase option is listed in this column, either Active, Expired, or On Hold.|
Totals in the Membership Report
|Lost Members||The number of memberships that were canceled or that expired during the selected date range. Click the number to view only lost members in the report.|
|Memberships||The total number of memberships during the selected date range.|
|New Members||The number of new clients who purchased a memberships during the selected date range. Click the number to view only new members in the report.|
|Active||The number of active memberships or memberships with a hold that ends during the selected date range.|
|On Hold||The number of memberships on indefinite hold during the selected date range.|