Filtering Membership Report for auto-renewing memberships

When viewing your membership report, you may want to see which of your clients have an auto-renewing membership. You can filter the report to do so. For more information on reports, see Reports.

To filter the membership report to display auto-renewing memberships:

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. On the Reports menu, click Sales.
  4. On the Sales menu, click Memberships.
  5. Click the Filter button . The filter options are displayed.
  6. In the Filter menu:
    1. Under Auto-Renew, select Yes.
    2. Click APPLY FILTER.
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