Memberships Report

The Memberships Report is a sales report that displays a list of client memberships that were active, expired, or on hold during the selected date range. You can use the Memberships Report to view the membership details of each client and perform actions such as placing a membership or multiple memberships on hold when clients are unable to visit your business for an extended period of time. For more information, see Viewing clients on hold and Placing a mass hold on memberships. The summary cards at the top of the page provide an overview of the key information in the report.

This article describes how to view the Memberships Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Memberships Report

    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. The Memberships Report is displayed.

    Summary cards in the Memberships Report

    Summary cardsDescription
    Active MembershipsThe total number of active memberships during the selected date range.
    All Memberships On HoldThe total number of memberships on hold during the selected date range.
    Total MembershipsThe total number of memberships held by clients during the selected date range.
    New MembershipsThe total number of memberships that were activated during the selected date range.
    Not ActivatedThe total number of memberships that were sold in the selected date range with start dates that occur after that date range.
    Lost MembershipsThe total number of memberships lost during the selected date range. A lost membership refers to when a client cancels any of their memberships or allows any of their memberships to expire.

    Headings in the Memberships Report

    HeadingDescription
    ClientThe client who owns the membership. 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.
    First NameThe client’s first name.
    Last NameThe client’s last name.
    EmailThe client’s email address.
    Phone NumberThe client’s mobile phone number.
    Member IDThe client’s member ID.
    Purchase OptionThe membership owned by the client.
    Start DateThe date that the membership became active. If the membership was prorated, this column will display the date the membership was prorated from, not the date selected as the start date for the membership during checkout. For more information, see Prorating membership payment.
    End DateThe date that the membership becomes inactive. If the membership has no end date, Ongoing is displayed.
    Termination DateIf the membership has been set to terminate, the termination date will be listed in this column.
    Date of Last BillThe date of the client’s most recent bill for the membership.
    Amount of Last BillThe amount last paid by the client for the membership.
    Date of Next BillThe date of the client’s next bill for the membership.
    Amount of Next BillThe amount of the client’s next bill for the membership.
    StatusThe current status of the membership. The possible statuses a membership can have are ActiveCanceledExpiredNot Activated, and On Hold. For more information on membership holds, see Placing a membership on hold.

    Advanced Filters in the Membership Report

    FilterDescription
    Membership StatusUse this filter to determine which clients to include in the report based on their membership status. Membership statuses can be ActiveCanceled, ExpiredNot Activated, and On Hold. For more information on membership holds, see Placing a membership on hold.
    Auto-RenewUse this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
    LocationsUse this filter to determine which business location(s) to include in the report.
    Class & Event MembershipsUse this filter to determine which Class & Events Memberships to include in the report. Class & Events Memberships are Memberships with the Class/Events Membership Service Category.
    Display Canceled MembershipsUse this filter to determine whether to include canceled memberships in the report.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Account MembershipsUse this filter to determine which Account Memberships to include in the report. Account Memberships are Memberships with the Account Membership Service Category.
    Appointment MembershipsUse this filter to determine which Appointment Memberships to include in the report. Appointment Memberships are Memberships with the Appointment Membership Service Category.
    Gym MembershipsUse this filter to determine which Gym Memberships to include in the report. Gym Memberships are Memberships with the Gym Membership Service Category.
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