The Membership Report provides a detailed overview of membership purchases, renewals, expiry information, customer details, and transaction activity within your system. This report is useful for tracking active and expired members, reviewing membership sales, and exporting member data for operational or marketing purposes.
How to Generate the Membership Report
- Select your desired report parameters.
- Click Save and Generate Report.
- Once generated, you can use the report toolbar to:
- Print the report
- Export to PDF, Excel, CSV, and other formats
- Refresh the report
- Navigate between report pages
For reports containing multiple pages, use the directional arrows to:
- Move forward or backward through pages
- Jump to the first or last page
Important Notes
- Customers who purchase memberships on behalf of someone else will not appear in the Membership Report. The report only displays the actual membership holder.
- The Membership Report displays three separate tables. If the totals in Table 1 do not match Tables 2 and 3, this is usually because inactive customers are excluded from part of the report data. To correct this:
- Enable the Include Inactive Customers checkbox
- Regenerate the report
Report Filters & Parameters
Quick Date Options
The following shortcuts are available for faster selection:
- Today
- Yesterday
- Last Month
- MTD (Month to Date)
- YTD (Year to Date)
- FY (Financial Year)
Module and Other Filters
Membership Filters
Show Inactive
Includes inactive memberships in the report results.
Filter by Expiry Date
Filters memberships based on their expiry dates.
Filter by Grace Period
Filters memberships currently within their configured grace period.
Sort Options
Choose how the report results should be ordered.
Available sort options include:
- Transaction Date
- Expiry Date
- Renewal Date
- Grace Period
Additional Filters
Show Orders Only
Displays completed orders only.
Show Reservations-Pay Later and Orders
Displays both completed orders and reservation/pay-later transactions.
Show Reservations-Pay Later Only
Displays only reservation/pay-later transactions.
Display Field Options
These options control which customer details are displayed in the report output.
Membership Status Options
Include Expired Members
Includes memberships that have already expired.
Include Inactive Members
Includes inactive members in the report output.
Customer Information Fields
Show Preferred Name
Displays the customer’s preferred name.
Show Email
Displays customer email addresses.
Show Mobile
Displays customer mobile phone numbers.
Show Home Phone
Displays customer home phone numbers.
Show Work Phone
Displays customer work phone numbers.
Show Billing Address
Displays customer billing addresses.
Show Mailing Address
Displays customer mailing addresses.
Show Birthdate
Displays customer birthdates.
What the Membership Report Returns
Depending on the filters and fields selected, the report may include:
- Membership holder details
- Membership status
- Membership expiry and renewal information
- Grace period information
- Membership sales transactions
- Order and reservation data
- Contact information
- Address details
- Membership-related discounts or deals