Overview
Purpose of the Memberships Sold By Report
This report will help you analyze membership sales within a specific date range. The report includes membership details, such as customer name, invoice number, membership name, annual price of the membership, date the membership was sold, and the membership expiration date. Membership renewals are included in this report.
Note: You must click Sell Membership from a customer record or add a sales task to an invoice for the Sold By technician or employee to populate on this report. If you simply click Add Membership from a customer record and choose the Sold By technician, the Sold By field will not populate on this report.
Use this report to view memberships sold by technicians or employees.
Use this report to view any commissions and/or bonuses earned on membership sales.
How to find this report
Click Reports > Search Memberships Sold By > Click the report name. Then you will be able to set filters and run the report.
Tip: You can also schedule the report by clicking Schedule next to the report name
Report filters
Filter by employee. This report can be run for a single employee or technician (anyone who sells memberships from the office or in the field) or all employees or technicians.
Filter by the business unit of the invoice. This report can be run by a single business unit or all business units.
Filter by date range. Use the From and To fields to set a custom date range.
Data in this report is based on the membership sold by date, for example, the date the membership was sold on the invoice.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
(Report columns)
Customer | Customer name |
|---|---|
Invoice | Invoice where the membership was sold. |
Membership Name | Name of the membership plan. |
Membership Type | Type of membership (New or Renewal). |
Price | Price of the membership sales task on the invoice. |
(Report columns continued)
Start Date | Date the membership begins. |
|---|---|
End Date | Date the membership expires. |
Commission | Amount earned for the membership sale. If the membership was sold by a technician, this will include commission and/or bonuses earned for the membership sale. If the membership was sold by an employee, this will include the bonus earned only. How to configure - Commission: If you would like technicians to earn commission on membership sales, make sure the Pays Commission box is checked on the membership sale task in your Pricebook. Go to Settings > Pricebook > Services. Locate the membership sale task (this is the New Sale Task configured when you set up the membership). Select the Commission tab. Check Pays Commission, then click Save. How to configure - Membership sales to pay bonuses: If you would like employees or technicians to earn bonuses on membership sales, enter the applicable bonus on the membership sale task in your Pricebook. Go to Settings > Pricebook > Services. Locate the membership sale task (this is the New Sale Task configured when you set up the membership). Select the Commission tab. To pay a flat rate bonus for the membership sale, enter the bonus amount in the $ Bonus field. To pay a percentage bonus for the membership sale, enter the percentage in the % Bonus field. Then, click Save. |
Sold By | Name of the employee or technician who sold the membership. |
Sold On | Date the membership was sold. |
Status | Status of the membership (Active, Expired, or Deleted). |
Explanation of report totals
(Report totals)
Commission Total | Total amount earned from all membership sales. If the memberships were sold by a technician, this will include commission and/or bonuses earned. If the memberships were sold by an employee, this will include bonuses earned only. |
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