New Member Report Guide

Overview

Purpose of the New Member Report

This report provides you with a list of new members.

Common uses for this report

How to find this report

Click Reports > Search New Member > 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

Customer Type

Filter by customer type. This report can be run by residential, commercial, or all customer types.

Membership Status

Filter by membership status. This report can be run by active, suspended, expired, canceled, deleted, or all membership statuses.

Type

Filter by type. This report can be run by a single membership type or all membership types.

Date Range

Filter by date range. Use the From and To fields to set a custom date range.

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)

The report includes the following columns:

Customer	Customer name. This is the Bill To customer name on the invoice.
Customer Type	Residential or commercial customer types
Membership Type	Type of membership attached to the service location.
Phones	Customer phone number.
Service Phones	Service location phone number.
Email	Customer email address.

Billing Street	Billing street address that matches the address for the credit card that is being used for billing purposes.
Billing City	Billing city that matches the address for the credit card that is being used for billing purposes.
Billing State	Billing state that matches the address for the credit card that is being used for billing purposes.
Billing Zip	Billing zip code that matches the address for the credit card that is being used for billing purposes.
Service Street	Service location street address that the membership is attached to.

Service City	Service location city that the membership is attached to.
Service State	Service location state that the membership is attached to.
Service Zip	Service location zip code that the membership is attached to.
Member From	Start date of membership.
Member To	End date of membership.