Membership Summary report templateLast updated on 03/22/2022
The Membership Summary Report shows membership activity over a given date range. Each line in the report represents an active membership type.
Example Membership Summary Reports:
Run reports on which memberships sell best for each quarter
Schedule a report of recently canceled memberships to follow up on
Things to know
To open a membership record, click the corresponding invoice number to open the invoice in a new tab and then click View Membership.
The report includes membership status changes that occur within the report date range. For example, you can report on the number of memberships that were canceled in the past year. If a membership enters multiple statuses within the date range of the report, it will appear under the column of its last status within the date range. You can view the exact date of a status change in the Membership Status History section of the membership record.
Create a Membership Summary report
Follow the steps to create a custom report based on the Membership Summary template and select the columns to include in your report:
Name—Name of the membership type
Active Type—Whether or not the membership type is currently active
Active At Start—Count of active memberships at the beginning of the report date range
Suspended—Count of memberships suspended during the report date range
Canceled—Count of memberships canceled during the report date range
Expired—Count of memberships that expired during the report date range
Deleted—Count of memberships deleted during the report date range
Renewed—Count of memberships renewed during the report date range
Reactivated—Count of memberships reactivated during the report date range
New Sales—Count of new memberships sold during the report date range
Manual—Count of memberships created from the office using the Add Membership button during the report date range Note: The Add Membership button is no longer available. This column is used for historic reporting.
Active At End—Count of active memberships at the end of the report date range
Amount Billed—Amount billed to date on the membership type
Membership Total Revenue—Total amount of revenue for the membership type
Tip: You can hover over any of the column labels to see a description of the column data.
Deselect a column to omit it from your report.
Run the report
Before you run your report, set filters to focus your results:
Click the From - To field to set a range of dates to run the report on. You can:
Use the calendar to select a specific date range and click Apply.
Use the left menu to select a preset date range:
Today: From 12:00 AM to the current time
Yesterday: Previous day, from 12:00 AM to 11:59 PM
Last 7 Days: Previous seven days, including the current date
Last 14 Days: Previous 14 days, including the current date
Last 30 Days: Previous 30 days, including the current date
Month to Date: From the first of the current month to the current day
Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days: Previous 90 days, including the current date
This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date: From the first day of the current quarter to the current day
Year to Date: From January 1 of the current year to the current day
Last 365 Days: Previous 365 days, including the current date
Use the Business Unit drop down to select the business unit for the report. This filter will default to all business units assigned to the membership.
Use the Zip Code drop down to select zip codes you want to appear on the report. This filter will default to all zip codes reflected on the location on the membership invoice.
Check the Include Inactive Membership Types box if you want to include inactive memberships types on the report.
Click Run Report.
Tip: Click Edit Columns to add and remove columns. For further customization, you can also arrange and filter your results.
Drill Down in Membership Summary report
You can drill down in the Membership Summary Report to get historic insight into your memberships.
Click an underlined entry you want to drill down into. For example, click an entry in the Active at Start column. The entry is highlighted.
In the highlighted entry, click Expand . A table opens in the report showing details for that entry including the following:
Customer Membership ID—Membership ID. Click on the Membership ID link to open the customer’s membership record in a new tab
Membership Type—Type of membership
Business Unit—Business Unit this membership belongs to
Customer Name—Name of the customer. Click on the Customer Name link to open the customer record in a new tab
Location Address—Service location covered under the membership
Invoice #—Invoice number for this membership. Click on the Invoice # link to open the invoice record in a new tab
Sale Type—Type of sale for the membership. Click on the Sale Type link to open the customer’s membership record in a new tab
Sold By—Name of the employee who sold the membership
Status Change As Of Date—Date the membership entered into the status it is listed under on this report
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.