Membership Billing Report GuideLast updated on 03/22/2022
Purpose of the Membership Billing Report:
This report provides an overview of customer data specific to membership billing. Data in this report is based on active memberships that have a next billing date within the specified date range.
Common uses for this report:
Use this report to view the customer name, membership type, payment method, invoice template, invoice total, and more.
How to find this report:
Click Reports > Search Membership Billing > Click the report name. Then you will be able to set filters and run the report.
Report filters
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.
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)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.