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.
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.