Memberships Sold By ReportLast updated on 09/09/2022
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.
Common uses for 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.
Report filters
Employee
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.
Business Unit
Filter by business unit of the invoice. This report can be run by a single business unit or all business units.
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)
(Report columns continued)
Explanation of report totals
(Report totals)
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.