New Member Report GuideLast updated on 09/09/2022
Purpose of the New Member Report:
This report provides you with a list of new members.
Common uses for this report:
Use this report to view customers or service locations with new memberships.
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.
Filter by customer type. This report can be run by residential, commercial, or all customer types.
Filter by membership status. This report can be run by active, suspended, expired, canceled, deleted, or all membership statuses.
Filter by type. This report can be run by a single membership type or all membership types.
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:
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:
Customer name. This is the Bill To customer name on the invoice.
Residential or commercial customer type.
Type of membership attached to the service location.
Customer phone number.
Service location phone number.
Customer email address.
Billing street address that matches the address for the credit card that is being used for billing purposes.
Billing city that matches the address for the credit card that is being used for billing purposes.
Billing state that matches the address for the credit card that is being used for billing purposes.
Billing zip code that matches the address for the credit card that is being used for billing purposes.
Service location street address that the membership is attached to.
Service location city that the membership is attached to.
Service location state that the membership is attached to.
Service location zip code that the membership is attached to.
Start date of membership.
End date of membership.
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.