INTRODUCTION
Feature Summary: The Members Report lets you generate a list of members along with the total amount they've paid to your facility through their individual or family account.
Use Cases:
Identify top-paying members for recognition or account review
Review total payments across memberships, event registrations, and lessons
Export payment totals for financial reporting or reconciliation
OVERVIEW
The Total Paid column in the Members Report shows the total amount a member has paid, calculated from that player's Payments tab (Billing > Transactions > Payments). This includes payments made toward memberships, event registrations, lessons, and other billable charges.
For members on a family membership, Total Paid reflects the combined total paid across the entire family account, so each family member on that account shows the same amount.
NAVIGATION
Go to Reports > Member.
Optionally, enter any report criteria to narrow your results, such as Current Membership Status, Membership Types, or Payment Profile Status.
Under Setup Report Output, check the box next to Total Paid.
Select any other output columns you'd like included, then click Run Report.
SETUP REQUIREMENTS
Total Paid - Displays the total amount the member (or their family account) has paid at your facility, based on the Payments tab under Billing > Transactions on the member's profile.
There is no default filter applied to this column; it appears in the results grid once selected in Setup Report Output.
Click the Total Paid column header in the results grid to sort members from highest to lowest total paid, or lowest to highest.
Click a member's First Name or Last Name in the results grid to open their member profile.
Use Export to Excel or Export to PDF to save the report results for further analysis.
Note: Total Paid reflects completed payments only and does not include outstanding balances or pending credits.
