INTRODUCTION
Feature Summary: Generate a list of membership type activity.
Use Cases: System users can generate a list of records that show when a membership type was applied, canceled, or expired. Applied means a membership type was added to a user account. Applied usually means purchased by a member, though other means are possible (e.g. an admin assigned a membership type to the member). It is possible to see the same member's name multiple times on a list if a member purchased a membership type, let it lapse, and then purchased the same type later.
SETUP REQUIREMENTS
The Memberships Report allows you to report on start/end dates, cancellation and suspension dates, and much more.
The Memberships Report is a great resource for reporting on
Assignment Type: Individual or Family membership
Membership Type: You can select specific memberships to review
Membership Start From/To: Filter based on Membership start/end dates
Next Payment Date From/To: Filter by memberships with payments on X date(s)
Membership Canceled From/To: Use these filters to see membership cancellations
Additionally, under the Setup Report Output section, you can filter by the following:
Member #
Member Name
Family ID
Family
Membership Name
Assignment Type: Individual or Family Membership
Start Date: When this Membership started
Next Payment Date: The next payment date for the membership dues
Frequency: Is this membership type Monthly, Quarterly, Annual, One Time, Custom?
Amount: How much did this membership cost?
Amount with Tax: How much did this membership cost with tax?
End Date: When Membership will end
# of Billing Cycles: The amount of billing cycles that have been generated for this membership
Status: Is this membership Active, Inactive, Cancelled, or Suspended?
Cancelled Date: When the Membership was cancelled
Suspended On: When this account was suspended
Cancellation Reason: Why the Membership was cancelled
Suspended Reason: Why the Membership was suspended
Once you have finished customizing the filters, simply press ‘Run’ to populate the report. Don’t forget to use the ‘Save Report’ option to save this report for future use. Once you have run the report, you can Export the information to Excel or as a PDF.