Memberships

The Memberships report will shows you all clients assigned to a membership for the selected date range.

Run the Report

  1. Browse to Reports - Memberships.
  2. Select which options you require when running the report.
  3. Click Run Report.

Report Options

  1. New: Members who started their contract during the selected date range.
  2. Returning: Members who started their contract during the selected date range, and also have had a previous membership with you in the paste.
  3. Existing: Members with active memberships during the selected date range.
  4. Expiring: Members who will expire during the selected date range.
  5. Upcoming: Members who are starting the membership after the selected date range.
  6. Expired: Members who expired during the selected date range.
  • Keep in mind that if you run the report for a long date range, you may find most clients appear as New memberships, as they started their contract sometime during the date range. It's best to run the report for a shorter period, normally a month to check membership activity.
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