The Memberships report will shows you all clients assigned to a membership for the selected date range.
Run the Report
- Browse to Reports - Memberships.
- Select which options you require when running the report.
- Click Run Report.
Report Options
- New: Members who started their contract during the selected date range.
- Returning: Members who started their contract during the selected date range, and also have had a previous membership with you in the paste.
- Existing: Members with active memberships during the selected date range.
- Expiring: Members who will expire during the selected date range.
- Upcoming: Members who are starting the membership after the selected date range.
- 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.