Membership Reports – Reference Guide
This page documents every membership report available in the system: What it does, what inputs it takes, and what outputs it provides. Use the index below to jump to a specific report.
| Report | Description |
|---|---|
| Active Memberships | A list of active memberships, along with key dates. |
| Allocated Memberships Summary | A summary of the memberships allocated to members and their configurations. |
| Breakdown over time | A report giving a breakdown of memberships over a given time period. |
| Commenced Memberships | A report of memberships that started within the given time period. |
| Current Paused Memberships | A list of the memberships currently within a pause period. |
| Ended or Ending Memberships | A report of memberships that have ended, been cancelled, or are due to end. |
| Forthcoming Paused Memberships | A list of memberships currently paused or scheduled to be paused in the future. |
| Forthcoming Payments | A list of the forthcoming membership payments. |
| Last membership ending or ended | A report of memberships that are ending and the member has no other membership. |
| Membership Plan Summary | A summary of the membership plans and their configurations. |
Active Memberships
A list of active memberships, along with key dates.
| Inputs | • N/A |
| Outputs | • First & Last name • Mobile • Membership Type • Membership Plan • Cost per period • Auto-Renew • Membership start date • Membership expiry date • Issue Grace Credits • Next payment date • Next credits issued date |
Allocated Memberships Summary
A summary of the memberships allocated to members and their configurations.
| Inputs | • N/A |
| Outputs | • First & Last name • Membership Type • Membership Plan • Start Date • Credits Last Issued • Credits Next Due • Credit issue period • Auto Renew • Credit packs allocated • Last Payment • Next Payment Due • Payment Frequency • Joining Fee • Cost per Period • Is Cancelled |
Breakdown over time
A report giving a breakdown of memberships over a given time period.
| Inputs | • Reporting Range |
| Outputs | • Date Point • Membership Name • Number of Memberships |
Commenced Memberships
A report of memberships that started within the given time period.
| Inputs | • Reporting Range |
| Outputs | • First & Last Name • Mobile • Joined Date • Membership Type • Membership Plan • Setup Date • Commencement Point • AutoRenew |
Current Paused Memberships
A list of the memberships currently within a pause period.
| Inputs | • N/A |
| Outputs | • First & Last Name • Membership Type • Membership Plan • Paused From • Paused Until • Pause Days • Pause Reason • Paused By • Start Date • Credits Last Issued • Credits Next Due • Credit Issue Period • AutoRenew • Credit packs allocated • Last Payment • Next Payment Due • Payment Frequency • Joining Fee • Cost per Period • Is Cancelled • Membership ID • Membership Type ID • Membership Plan ID • User ID |
Ended or Ending Memberships
A report of memberships that have ended, been cancelled, or are due to end.
| Inputs | • Reporting Range |
| Outputs | • First & Last Name • Mobile • Membership Type • Membership Plan • Start Date • Cancel Point • Expiry Point • AutoRenew |
Forthcoming Paused Memberships
A list of memberships currently paused or scheduled to be paused in the future.
| Inputs | • N/A |
| Outputs | • First & Last Name • Membership Type • Membership Plan • Paused From • Paused Until • Pause Days • Pause Reason • Paused By • Start Date • Credits Last Issued • Credits Next Due • Credit Issue Period • AutoRenew • Credit packs allocated • Last Payment • Next Payment Due • Payment Frequency • Joining Fee • Cost per Period • Is Cancelled • Membership ID • Membership Type ID • Membership Plan ID • User ID |
Forthcoming Payments
A list of forthcoming membership payments.
| Inputs | • N/A |
| Outputs | • First & Last Name • Membership Type • Membership Plan • Next Payment • Cost Per Payment Period • By Direct Debit |
Last membership ending or ended
A list of forthcoming membership payments.
| Inputs | • Reporting Range |
| Outputs | • First & Last Name • Mobile • Membership Type • Membership Plan • Start Date • Cancel Point • Expiry Point • AutoRenew |
Membership Plan Summary
A summary of the membership plans and their configurations.
| Inputs | • N/A |
| Outputs | • Membership Type • Membership Status • Membership is Private • Unlimited • Trial • One per member • Starts On • Membership Plan • Plan Status • Plan is Private • Subscription Period (Credit Issue Frequency) • AutoRenew • Joining Fee • Cost per Period • Payment Frequency • Credit Packs Allocated |