Memberships Report

Memberships Report

Location: Reports > Sales Reports 


The Memberships Report is located within the Sales Report group and displays a list of clients participating in membership programs designed by the business.

The report type you selected determines whether active or inactive memberships are displayed. 

Sort By is a drop down list to select how results will be listed. The sort options are: Next Bill Date, Amount, Type, Name, Member Number. 

Report results include:
  1. Name - Client’s First & Last Name
  2. Member # - Membership number that was assigned to the client when the membership was sold
  3. Type -  Name of the membership that was sold to that client
  4. Amount - Amount billed for that particular membership  (weekly, monthly, quarterly or yearly)
  5. Plan - Refers to how often their payment is due: weekly, monthly, quarterly or yearly
  6. Active - This box will be checked off if the membership is active, and unchecked if the membership is inactive 
  7. Next Bill Date - The next due date for their membership to be auto billed 






Notes
Important Note: A summary email notification is automatically sent to the designated email address after membership billing has been processed. For More Information Click Here


    • Related Articles

    • Packages Report

      Location: Reports > Appointment & Client Reports ​ The Packages Report is a great tool to report on packages sold during a date range and the remaining value of the package. To generate the report: Enter begin dates and end dates to search by the ...

    • ABC Report

      Location: Reports > Business Analysis Reports The ABC Report computes the key performance indicators tracked by Arrojo Business Consultants and combines the information all-in-one place. Businesses who sell Arrojo and follow their business model ...

    • Forecasting Report

      Location: Reports > Business Analysis Reports The Forecasting Report gives the booked  value for future months with the average sales over the last 90 days to predict a future month’s total sales.  Select a month in the future and the report will ...

    • Be Inspired Report

      This feature will be available in Inspire by STX v4.4 due out in August 2025. IMPORTANT: This report is in BETA testing where only some of our clients have access to it and we are looking for feedback on how to improve it. To submit feedback, please ...

    • Setup Memberships

      Go to Setup > Setup Packages & Memberships > Setup Memberships Click Add New Add Membership Details Name is the name of the membership Price is the amount to bill Billing Cycle is how often to auto-bill Service Package to auto credit every time the ...