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 selected determines whether report will show active memberships or inactive memberships.

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. Client’s First & Last Name
  2. Membership # assigned to the client
  3. Membership Type which is the name of the membership as created by the business
  4. Amount equals the payment amount based on the monthly, quarterly or yearly option
  5. Payment Plan refers to how often their payment is due: Monthly, Quarterly or Yearly
  6. Next Bill Date



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