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 
   

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 Packages Report The Packages Report allows you to track packages sold within a selected date range and view the remaining (unused) value of those packages. The report can be exported or printed for ...

• Forecasting Report

  Location: Reports > Business Analysis Reports The Forecasting Report provides a projected view of future sales by combining booked appointment values with average sales data from the past 90 days. This helps estimate expected revenue for upcoming ...

• Itemized Sales Report

  Location: Reports > Sales Reports Itemized Sales Report Overview The Itemized Sales Report provides a detailed breakdown of every line item on every ticket. This report is perfect for reviewing exactly what was sold, how it was paid, and who ...

• Be Inspired Report

  The details below were included with our Inspire by STX v4.3 update in Summer 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, ...

• 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 ...