Understanding the Member Set To Term Status Report

The Member Set To Term Status Report allows you to identify members whose minimum membership term falls within a selected date range.

The report provides membership, payment and status information and can be useful for reviewing members who are approaching or have reached their minimum term date.

Navigate to:

Reports > General > Member Set To Term Status

Filtering the Report

Use the filters at the top of the report to narrow the results.

Min Term Date Range

Select the From and To dates for the minimum term period you want to review.

The report will return members whose minimum term date falls within the selected range.

Membership Type

Select one or more Membership Types, or leave all required membership types selected.

Include Inactive Membership Types

Enable Include inactive membership types if you also want to include memberships that are no longer active membership types.

Status

Select the member status you want to include in the report.

Available options include:

• Active
• Archived
• Payment Issues
• Suspended
• Pending Online Signup
• Pending Activations

Select View Report to apply your filters.

Understanding the Report

The Member Set To Term Status Report displays:

Creation Date
Displays the date and time the member record was created.

Member
Displays the member's name and member number. Select the member name to open their member record.

Membership Type
Displays the membership type associated with the member.

Min Date
Displays the minimum term date associated with the membership.

Payment Frequency
Displays how frequently the membership payment is scheduled, such as weekly or fortnightly.

Payment
Displays the membership payment amount.

Last Payment Date
Displays the member's last recorded payment date. Where no billing has occurred, this may display No Billing.

Status
Displays the member's current membership status.

Report Results

Where there are more results than can be displayed on one page, use the page numbers or Next option at the bottom of the report to move through additional records.

Downloading the Report

Select the Download icon in the top-right corner to export the report information.

Contacting Members from the Report

The Email and SMS icons in the top-right corner can be used to communicate with members returned in the report.

Apply the required minimum term date, membership type and status filters first so that your communication is directed to the appropriate members.

Common Uses

The Member Set To Term Status Report can be used to:

• identify members approaching their minimum term date
• review members who have reached their minimum membership term
• review minimum term dates by membership type
• check the member's payment frequency and payment amount
• review the last payment date
• identify records displaying No Billing
• filter members by their current status
• include inactive membership types when required
• download the report for further review
• contact members returned in the report by Email or SMS