Understanding the Member Status Report

The Member Status Report provides a detailed list of members based on their current membership status.

It includes membership, payment, contact, access and membership date information and can be further filtered by membership type, contract type, postcode, access status and whether the member has a PAQ or OQ recorded.

Navigate to:

Reports > General > Member Status

Filtering the Report

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

Status

Select one or more member statuses.

Available options include:

• Active
• Archived
• Payment Issue
• Suspended
• Inactive
• Pending Online Signup
• Waiting Conversion
• Pending Activation

Use Select All if you want to include all available statuses.

Membership Type

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

Contract Types

Use the Contract Types filter to select:

• All
• Direct Debit
• Paid in Full

Post Code

Select one or more Post Codes to restrict the report to members within particular postcode areas.

Access Blocked

Use this filter to identify members according to their current access setting.

Available options are:

• All
• Yes
• No

Has PAQ

Use Has PAQ to filter members according to whether a PAQ has been recorded.

Available options are:

• All
• Yes
• No

This can be useful for identifying members who may still require a PAQ to be completed.

Has OQ

Use Has OQ to filter members according to whether an OQ has been recorded.

Available options are:

• All
• Yes
• No

Select View Report to apply your filters.

Understanding the Report

The Member Status Report displays detailed information for each member, including:

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

Fitness Passport #
Displays the member's Fitness Passport number where one has been recorded.

Membership Type
Displays the member's current membership type.

Payment
Displays the membership payment amount.

Status
Displays the member's current membership status.

Mobile
Displays the member's mobile number.

Email
Displays the member's email address.

Access Blocked
Indicates whether the member's access is currently blocked.

Birthday
Displays the member's recorded date of birth.

Post Code
Displays the member's recorded postcode.

Membership Category
Displays the category associated with the member's membership.

Membership Start Date
Displays the date the membership commenced.

Expiry Date
Displays the membership expiry date where applicable.

Min. Term Date
Displays the minimum term date associated with the membership where applicable.

Latest Visit Date
Displays the member's latest recorded visit date where available.

Update Date/Time

Select Update date/time to refresh the date/time-related information displayed in the report where required.

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 filters before selecting Email or SMS so that your communication is directed to the appropriate group of members.

Scheduling the Member Status Report

The Member Status Report can be scheduled to be automatically emailed.

Before scheduling reports, ensure a ZIP password has been configured under:

Administrator > Clubs > Configure > Communication

To schedule the report:

1. Apply the required report filters.
2. Select the Schedule/Calendar icon in the top-right corner.
3. Configure the required frequency and days.
4. Enter the email address or addresses that should receive the report.
5. Save the schedule.

Scheduled reports are processed at approximately 10:00 pm AEST and are sent as a password-protected ZIP file.

Common Uses

The Member Status Report can be used to:

• create a detailed list of members by membership status
• identify Active, Archived, Suspended or Payment Issue members
• distinguish between Direct Debit and Paid in Full memberships
• identify members with blocked access
• identify members who do or do not have a PAQ recorded
• identify members who do or do not have an OQ recorded
• filter members by postcode
• review membership start, expiry and minimum term dates
• check the latest recorded visit
• review Fitness Passport numbers
• download member information
• Email or SMS members returned in the report
• schedule the report for automatic delivery