Understanding the Membership Types Report

The Membership Types Report allows you to view members based on their membership type and further filter the results by membership category, member status, tags and last visit information.

This report is useful for reviewing members attached to particular membership types, including both active and inactive membership types where required.

Navigate to:

Reports > General > Membership Types

Filtering the Report

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

Filter By Last Visit

Use Filter By Last Visit when you want to filter the report based on member visit information.

Leave this set to No if you do not want to filter the results by last visit.

Membership Type

Select one or more Membership Types to include in the report.

The Membership Type list displays the membership types configured for your club.

Membership types may be identified as:

• A – Active
• I – Inactive

You can select multiple membership types or leave all required membership types selected.

Membership Category

Select one or more Membership Categories.

Available categories will depend on those configured for your club if applicable.

Status

Select one or more member statuses.

Available options include:

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

Tags

Select one or more Tags to restrict the report to members with those tags attached to their profile.

Include Inactive Membership Types

Enable include inactive membership types if you also want inactive membership types available in the report.

This is useful when reviewing members who may still be attached to an older membership type that is no longer actively offered.

Select View Report to apply your filters.

Understanding the Report

The Membership Types 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 to open their member record.

Membership Type
Displays the membership type associated with the member.

Expiry Date
Displays the membership expiry date where applicable.

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 payment date. Where billing has not occurred, this may display No Billing or N/A.

Status
Displays the member's current membership status.

Mobile
Displays the member's mobile number.

Email
Displays the member's email address.

Length
Displays the length associated with the membership record.

Birthday
Displays the member's recorded date of birth.

Membership Category
Displays the category associated with the membership.

Tags
Displays tags recorded against the member where applicable.

Last Visit Date
Displays the member's most recent recorded visit date where available.

Report Results

Where the report contains a large number of members, use the page numbers or Next option at the bottom of the report to move through additional results.

The Total Rows figure shows the total number of records returned by the selected filters.

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 Membership Type, Category, Status, Tags and other filters first so that your communication is directed to the appropriate members.

Common Uses

The Membership Types Report can be used to:

• view members attached to a particular membership type
• compare members across multiple membership types
• review active or inactive membership types
• filter members by membership category
• filter members by current membership status
• identify members using tags
• review payment amounts and payment frequency
• check membership expiry dates
• review the member's latest visit information
• download membership information
• Email or SMS members returned in the report