Understanding the Minimum Term Reached Report

The Minimum Term Reached Report allows you to identify members who have reached or are approaching their membership minimum term date.

The report also provides membership, payment, attendance and outstanding balance information, together with summary statistics for Active, Suspended and Payment Issue members.

Navigate to:

Reports > General > Minimum Term Reached

Filtering the Report

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

View By

Use View By to determine how you want to review minimum term information.

Available options are:

• Date Range
• Minimum term reached

Date Range

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

Status

Select the member status you want to include.

Available options include:

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

Membership Type

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

Membership Category

Select one or more Membership Categories to further refine the results if applicable.

Available categories will depend on those configured for your club.

Number of Days Since Last Attended

Enable Number of Days Since Last Attended if you want to further filter members according to how many days it has been since they last attended.

Enter the required range using:

From
The minimum number of days since the member last attended.

To
The maximum number of days since the member last attended.

For example, entering 0 to 30 can be used to return members whose last attendance falls within that range.

Select View Report to apply your filters.

Minimum Term Summary

The summary tiles at the top of the report provide a quick overview of members who have reached their minimum term.

Active Count

Displays the number of Active members who have reached their minimum term.

Active Reached %

Displays the percentage of Active members who have reached their minimum term, together with the total Active member count.

Suspended Count

Displays the number of Suspended members who have reached their minimum term.

Suspended Reached %

Displays the percentage of Suspended members who have reached their minimum term, together with the total Suspended member count.

Payment Error Count

Displays the number of members with a Payment Issue who have reached their minimum term.

Payment Err Reached %

Displays the percentage of Payment Issue members who have reached their minimum term, together with the total Payment Issue member count.

Understanding the Report

The Minimum Term Reached Report displays:

Name
Displays the member's name. Select the member name to open their member record.

Membership Type
Displays the member's current membership type.

Membership Start Date
Displays the date the membership commenced.

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

Payment Amount
Displays the membership payment amount.

Billing Frequency
Displays how frequently the membership is billed, such as weekly or fortnightly.

Mobile
Displays the member's mobile number where recorded.

Email
Displays the member's email address.

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

Days Since Last Attended
Displays the number of days since the member's last recorded attendance.

Status
Displays the member's current membership status.

Current Amount Owing
Displays the member's current outstanding amount, where applicable.

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, status, membership type, category and attendance filters first so that your communication is directed to the appropriate members.

Common Uses

The Minimum Term Reached Report can be used to:

• identify members who have reached their minimum membership term
• review minimum term dates across different membership types
• identify members who have not attended within a selected number of days
• review Active, Suspended and Payment Issue members who have reached minimum term
• review membership payment amounts and billing frequency
• check a member's latest visit and days since last attendance
• identify members with a current amount owing
• assist with membership retention or renewal follow-up
• download minimum term information
• Email or SMS members returned in the report