Membership reports

Date Type

Select whether you want to filter the report by due date or collection date.

Centers

Select which centers you want to include in the report.

Dates

Select the date range (duration) for which you want to see the report.

Membership Category

Select the membership categories that you want to include in the report.

Recurrence Status

Select the recurrence statuses that you want to include in the report.

Collection Status

Select the collection statuses that you want to include in the report.

Sale Center

The center at which the membership was sold.

Invoice No

The invoice on which the payment was collected.

Membership Code

The membership's identification code.

Membership Name

The name of the membership.

Guest Name

The guest who purchased the membership.

Sale Date

The date on which the membership was sold.

Due Date

The date on which the payment was due.

Collection Date

The date on which the payment was collected.

Sales (Exc. Tax)

The sale amount, excluding taxes.

Sales(Inc. Tax)

The sale amount, including taxes.

Amount Collected

The amount collected on this invoice.

Due

The balance amount due on this membership.

Next Attempt Date

If the current payment failed, the next date on which the payment will be attempted.

Recurrence Cycle #

The installment number of the payment. For instance, if it is the third installment, this column will show 3.

Recurrence Status

The status of the recurring payment instruction.

Collection Status

The status of this collection.

Default Payment Type

The default payment type.

Payment Type

The payment type used for this payment.

Center name

Refers to the name of the center where the membership was sold. This data is sourced directly from the invoice at the time of sale. Even if the membership is later canceled, refunded, or transferred, the report continues to show the original selling center. This ensures accurate revenue tracking and accountability for the originating location.

Invoice number

Indicates the specific invoice under which the membership was purchased. This field is essential for tracing financial transactions and benefit accrual events. If the invoice is reopened or adjusted later due to a refund or modification, the original invoice number still provides the foundational reference for reporting.

Membership code

A unique system-generated identifier for the membership. This code remains constant regardless of changes to the membership’s status or upgrades/downgrades. It's used across Zenoti modules, including reports, billing, audit logs, and guest profile history, to ensure consistent tracking.

Membership name

The name of the membership product as defined during creation in Zenoti. It is displayed consistently across sales, guest profiles, redemptions, and reports, allowing users to identify membership types clearly.

Membership category

Defines the classification or type of the membership, such as "Wellness", "Fitness", or "Massage Plans". Categories are configured at the time of membership setup and help segment data for reporting, taxation, or filtering purposes.

Guest name

Displays the name of the guest who purchased the membership. This value is pulled from the guest profile linked to the sale invoice and is used in transfer scenarios to show both the original and new owners when benefits are reassigned.

Sale date

The date when the membership was sold and the invoice finalized. This date serves as the anchor for financial recognition, benefit accrual cycles, and membership lifecycle events.

Start date

Reflects when the membership becomes active. This can be configured to match the sale date or be delayed for promotional offers. It is critical for initiating benefit accruals and aligning membership duration with billing. The start date of the membership is calculated either from the date of sale or the first redemption of membership benefits. The date depends on the option selected for the Validity Starts field while creating a membership.

Membership expiry date

This is the regular end date of the membership calculated from the start date plus the configured validity duration. It does not include any grace periods or extensions unless manually altered or automatically renewed.

Membership expiry date (with grace period)

Shows the last valid date a member can use benefits, including any configured grace days. This date is affected by the Redemption Post Expiry setting, which allows members to continue redemptions during a buffer period post-expiration. Refer to advanced properties to set up memberships for more details.

Membership termination date

The actual or scheduled termination date of the membership. It appears when a cancellation is processed and halts all future accruals or redemptions. This value may be auto-populated in cases of non-payment or voluntary cancellations.

Benefit type

Specifies the kind of benefit included with the membership, such as Service Credit, Product Credit, or custom-defined types. This is established during membership configuration and influences redemption logic and usage constraints.

Benefit name

The label given to a specific benefit included in the membership, such as “Monthly Facial”, “Complimentary Beverage”. It differentiates multiple benefits in the same plan and is tied to configurations in the membership template.

Total quantity

The total number of benefits a member is eligible to use. This is influenced by recurrence cycles, manual top-ups, or adjustments. It aggregates benefits accrued across billing cycles or through administrative overrides.

Total benefit value

Monetary representation of the total accrued benefits. This is not impacted by accounting configurations such as Initially Recognized Revenue (IRR), Monthly Recognized Revenue (MRR), or Service Credit Revenue (SCR), making it a direct functional value.

Redeemed quantity

Total number of benefits the guest has used. It includes all redemptions through POS or online, excluding any refunded or expired benefits. This field helps assess how much of the membership value has been consumed.

Redeemed value

The monetary value of all redeemed benefits. It tracks redemptions without interference from revenue recognition rules and focuses purely on usage, making it useful for operational reporting.

Balance quantity

Represents the unused benefits remaining with the member. It is calculated as: Total Accrued - (Redeemed + Refunded + Expired). It dynamically adjusts with each redemption, expiry, refund, or transfer, giving a live view of available benefits.

Benefit expiry date

Each benefit batch may have its own expiration rule. This date shows when the benefits from a specific cycle are no longer redeemable. It’s defined in the membership template and may differ from the overall membership expiry.

Transferred quantity

Benefits that have been reassigned from one guest to another. Transfers are tracked via audit logs and impact both the sender's and receiver’s balance and redemption eligibility. Permissions and settings at the center level may restrict this action.

Recurrence cycle #

Denotes which recurring payment cycle a set of benefits belongs to. This is especially relevant for memberships that accrue benefits monthly or quarterly, as it helps align usage patterns with billing schedules.

Membership status

Shows the current state of the membership (Active, Expired, Terminated). It updates based on actions like cancellation, upgrades, downgrades, or the natural end of validity. The status can remain “Active” even post-expiry if grace periods or redemptions are allowed.

Recurrence status

Tracks the current payment state, such as Collected, Failed, Paused, in recurring memberships. This affects whether future benefits will accrue and helps identify payment-related issues impacting membership continuity.