Membership Tries Report
The Membership Tries report gives you a detailed, attempt-by-attempt view of every collection effort made on recurring membership invoices. Each row represents one collection attempt on one invoice, letting you see try outcomes, decline reasons, remaining retries, invoice ageing, and more in a single report.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Memberships Tries Report report.
Available filters
Filter | Options |
|---|---|
Date Type |
|
Center Name | Select one or more centers |
Current Invoice Status | Collected, Pending, Failed |
Try Status | Success, Failed, Pending |
Decline Type | Soft decline, Hard decline, NA, All |
Days Pending Bucket | 0–30, 30–60, 60–90, 90+ days |
Invoice Type | Collection, Sale, Upgrade, Downgrade, etc. |
Try Number | 1, 2, 3, 4, 5, 6+ |
Understanding the Report Columns
Invoice & Try Identity
Column | Description |
|---|---|
Centre Name / ID | The center associated with the membership |
Invoice Number | Unique ID of the membership invoice |
Try Number | Sequential attempt count for this invoice |
Try Date | Date and time of this specific attempt |
Try Result / Status | Outcome of this attempt: Success, Failed, or Pending |
Current Invoice Status | Status of the invoice as of today |
Total Tries | Total number of attempts on this invoice as of today |
Remaining Automatic Retry Attempts | How many dunning retries remain |
Days Pending Bucket | Ageing bracket for all invoices (open and closed) |
Financial
Column | Description |
|---|---|
Original Scheduled Date | When the invoice was originally due |
Amount to Be Paid | Invoice amount attempted in this try |
Amount Collected | Amount actually collected in this specific try |
Type of Collection | Membership invoice, Annual fee invoice, or Decline fee invoice |
Type of Invoice | Collection, Sale, Upgrade, Downgrade, etc. |
Decline Fee Charged | Whether a decline fee was applied (Yes / No) |
Decline Fee Amount | Amount of the decline fee charged |
Payment & Decline Details
Column | Description |
|---|---|
Payment Method Used | Specific payment method attempted (Credit Card, ACH, etc.) |
Payment Method Classification | Primary, Backup, or Other |
Try Method | Automatic (dunning) or Manual (staff-initiated) |
Employee Name | Name of the employee who processed the attempt, if Manual |
Decline Reason | Specific reason for failure (Insufficient funds, Card expired, etc.) |
Decline Type | Soft decline, Hard decline, or No decline |
Reconciling with the Membership Payments Report
The Membership Payments report now includes a Total Tries column and a Try Number filter, letting you cross-validate the same invoice set across both reports. Use the Invoice Type filter in both and confirm Total Tries and amounts match.
The two reports operate at different granularities: this report is try-level (one row per collection attempt), while the Membership Payments report is invoice-level (one row per invoice). Because each invoice can have multiple tries, a direct row count will never match — but the invoice sets and financial totals can be fully reconciled by following the steps below.
Align on Invoice Type. In this report, set Invoice Type to Sale and Recurring. In the Membership Payments report, set Invoice Type to Recurring. Both selections produce the same underlying set of invoices.
Confirm the invoice list matches. After applying the Invoice Type filters above, the distinct set of Invoice Numbers in both reports should be identical.
Use Try Number 1 only for amount totals. Because this report has one row per try, summing Amount to Be Paid across all rows will overcount invoices with multiple attempts. To match the Membership Payments report, filter this report to Try Number = 1 before summing invoice amounts, so each invoice is counted only once.
Reconcile Total Tries. When comparing Total Tries across reports, exclude invoices with Total Tries = 0 in the Membership Payments report, as those represent invoices with no collection attempt recorded and will not appear in this report.
Exclude Waived invoices. In the Membership Payments report, exclude invoices with a Collection Status of Waived. Waived invoices do not generate collection attempts and will have no corresponding rows in the Tries report.
FAQs
Does this report include manual collection attempts?
Yes. Both automatic dunning attempts and manual staff-initiated collection attempts appear. The Try Method column indicates which type each row represents.
Why does a single invoice appear on multiple rows?
Each row represents one attempt. If an invoice was attempted three times, it appears on three rows — one for each try.
What is a Soft decline vs. a Hard decline?
A soft decline is a temporary failure (for example, insufficient funds) where a retry may succeed. A hard decline is a permanent failure (for example, invalid card number) where retrying is unlikely to succeed without guest action.