Recurring Memberships reports
The Recurring Memberships Details and Recurring Memberships Summary reports show the details of the number of recurring memberships for which collections have been made successfully in a given time period.
To view this report, perform the following steps:
Make sure you have selected the center for which you want to run the report.
On the Main menu, click the Reports tab.
On the Reports Dashboard, click Finance > Collections (from the filter).
From the list of reports, click Collections - Recurring Memberships (Detail). The report opens in a new tab.
Make your selections in the Filter Criteria and click Refresh. The report opens.
To export the report, on the top right side of the report, click the Excel or .CSV icons.
Filters
Criteria | Options | Description |
|---|---|---|
Category | List of all Membership Categories | Select All Categories to view collections of all memberships. |
Time Period | Today, Last 7 days, Last 14 days, 1 Month, 2 Months, 3 Months, 6 Months, Custom | Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months. You can alternatively choose Custom from the list and specify custom dates. For custom dates, you can view data for a maximum date range of 6 months at a time. Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August. |
Column descriptions
Column | Description |
Invoice No | The number of the invoice |
Invoice Date | The date the invoice was generated |
Membership Code | The code associated with a membership |
Guest Name | The name of the guest |
Membership Name | The name of the membership |
Due Date | The date on which the membership payment was due |
Tried On | The date on which the collection of the fee was tried |
Attempts | The number of attempts made to collect the fee |
Payment Collected | The amount collected |
Remarks | Whether the attempt was successful or not |