This report displays all client memberships. You can use this report to assess the number of clients categorized as new or existing members, the specific types of memberships each client holds, the membership status, generated revenue, and the duration of the membership contract.
Things to Know:
- This report can be accessed from both the parent and child level
- For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Clients section, select the Membership Roster report
When the report loads, you can filter by a specific location, staff, status, date, and member type (new or existing). You can also export the report as a CSV, PDF, or print version.
Once you have selected your filters, click on the UPDATE button to generate the desired data.
Report Filters
Filter | Description |
Location | The location where the membership was purchased |
Staff | The staff member chosen in the commission filter during the purchase of a membership ticket |
Status | The status of the client's membership, such as active, paused, cancelled, etc |
Date | |
Purchased Date | This range determines the date when the ticket for the membership purchase was closed. If no ticket was created, it defaults to the date when the membership was added to the client's profile. |
Member |
The member filter allows you to filter by:
When you filter by Existing Members:
When you filter by New Members:
|
Report Columns
Column | Description |
Name | The name of the membership |
Client | The name of the client who purchased the membership |
Email |
The email address for the client |
Phone Number | The phone number of the client |
Address | The address of the client. The visibility of this column is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com. |
Date of Birth | The date of birth of the client. The visibility of this column is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com. |
Autopay Amount | The price of the membership before discount |
Cumulative Revenue | The price of the membership after discount + monthly membership fees |
Location | The location where the membership was purchased |
Purchase Date | The date the membership was purchased |
Start Date | The start date of the membership |
End Date | The end date of the membership |
Cancellation Date | The date the membership was cancelled |
Last Bill Date | Last date the membership fee was charged |
Next Bill Date | Next date the membership fee will be charged |
Billing Cycle | The day of the month on which the membership fee will be charged. Membership fees can be scheduled to be charged on a specific day of the month or based on the date of purchase. |
Auto Renew |
Indicates whether the membership will automatically renew after the initial period has ended. Options include Yes and No. |
Status | The status of the client's membership (active, paused, cancelled, etc.) |