Membership Roster Report – Help Center

This report shows all client memberships. You can use this report to assess how many clients are new or existing members, the type of memberships each client has, and the membership status, revenue generated, and contract period.

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 who was selected in the commission filter on the membership purchase ticket.
Status	The status of the client's membership (active, paused, cancelled, etc.)
Date
Member	The member filter allows you to filter by: All Members New Members Existing Members When you filter by Existing Members: Clients will appear as existing members when you filter by any date after the membership was purchased If the membership start date is in the future, clients will appear as existing members on any date after the membership start date Clients with suspended memberships will be shown as existing members Clients with frozen memberships will be shown as existing members When you filter by New Members: Clients will appear as new members when you filter by the date when the membership was purchased If the membership start date is in the future, clients will appear as new members on the membership start date

Report Columns

Column	Description
Name	The name of the membership
Client	The name of the client who purchased the membership.
Autopay Amount	The price of the membership.
Cumulative Revenue	The price of the membership + 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	Day of the month the membership fee will be charged. Membership fees can be charged on a specific day of the month or based on the purchased date.
Auto Renew	Indicates if the membership will renew automatically after the initial period has ended. Options are Yes and No.
Status	The status of the client's membership (active, paused, cancelled, etc.)