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Membership Roster Report

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:

  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Clients section, select the Membership Roster report

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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:

  • After the first membership charge (custom charge / changing charge date), the membership will appear under existing when filtering by the date when it was charged.
  • Clients with suspended membership will be shown.
  • Clients with frozen memberships will be shown.
  •  

When you filter by New Members:

  • Clients with memberships that were paid for upfront will appear as they have no other charge after the upfront payment.
  • Clients with memberships purchased from today will be new when All Time is selected in the date filter in the report.
  • Clients will appear as NEW when filtering by other dates before the charge and NEW when filtering by All Time.
  • Clients with one membership will appear when filtering by dates before the first monthly membership charge and when filtering by All Time.
  •  

If a client has two memberships, the first one will be shown when you filter by New Member, while the second membership will show when you filter by Existing Member.

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.) 
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