Welcome to the Help Center

Membership Roster Report

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:

  • 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:

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

11501223-783ae7a8378e5af479938b92f2e71177.png

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  
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

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.) 
Powered by Zendesk