The Membership Roster report provides a comprehensive view of all client memberships. Use this report to track member counts (new vs. existing), monitor plan statuses, analyze collected revenue, review contract durations, and project recurring cash flow.
Things to Know:
- The ability to access this report is governed by the "Accessing Reports" access control setting.
- Franchise Businesses: This report is accessible at both the parent (brand) and child (individual location) levels. Parent accounts can view and filter data across all child locations.
- A client is included in the report if their membership was active at any point during your selected date range. Even if a membership was cancelled, expired, or deleted later, it will still show up as long as it was active during the dates you selected.
- Deleting a membership does not remove it from past reports. If it was active during your chosen date range, it will still appear.
- Pet Businesses:
- Displays the pet’s name next to the owner (e.g., John Smith (Buddy)).
- Displays (deceased) if the pet has passed away (e.g., Buddy (deceased).
- Displays the pet’s name next to the owner (e.g., John Smith (Buddy)).
- This report is hidden for businesses that do not offer memberships.
- How Future Projections Are Calculated:
- Weekly Plans:
- Weekly Fee × 52÷12
- Bi-Weekly Plans (Every 2 Weeks):
- Bi-weekly Fee × 26÷12
- Monthly Plans: Standard monthly fee.
- Current Month: Monthly fee minus what the client already paid this month (floor of $0). If a membership ends or cancels within the current month, this month projects at $0.
- Future Months: Full months calculate the full monthly fee. Partial months (e.g., mid-month start or cancellation) are prorated by active days.
- Frozen / Paused Plans: Projects the pause fee until the scheduled unfreeze date, then resumes projecting the standard monthly fee.
- Paid-in-Full (Upfront): If set to auto-renew, projects the full renewal fee on the scheduled renewal date. If not auto-renewing, it projects at $0.
- $0 Projections: Cancelled, expired, suspended, free, or skipped memberships project at $0.
- Weekly Plans:
- For presale memberships, the report displays both the purchase date (when it was sold) and the start date (when it officially begins).
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 | Filters by the staff member selected for commission during the membership sale. |
| Status | The status of the client's membership, such as active, paused, suspended, cancelled, etc |
| Date | Sets the reporting window for member inclusion and Total Revenue calculations.
|
| Purchased Date | Filters by the date the purchase ticket was closed. If no ticket exists, defaults to the date the membership was added to the profile. |
| Member | Choose between All Members, New Members, or Existing Members:
|
| Membership Types | Multi-select dropdown to filter by specific membership tiers or plans. Includes a Legacy option for unassigned plans. Leave blank to show all. |
Report Columns
| Column | Description |
| Name | The name of the membership |
| Client | Name of the member (includes pet name if applicable) |
Email | The email address for the client |
| Phone Number | The phone number of the client |
| Address | Client's physical address. (Hidden by default; contact support@mytime.com to enable). |
| Date of Birth | Client's birth date. (Hidden by default; contactsupport@mytime.com to enable). |
| Autopay Amount | The base recurring fee before any discounts are applied. (For example, if a $100/month membership has a 20% discount, this column displays $100.00). |
| Total Revenue | Total Revenue: Directly controlled by your selected date range:
|
| Lifetime Revenue | Total cumulative revenue collected from the client since their membership start date. This column ignores the date filter completely. |
| Location | The location where the membership was purchased |
| Source of Purchase | Channel used to buy the membership:
|
| 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 | Scheduled billing day (e.g., specific calendar day of the month or anniversary of purchase). |
| Auto Renew | Indicates if the contract renews automatically at term end (Yes / No). |
| Status | Current state of the plan (Active, Paused, Suspended, Canceled, etc.). |
Related Articles:
- Global Memberships
- Indefinite Membership Configuration
- Term Membership Configuration
- Changing Associated Pet on Existing Memberships
- Changing Associated Family Member on Existing Memberships
- Upgrading or Downgrading Memberships
- Deleting Memberships
- Membership Payments Report
- Membership Conversion Report
- Membership Item Credits Report
- Membership Value Credits Report
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