Overview
The memberships report provides details on all of your memberships and your clients who are subscribed. Learn about when a client started their membership, how often the membership recurs, if the membership is active, and much more!
Default Metrics
Metric | Definition |
Membership ID | the ID of the membership |
Membership Name | the name of the membership |
Staff Seller | the staff member who sold the membership to the client |
Recurring Frequency | how often the membership recurs (e.g. monthly, annually, etc.) |
Membership Status | the status of the membership (e.g. active, paused, past due, canceled, cancellation scheduled) |
Date Sold | the date the membership was first sold to the client |
Billing Date | the day of the month when the membership recurs |
Location Name | the name of the location where the membership was sold |
Client Name | the client who purchased the membership |
Pause Date | If the membership is currently paused, the date it was paused. |
Cancel Date | The date this membership was canceled. |
Secondary Metrics
Metric | Definition |
Discounts Available | if a discount is available as a perk on the membership |
Membership Change Reason | the reason why the state of the membership was changed |
Membership Plan ID | the ID of the membership plan |
Scheduled Cancellation Date | The date a membership is scheduled to cancel |
Cancellation Reason | Reason for scheduling or cancelling a membership |
Customization Options
It's recommended to group by the following measures:
Membership Name
Staff Seller
Recurring Frequency
Membership Status
Location
Client Name
Membership Change Reason