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Memberships Summary Report

This report is available for Membership & Package builder Beta test participants.

Training BLVD avatar
Written by Training BLVD
Updated over a week ago

Overview

The membership summary report gives you insight into all of your membership plans and their usage. Learn about how many clients are active per membership, how many have churned, and more.

Default Metrics

Metric

Definition

Membership Name

The name of the membership

# Clients Active

The number of clients active on the membership

# Clients Past Due

The number of clients past due on the membership

# Clients Paused

The number of clients who have paused the membership

# Clients Canceled

The number of clients who have canceled the membership

Client Churn %

The % of clients who have canceled the membership who were active in the previous recurring period

Client Retention %

The % of clients who are active on the membership that were active in the previous recurring period

Secondary Metrics

Metric

Definition

Membership ID

The ID of the membership

Membership Plan State

The state of the membership plan, active or inactive

Location Name

The location where the membership was purchased

Customization Options

It's recommended to group by the following measures:

  • Location name

  • Membership name

  • Membership plan state

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