Memberships Past Due Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Memberships Past Due Report	https://dashboard.boulevard.io/reports/memberships_past_due

Overview

The Memberships Past Due report helps you identify members with failed or overdue payments before they churn. It provides a live snapshot of every membership currently in a past-due state, including how long it's been overdue and why the payment failed.

Use this report to prioritize client outreach for collections, diagnose billing failures, and understand your total financial exposure from unpaid dues. It's especially useful for preventing involuntary churn, since you can filter by location, plan, or days past due to identify which clients are closest to losing membership access and need attention first.

Note: This report only shows memberships currently in a past-due state — once a membership is resolved, reactivated, or cancelled, it drops off the report and won't show up in historical form. Days Since Past Due is also calculated dynamically as of today, so the same membership will show a higher value each day it's viewed. See the Report Caveats section below for how the "Waive Past Due Membership Charges" setting affects Past Due Amount Owed.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Identify memberships with outstanding balances	Quickly surface all memberships currently in a past-due status, including how long each has been overdue.	Which memberships are currently past due? How many days overdue is each membership?
Understand why payments failed	Review the decline reasons and retry attempts to diagnose billing failures and decide next actions.	Why did this membership’s payment fail? Was it insufficient funds, expired card, or another issue?
Prioritize client outreach for collections	Determine which clients require immediate attention based on days past due and amount owed.	Which clients owe the highest past-due amounts? Who has been past due the longest?
Prevent involuntary churn	Identify clients at risk of losing membership access so teams can initiate recovery or payment-update workflows.	Which customers are approaching involuntary cancellation due to non-payment? Who should we contact first to prevent churn?
Audit renewal attempts and system behavior	Review last charge attempt, number of renewals, and payment retry history for operational accuracy and support escalations.	When was the last payment attempt made? How many successful renewals occurred before the payment failed?
Evaluate financial exposure from unpaid dues	Understand how much unpaid revenue is outstanding across memberships.	What is the total past-due amount owed? Which membership plans or locations carry the highest financial risk?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Client Reporting > Client Subscriptions
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, your memberships must be set up and active.

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group By (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location name	Name of the business location associated with the membership sale.	New York	Yes
Client name	The client’s full name.	Billie Eilish	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Membership name	The name of the membership plan.	My Great Membership	Yes
Date sold	The date the membership was first sold to the client.	2026-01-07	Yes
Latest decline reason	The last reason the renewal payment declined (i.e. “insufficient funds”)*	Missing Payment Method	No
Last charge attempt date	The most recent date that a user or the Boulevard system retried the renewal payment.	2026-02-14	No
Past due amount owed	The total amount owed by the client since the membership became past due. Only applies to customers who do not have waived past due membership charges setting turned on.	$2.00	No
Client email address	The client’s primary email address.	email@email.com	No
Client mobile phone number	The client’s mobile phone number.	+1 4244858689	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Location name	Name of the business location associated with the membership sale.	New York	Yes
Client name	The client’s full name.	Billie Eilish	Yes
Membership name	The name of the membership plan.	My Great Membership	Yes
Date sold	The date the membership was first sold to the client.	2026-01-07	Yes
Latest decline reason	The last reason the renewal payment declined (i.e. “insufficient funds”)*	Missing Payment Method	No
Last charge attempt date	The most recent date that a user or the Boulevard system retried the renewal payment.	2026-02-14	No
Past due amount owed	The total amount owed by the client since the membership became past due. Only applies to customers who do not have waived past due membership charges setting turned on.	$2.00	No
Client email address	The client’s primary email address.	email@email.com	No
Client mobile phone number	The client’s mobile phone number.	+1 4244858689	No
Past due date	The calendar date on which the client’s membership entered its current past due state.	2026-02-08	Yes
Transaction ID	Unique identifier for the transaction associated with the renewal attempt	364c1c72-dd91-4196-b133-b0a1f4ecaac5	Yes
Location group	The location group the business location is associated with, if applicable.	West Coast	Yes
Client ID	Unique identifier for the client record in the system.	2c91d997-4184-4e06-a534-ac96a27dceff	No
Membership category name	The category assigned to the membership plan.	Travel	Yes
Membership price	The price for the current memberhsip term paid by the client	$12.00	No
Term number	The number of times the membership has renewed.	2	No
Days since past due	The number of days the membership has been in a past due status (for example, 90 days).	6	No
Location ID	Unique identifier for the business location associated with the membership sale.	893203d8-8921-4e89-a8d0-fc43dfcbfc61	No
Location external ID	Unique identifier for the business location from an external system, if applicable.	1ddf3ea3-56f7-44ea-acf5-f7d93bedae78	No
Client external ID	Unique identifier for the client from an external system, if applicable.	893203d8-8921-4e89-a8d0-fc43dfcbfc61	No
Membership plan ID	Unique identifier for the membership instance associated with the client	716f8a04-88bc-4bab-9366-b309dcf72a20	No
Membership ID	Unique identifier for the membership plan	4aa89b5f-c9b2-4163-8034-559b1e7fce28	No
Renewal cycle	The frequency at which the membership renews (for example, monthly or annually).	1 month(s)	Yes
Location tags	Location tags associated with the business location, if available.	Charlotte	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
This report only shows memberships currently in a past-due state	This report is a live snapshot of memberships that are past due at the time it is run. It does not show historical past-due memberships that have since been resolved, reactivated, or cancelled. If a membership exits a past-due state (via successful payment or cancellation), it will no longer appear in this report.
Past Due Amount Owed does not apply when "Waive Past Due Membership Charges" is enabled	If a business has the "Waive Past Due Membership Charges" setting turned on, the Past Due Amount Owed will only reflect one period's membership price — not the full accumulated balance across missed renewals. This setting means the system will not attempt to collect back-owed renewal amounts; it will only charge the client to reactivate their membership on the next renewal cycle. Businesses using this setting should not use Past Due Amount Owed to estimate total outstanding balances.
Latest Decline Reason reflects only the most recent failed attempt	The Latest Decline Reason shows the decline reason from the most recent charge attempt only — it does not show a history of all past decline reasons for that membership. If the decline reason changed between attempts (e.g. from "Insufficient Funds" to "Missing Payment Method"), only the latest reason is visible here. Use Last Charge Attempt Date alongside this field to understand when the latest failure occurred.
Term Number reflects successful renewals, not failed attempts	Term Number counts the number of times the membership has successfully renewed — it increments only on completed, paid renewal cycles. Failed renewal attempts do not increment the term number. A membership that has been past due since its first renewal attempt will show Term Number = 1 (the initial sale only).
Days Since Past Due is calculated from the current date at query time	Days Since Past Due is computed dynamically as the number of days between the past-due start date and today. This value will change each day the report is viewed — it is not a static snapshot. Exported data will reflect the day it was downloaded, and re-running the report on a later date will show higher values for the same memberships.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Identify memberships with outstanding balances	Quickly surface all memberships currently in a past-due status, including how long each has been overdue.	Columns: add Days Since Past Due. Filters: set Past Due Date to the period you want to review; filter by Location Name or Location Tags as required; sort by Days Since Past Due descending to surface longest-overdue memberships first.
Understand why payments failed	Review the decline reasons and retry attempts to diagnose billing failures and decide next actions.	Filters: filter by Location Name to scope to a specific location; filter by Latest Decline Reason to isolate a specific failure type (e.g. Insufficient Funds, Missing Payment Method); set Past Due Date as required.
Prioritize client outreach for collections	Determine which clients require immediate attention based on days past due and amount owed.	Columns: add Days Since Past Due, Renewal Cycle. Filters: set Past Due Date as required; filter by Location Name or Location Tags as required; sort by Past Due Amount Owed descending to prioritize highest balances, or by Days Since Past Due descending to prioritize longest overdue.
Prevent involuntary churn	Identify clients at risk of losing membership access so teams can initiate recovery or payment-update workflows.	Columns: add Days Since Past Due, Term Number. Filters: set Past Due Date to month-to-date or a recent window; filter by Location Name or Location Tags as required; sort by Days Since Past Due descending to prioritize the clients closest to cancellation.
Audit renewal attempts and system behavior	Review last charge attempt, number of renewals, and payment retry history for operational accuracy and support escalations.	Columns: add Term Number, Days Since Past Due, Membership Price, Renewal Cycle. Filters: filter by Client Name to investigate a specific client; set Past Due Date as required; filter by Location Name as required.
Evaluate financial exposure from unpaid dues	Understand how much unpaid revenue is outstanding across memberships.	Group by: Membership Name, Membership Category Name. Columns: Past Due Amount Owed. Filters: set Past Due Date as required; filter by Location Name or Location Tags to scope to specific locations; sort by Past Due Amount Owed descending to surface highest-risk plans first — note: Past Due Amount Owed shows $0 for memberships where only the first renewal has failed; see caveats.