Membership Sales 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
Membership Sales Report	https://dashboard.boulevard.io/reports/membership_sales

Overview

The Membership Sales report helps you track new and recurring membership sales across your locations and plans. It captures every membership charge event — sale amount, discounts, refunds, and tax — broken out by plan, category, staff, and location, so you can measure revenue and volume without needing to look at status or lifecycle data.

Use this report to monitor overall membership revenue, evaluate which staff and plans are driving new versus recurring sales, and review refund activity to spot potential churn or operational errors. It's especially useful for comparing performance across locations and membership categories, since you can see which plans are generating growth and which locations show rising refunds or declining new sales.

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
Understand overall membership sales performance	Review total membership revenue, new vs. recurring sales, and tax collected to monitor membership financial performance.	What were my total membership sales this period? How much came from new vs. recurring memberships? What tax was collected?
Evaluate staff-level membership sales contribution	Compare which staff members are driving new and recurring membership purchases.	Which staff sell the most new memberships? Which staff have the highest recurring membership billing totals?
Monitor refund activity	Review refunded new and recurring membership sales to identify potential churn issues or operational errors.	Which memberships were refunded the most? Are refunds increasing for specific locations or staff?
Track membership volume and mix	Measure how many new, recurring, and total memberships were sold or billed in the selected period.	How many new memberships did we sell? How many recurring memberships were billed? What’s the total number of memberships?
Analyze membership category and plan performance	Compare performance across membership categories and plans to determine which products are driving growth.	Which membership plans generate the most revenue? Which categories produce the highest recurring sales?
Location-level membership revenue tracking	Compare membership sales performance across locations for operational and financial analysis.	Which location has the highest membership sales? Which location has rising refunds or declining new membership sales?

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: Financials reporting > Sales - Self or Everyone
- 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, a membership must have been sold to at least one client.

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.	Beverly Hills	Yes
Membership name	The name of the membership plan.	Unlimited Monthly	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Membership category name	The category assigned to the membership plan.	Membership	Yes
New membership sale amount	Membership sales in dollars for new membership purchases before discounts, refunds, and tax.	$125	No
Recurring membership sale amount	Membership sales in dollars for recurring membership renewals before discounts, refunds, and tax.	$75	No
Total membership sale amount	Membership sales in dollars for all membership line items (new and recurring) before discounts, refunds, and tax.	$200	No
New membership net amount	Membership sales in dollars for new membership purchases after discounts and refunds, excluding tax.	$115	No
Recurring membership net amount	Membership sales in dollars for recurring membership renewals after discounts and refunds, excluding tax.	$70	No
Total membership net amount	Membership sales in dollars for all membership line items (new and recurring) after discounts and refunds, excluding tax.	$185	No
New membership count	Total count of new membership line items aggregated by the current grouping.	3	No
Recurring membership count	Total count of recurring membership line items aggregated by the current grouping.	2	No
Total membership count	Total count of membership line items (new + recurring) aggregated by the current grouping.	5	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.	Beverly Hills	Yes
Membership name	The name of the membership plan.	Unlimited Monthly	Yes
Membership category name	The category assigned to the membership plan.	Membership	Yes
New membership sale amount	Membership sales in dollars for new membership purchases before discounts, refunds, and tax.	$125	No
Recurring membership sale amount	Membership sales in dollars for recurring membership renewals before discounts, refunds, and tax.	$75	No
Total membership sale amount	Membership sales in dollars for all membership line items (new and recurring) before discounts, refunds, and tax.	$200	No
New membership net amount	Membership sales in dollars for new membership purchases after discounts and refunds, excluding tax.	$115	No
Recurring membership net amount	Membership sales in dollars for recurring membership renewals after discounts and refunds, excluding tax.	$70	No
Total membership net amount	Membership sales in dollars for all membership line items (new and recurring) after discounts and refunds, excluding tax.	$185	No
New membership count	Total count of new membership line items aggregated by the current grouping.	3	No
Recurring membership count	Total count of recurring membership line items aggregated by the current grouping.	2	No
Total membership count	Total count of membership line items (new + recurring) aggregated by the current grouping.	5	No
Order date	Local date associated with the membership purchase	July 4, 2026	Yes
Location group	The location group the business location is associated with, if applicable.	West Region	Yes
Staff role name	Name of the role of the staff member associated with the membership sale.	Front Desk	Yes
Staff name	Full name of the staff member associated with the membership sale.	Jane Doe	Yes
Client last name	The client’s last name.	Nsibambi	Yes
Client name	The client’s full name.	Courtney Nsibambi	Yes
Membership ID	Unique identifier for the membership plan	47c4e170-65a9-401c-9435-cb8e8b2b96ba	No
Location ID	Unique identifier for the business location associated with the membership sale.	47cssa4e170-65a9-401c-9435-cb8e8b2b96ba	No
Location external ID	Unique identifier for the business location from an external system, if applicable.	LOC-001	No
Staff ID	Unique identifier for the staff member associated with the membership sale.	47c4e170-65a9-4ssssf01c-9435-cb8e8b2b96ba	No
Client ID	Unique identifier for the client record in the system.	47c4e170-65a9-401c-9sa435-cb8e8b2b96ba	Yes
Client external ID	Unique identifier for the client from an external system, if applicable.	CLIENT-001	No
New membership discount	Discount amount applied to new membership purchases in dollars.	-$10	No
Recurring membership discount	Discount amount applied to recurring membership renewals in dollars.	-$5	No
Total membership discount	Total discount amount applied to all membership line items (new and recurring) in dollars.	-$15	No
New membership refund amount	Total refunded amount for new membership purchases in dollars, excluding tax.	-$125	No
Recurring membership refund amount	Total refunded amount for recurring membership renewals in dollars, excluding tax.	-$75	No
Total membership refund amount	Total refunded amount for all membership line items (new and recurring) in dollars, excluding tax.	-$200	No
Membership tax amount	Total tax amount collected on membership sales (New and recurring) in dollars.	$14.8	No
Membership collected amount	The total amount collected from the client for membership purchases in dollars. Calculated as total membership net amount plus membership tax amount.	$199.8	No
New membership refund count	Total count of refunded new membership line items aggregated by the current grouping.	1	No
Recurring membership refund count	Total count of refunded recurring membership line items aggregated by the current grouping.	1	No
Total membership refund count	Total count of refunded membership line items (new + recurring) aggregated by the current grouping.	2	No
New membership client count	Total count of distinct clients associated with a new membership purchase aggregated by the current grouping.	3	No
Recurring membership client count	Total count of distinct clients associated with a membership renewal aggregated by the current grouping.	2	No
Total membership client count	Total count of distinct clients associated with a membership purchase or renewal aggregated by the current grouping.	5	No
Location tags	Location tags associated with the business location, if available.	NYC	Yes
Order tags	Order tags associated with the purchase of the membership	Member	Yes
Client tags	List of client tags associated with the client linked to the membership sale.	Loyal Client	Yes
Is membership active	Flag indicating whether the membership plan is currently active and available for purchase in the system (true = active).	True	Yes
Operator name	The name of the staff user who processed the order containing this membership sale.	Jane Doe	Yes
Sales channel	The purchase channel for the order containing this membership sale. Possible values include in-store and online.	In-Store	Yes
Discount name	Name of the offer or discretionary discount reason applied to the membership sale.	Summer Sale	No

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
"New Membership Sale" = the initial purchase; "Recurring" = all future renewals	This is commonly confused. New Membership Sales captures the first-time purchase of a membership plan. Every subsequent monthly charge for that same membership is a Recurring Membership Sale — not a new one.
This report does not show membership status or subscriber health	Membership Sales only shows charge events — it has no visibility into whether a membership is currently active, paused, past due, or cancelled. For membership status and lifecycle metrics, use the Membership Summary report.
Counts are line items, not clients	New, recurring, and total membership counts tally charge line items. A client billed multiple times in the period counts once per charge. Use the client count measures (New membership client count, Recurring membership client count) for unique buyers.

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
Understand overall membership sales performance	Review total membership revenue, new vs. recurring sales, and tax collected to monitor membership financial performance.	Use default configuration Columns: add Membership tax amount. Filters: set Order date to the period (defaults to Last Month); Location name = specific locations as needed.
Evaluate staff-level membership sales contribution	Compare which staff members are driving new and recurring membership purchases.	Filters: set Order date to the period; Location name = the location as needed. Group by: Staff name, Membership name. Columns: New membership sale amount, Recurring membership sale amount, New membership count, Recurring membership count. Sort by: New membership count descending.
Monitor refund activity	Review refunded new and recurring membership sales to identify potential churn issues or operational errors.	Filters: set Order date to the period. Group by: Location name, Membership name. Columns: New membership refund amount, Recurring membership refund amount, Total membership refund amount, Total membership refund count. Sort by: Total membership refund amount ascending (refunds are negative).
Track membership volume and mix	Measure how many new, recurring, and total memberships were sold or billed in the selected period.	Filters: set Order date to the period. Group by: Order date (month), Membership name. Columns: New membership count, Recurring membership count, Total membership count, Total membership sale amount.
Analyze membership category and plan performance	Compare performance across membership categories and plans to determine which products are driving growth.	Filters: set Order date to the period. Group by: Membership category name, Membership name. Columns: Total membership sale amount, Recurring membership sale amount, Total membership net amount, Total membership count. Sort by: Total membership sale amount descending.
Location-level membership revenue tracking	Compare membership sales performance across locations for operational and financial analysis.	Use default configuration. Columns: add Total membership refund amount and Membership tax amount. Filters: set Order date to the period; Location group = the region as needed. Sort by: Total membership sale amount descending.