Membership Event Summary 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 Event Summary Report	https://dashboard.boulevard.io/reports/membership_event_summary

Overview

The Membership Event Summary report helps you get a clear picture of how your membership base is growing or declining over time. It tracks new activations, pauses, cancellations, and past-due transitions within any date range, showing how memberships and clients moved from a starting status to an ending status across the period.

Use this report to monitor active membership base size, measure growth from new activations, and track cancellations and churn by plan or location. It's especially useful for identifying revenue at risk before it churns, since you can see past-due and scheduled-cancellation memberships alongside client retention and churn percentages to understand overall subscriber base health.

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
Monitor active membership base size	Track how many memberships and clients are active at the start and end of any period.	How many active memberships do I have right now? How does that compare to last month?
Measure growth and new activations	See how many new memberships were activated during the period.	How many new memberships were sold this month? Which plan had the most new activations?
Track cancellations and churn	Identify how many memberships were cancelled during the period and which plans or locations have higher cancellation rates.	Which memberships were refunded the most? Are refunds increasing for specific locations or staff?
Monitor at-risk memberships	Track past-due and scheduled-cancellation memberships to identify revenue at risk before it churns.	How many memberships are past due? How many cancellations are already scheduled?
Retention and churn rate analysis	Use client retention %, client churn %, and retained/churned counts to evaluate how well memberships are being retained.	What percentage of membership clients were retained during this period? What percentage of membership clients churned during this period? Which membership plans or locations have the highest retention or churn rates?

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, there must be activity for one active membership (new sale, refunded sale, renewal term, cancellation, etc.).

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 subscription.	McKinney TX	Yes
Membership Name	The name of the membership plan.	Gold Membership	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Starting active membership count	The number of memberships that were active or paused at the beginning of the selected period.	2	No
Memberships activated	The number of new memberships activated and any previous memberships that moved from paused or past due to an activated status in the selected period	4	No
Memberships paused	The number of memberships that moved into a paused status during the selected period.	1	No
Memberships past due	The number of memberships that moved into a past-due status during the selected period.	0	No
Memberships Scheduled Cancellation	The number of memberships that moved to a cancellation-scheduled status during the selected period.	2	No
Memberships cancelled	The number of memberships that were canceled during the selected period.	0	No
Ending active membership Count	The number of memberships that remain active or paused at the end of the selected period after all changes are applied.	1	No
Client retention %	The percentage of clients who remain active on the membership and were also active in the previous recurring period.	68%	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 subscription.	McKinney TX	Yes
Membership Name	The name of the membership plan.	Gold Membership	Yes
Membership category name	The category assigned to the membership plan.	Beauty Bank Memberships	Yes
Starting active membership count	The number of memberships that were active or paused at the beginning of the selected period.	2	No
Memberships activated	The number of new memberships activated and any previous memberships that moved from paused or past due to an activated status in the selected period	4	No
Memberships paused	The number of memberships that moved into a paused status during the selected period.	1	No
Memberships cancelled	The number of memberships that were canceled during the selected period.	0	No
Memberships past due	The number of memberships that moved into a past-due status during the selected period.	0	No
Memberships Scheduled Cancellation	The number of memberships that moved to a cancellation-scheduled status during the selected period.	2	No
Ending active membership Count	The number of memberships that remain active or paused at the end of the selected period after all changes are applied.	1	No
Client retention %	The percentage of clients who remain active on the membership and were also active in the previous recurring period.	68%	No
Membership Status at Start	The membership status of each membership as of the start date of the selected period. Used as a cohorting dimension to track how memberships transition from their starting state (e.g., active, paused, scheduled to cancel, past_due) to their ending state within the selected period, enabling analysis of status movement across rows and columns in the report. Cancelled memberships are excluded from this starting status dimension.	Active	Yes
Date range	The reporting period date used to evaluate membership status changes.	2026-07-01	Yes
Location ID	Unique identifier for the business location associated with the membership sale.	2c91d997-w34r4-ebfdnikfd	No
Location External ID	Unique identifier for the business location from an external system, if applicable.	LOC-001	No
Location Group	The location group the business location is associated with, if applicable. Used for grouping and rollups.	West Coast	Yes
Staff external ID	External system identifier for the staff member who was associated with the initial sale of the membership, if provided by the business.	staff123-ab	No
Staff alternate ID	Alternate identifier for the staff member associated with the initial sale of the membership, if provided by the business.	2c91d997-w34r4-ebfdnss-de3sikfd	No
Staff role name	The role of the staff member at the time they were associated with the initial sale of the membership.	Service Provider	No
Staff ID	Unique identifier of the staff member associated with the initial sale of the membership.	2997-w34r4-ebfdnss-de3sikfd	Yes
Staff name	The full name of the staff member associated with the initial sale of the membership.	Alana Porter	Yes
Membership ID	Unique identifier for the membership plan	300565c4-822342-sb3662v	No
New memberships activated	The number of new memberships activated during the selected period.	5	No
Starting active client count	The number of clients that have at least one active or paused membership at the beginning of the selected period.	3	No
New Clients Activated	The number of new clients who purchased a membership at the beginning of the selected period.	2	No
Paused client count	The number of clients who had a membership move to paused status.	1	No
Canceled client count	The number of clients who had a membership move to cancelled status.	1	No
Past due client count	The number of clients who had a membership moved to past due status.	2	No
Scheduled cancellation client count	The number of clients who had a membership moved to cancellation-scheduled status during the selected period.	0	No
Ending active client count	The number of clients who have an active or a paused membership at the end of the selected period.	0	No
Churned client count	The number of clients who canceled the membership and were active in the previous recurring period.	0	No
Retained client count	The number of clients who remain active on the membership and were also active in the previous recurring period.	5	No
Client churn %	The percentage of clients who canceled the membership and were active in the previous recurring period.	24%	No
Location Tags	Location tags associated with the business location, if available.	Southwest	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
Starting and Ending counts are fixed point-in-time snapshots	Starting active count = memberships active or paused immediately before the period start date. Ending active count = memberships active or paused as of the period end date. These are frozen snapshots: a membership cancelled mid-period and then reactivated still counts as active at period end if it was active on that end date.
Status transitions within the period can count a membership more than once	A membership that went active, then paused, then cancelled in a single period contributes to both the Paused count and the Cancelled count. The counts reflect state transitions that happened during the period, not final end-states only.
Scheduled Cancellation memberships are still active	Memberships scheduled for cancellation count as active in the Ending count if their status is still active on the end date. Memberships Scheduled Cancellation is an early warning signal; they have not churned until the cancellation actually occurs.
Retention and churn compare against the previous period	Client retention %, Client churn %, and the retained/churned counts measure who was active in the previous period and stayed or left. Changing the date range changes the comparison base, so rates from different range lengths are not comparable.

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
Monitor active membership base size	Track how many memberships and clients are active at the start and end of any period.	Use default configuration. Filters: set Date range to the period ending today. Starting and Ending active counts frame the period; rerun with last month's range to compare.
Measure growth and new activations	See how many new memberships were activated during the period.	Use default configuration. Columns: add New memberships activated. Filters: set Date range to the month. Sort by: New memberships activated descending; Membership Name is already in the grouping.
Track cancellations and churn	Identify how many memberships were cancelled during the period and which plans or locations have higher cancellation rates.	Use default configuration. Filters: set Date range to the period. Sort by: Memberships cancelled descending. For staff patterns: Group by: Staff name, Membership Name. Columns: Memberships cancelled, Memberships activated; Staff reflects the original seller.
Monitor at-risk memberships	Track past-due and scheduled-cancellation memberships to identify revenue at risk before it churns.	Use default configuration. Filters: set Date range to the current period. Memberships past due and Memberships Scheduled Cancellation are the at-risk figures; both still count in Ending active until they actually churn.
Retention and churn rate analysis	Use client retention %, client churn %, and retained/churned counts to evaluate how well memberships are being retained.	Use default configuration. Columns: add Client churn %, Retained client count, and Churned client count. Filters: set Date range to the evaluation period. Compare Client retention % across plans and locations; keep the range length consistent between runs since rates compare against the previous period.