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Memberships Summary

Overview of the Memberships summary which is a master list of all memberships based on status.

Will Patterson avatar
Written by Will Patterson
Updated over 10 months ago

Overview

The Memberships summary serves as a master list of business memberships and their status as of the current date. Additional columns may be added to this report, including the client's email address, SKU, and Barcode. It can also be filtered by status: Active, Inactive, and Past Due. Before additional columns are added, this report shows:

  • Client - client name

  • Plan - client membership type

  • Term # - number of paid terms to date

  • Price - client membership price

  • Start On - membership start date

  • End On - membership paid-through date

  • Status - current membership status (Active, Inactive, Cancelled, or Past Due)

Example Memberships Summary

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NOTE: This was formerly referred to as a classic report.

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