Tracking Memberships in Real Time
Memberships can be easily viewed in real time from the Memberships table within the Sales tab. Memberships are displayed based on the location you are viewing. This table allows you to easily search, sort, and filter your members to track down those that are past-due. It can also be filtered by status: Active, Inactive, and Past Due. Select any membership row to see the client profile, then click back out to pick up right where you left off.
Reporting on Membership Sales in Beta Reports
Boulevard offers a pre-formatted Subscriptions report within beta reports. This report includes:
Location Name - location where the client purchased the membership
Client - client name
Product Name - Name assigned to membership
Start On - Membership start date
End On - Membership paid-through date
Subscription Interval - The length of how often a client is billed
Term # - number of paid terms to date
Subscription MRR - Monthly revenue expected from memberships based on the price and interval.
Additional columns can be added to the subscriptions report including:
Client email - email associated with the purchasing client’s profile
Client ID - Client ID associated with the purchasing client’s profile
Created on - date when the membership was created in the Boulevard system
Location ID - ID Number that is assigned to each location inside the software.
Product ID - Back-end ID that is automatically created for a Product.
Subscription ARR - Annual revenue expected from memberships based on the price and interval.
Subscription status - The current status of a client's membership. This falls under the following statuses: Active, Past Due, Paused, and Canceled
Updated on - date when the membership was last updated (i.e. paused, canceled, etc.)
Customization Options
Boulevard’s Beta Reports allow you to create customizable templates so you can see your data the way you want. You can add or remove columns, filter data, or sort a report to view the data the way you prefer. See our Customizing Beta Reports support article on how to modify reports to suit your business’ needs.
Report Data
Report data defaults to transaction ID, but you can easily modify your data to view by client name, location name or product name by clicking customize and selecting the report data dropdown menu.
Rows Grouped By
You can also group your data by client name, location name, and product name.