The Membership by Customer report lists customers and their membership packages. For each customer, the report includes the customer name, member number, membership packages owned, pass number, membership expiration date, and any amount due on the account.
Go to Reports > Membership Reports > Membership by Customer.
In the Filters section, specify the Packages, Membership Start Dates, Transaction Dates/Times, Package Sites, and/or any other details that you want to use to filter the report, if necessary.
In the Options section:
To hide the customer address, age, gender, work and cell phone numbers, and residency status on the report, select Summary Report.
Choose one of the following from the Membership Report Style list:
To show general customer and membership details, including the amounts due on membership accounts, select Normal.
To list membership packages that may be renewed and show renewal amounts instead of the amounts due on membership accounts, select Renewal Report.
To produce membership renewal invoices (instead of a report) that may be sent to customers whose memberships are expiring or have already expired:
Select Renewal Invoices.
Enter the text to appear on each invoice in the Invoice Terms box.
To display payment information on the report, select Show Payment Options.
Select the Output Type for the report.
Select any other necessary information that you want to include in the report.
In the Sort Options section, select the method that you want to use to sort the report data.
Click Run Report.
Note: For complete descriptions of the options on this page, click here.