Membership cancellation report

Filters

Report Filter

Hyperlink

The following filters are available on the Membership Cancellation report page: Package, Package Category, Membership Cancellation Range, Member, Customer Type, Customer City, Customer State, Customer Zip/Postal Code, Demographic, and Package Site.

Click the Report Filter link to learn more about reports and their filters.

Options

Summary Report

Checkbox

Select the Summary Report checkbox to produce a summary report.

If the checkbox is not selected, a more detailed report will be produced with additional customer information such as address, age, gender, work and cell phone numbers, and residency status.

Residency

Dropdown list

Include enrollees on the list based on their residency status:

• Active Residents (have current residency status)

• Non-Residents (do not have residency status)

• Expired Residents (have residency status, but it has expired)

• All Customers

Retired

Dropdown list

Option to filter reports by customer status. The options are:

• All Customers - includes both retired and active customers

• Exclude Retired - includes only active customers

• Only Retired - includes only retired customers

Primary Members Only

Checkbox

Option to display only primary members in the report.

These are the primary customers that the membership packages are assigned to.

If this option is not selected, all members attached to the membership will be displayed, and (P) will be used to indicate the primary member.

Renewable Packages Only

Checkbox

Option to only include customers with renewable packages in the report.

Date range

To use this report to identify customers who will become ineligible for their current package within a specific date range, enter the date range here.

If you enter a date range, the report will only include those customers who have membership packages that expire within the date range and whose age will exceed the maximum age for the membership package at the package's expiry.

Show all Membership Custom Questions?

Select the Show all Membership Custom Questions? checkbox to display the custom questions and customers' answers in the report.

Custom questions are used during the creation of a receipt to record additional information about customers with regards to that particular transaction.

Custom Question Text to Print

Choose one of the following options from the Custom Question Text to Print drop-down list that you want to display on the report:

• Full Question, OR

• Title Only

Show Incomplete Waivers Only?

Select the Show Incomplete Waivers Only? checkbox to display incomplete waivers in the activity on the roster.

These are waivers that still require a customer's signature in order to be considered complete.

Select the Show Customer Alternate Keys? checkbox to include alternate keys and information relating to the alternate keys in the report.

To display the customers' date of birth in the report, click Show Customer DOB?

To display the customers' email address in the report, click Show Customer Email?

To show either the mailing address or the residential address for each customer in the report, select one of the following options:

• Mailing Address: Show only the customer mailing address.

• Residential Address: Show only the customer residential address.

Note: The Show Customer Address list will be disabled if the Summary Report option is selected.

Select this option to restrict the report to members who are eligible for third party support.

Overused Passes Only

Select the Overused Passes Only checkbox to include membership punch cards that have been used over the number of allotted punches in this report.

Include Membership Cancellation

Dropdown list

Option to view memberships due to be cancelled in future and project revenue for upcoming months.

The following options are available:

• All
• Cancelled Memberships Only (selected by default)
• Projected Cancellation Only

Projected cancellation memberships are as follows:

• Renewable memberships in which the Automatic Renewal dropdown > Do not automatically renew option is selected.
• Memberships that are scheduled to automatically cancel at renewal.
• Memberships that are cancelled and scheduled with future cancellations.

Output Type

Dropdown list

Option to select the output type or format of the report, from a predefined list.

The options are Adobe Acrobat Reader, HTML, or Microsoft Excel.

Sort Options

Sort Options

Dropdown list

Option to sort the report either by Customer Name, Zip Code + Address, or Zip Code + Customer Name.

Click the Report Filter link to learn more about using sort options.

Save Report Definition

Report Title

Text

Option to save the report definition for later use.

Click the Report Filter link to learn more about report titles.