Membership summary export report

The Membership Summary Export report displays summarized membership totals in a format with columns that can easily be exported. The report includes information summarizing beginning units, joins, reinstatements, branch transfers in/out, package transfers in/out, terminations, retained terminations, and ending units, grouped by location.

 

    1. Go to Reports > Membership Reports > Membership Summary Export.

    2. In the Filters section, specify the Packages, Package Categories, Package Sites, and/or Date Period that you want to use to filter the report, if necessary.

    3. In the Options section:

      1. Select which records to include in the report from the Retained Membership In option:

        • To include retained members who still have the same package, select Same package.

        • To include retained members who purchased a different package, select Different package.

        • To include all retained members, whether on the same package or a different package, select Any package.

      2. Select whether you want to count multi-pass packages as a single pass or to count each member of the multi-pass individually from the Multi-Pass Packages option.

      3. Select whether or not you want to include retention-eligible passes in the report.

      4. Select the Output Type for the report.

    4. Click Run Report.

 

Note: For complete descriptions of the options on this page, click here. For descriptions of the totals in the report export, click here.

Related topics

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