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.
Go to Reports > Membership Reports > Membership Summary Export.
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.
In the Options section:
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.
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.
Select whether or not you want to include retention-eligible passes in the report.
Select the Output Type for the report.
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.