This report lists customer memberships and their membership packages that have been automatically renewed. The report includes member name, package name, renewal type, renewal amount, and the date the membership expires.
Reports > Membership Reports > Membership Autorenewal
Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.
This following fields are available on the Membership Auto Renewal report page:
Name of Field |
Type |
Description |
Filters |
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Report Filter |
Hyperlink |
The following filters are available on the Membership Auto Renewal report page: Package, Package Category, Membership Start Date Range, Autorenewal Transaction Date Range, Membership Expiration Date Range, Pass Number Range, Customer, Customer Type, Customer City, Customer State, Customer Zip/Postal Code, Demographic, and Package Site.
Note that with the Customer filter, if a 'Mailing Name' had been included in the customer's information in your system's database, this name will appear in place of the selected customer's name on the Membership Autorenewal report.
Click the Report Filter link to learn more about reports and their filters. |
Options |
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Show |
Dropdown list |
Choose one of the following:
Only Rejected - To include only rejected membership autorenewal transactions in the report, select this option.
Only successfully renewed transactions that auto-payment failed and balance placed on account - To only include those transactions that renewed successfully but that had an automatic payment that failed, select this option.
Note: This option is only available on the Show list if you have selected Renew successfully and place balance to customer account for the If auto-payment fails option on the Membership Configuration page.
All - To include only memberships that are for autorenewal in the future, but have not been autorenewed yet, select this option. |
Retired |
Dropdown list |
Option to filter reports by customer status. The options are:
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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. |
Save Report Definition |
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Report Title |
Text |
Option to save the report definition for later use.
Click the Report Filter link to learn more about report titles. |