Membership autorenewal

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.

Location

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

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

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:

  • All Customers - includes both retired and active customers

  • Exclude Retired - includes only active customers

  • Only Retired - includes only retired customers

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

Report Title

Text

Option to save the report definition for later use.

 

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