Membership auto-renewal cancellation

This report lists records of customer who cancelled their auto-renewals. This report includes customer information, membership details, auto-renewal status and auto-renewal cancelation information.

Location

Reports > Membership Reports > Membership Auto-renewal Cancellation

 

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 Cancellation report page: Package, Package Category, Package Site, Membership Start Date Range, Membership Cancel Auto-renewal Date, Membership Expiration Date Range, Customer, Customer Type, Customer City, Customer State, and Customer Zip/Postal Code.

 

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

Options

Current auto-renewal tatus

Dropdown list

Choose one of the following:

 

Both - To include memberships with auto-renewal set to On and Cancelled.

 

Autorenewal on - To only include those memberships with auto-renewal set to On.

 

Cancelled only - To include only memberships with auto-renewal set to Cancelled.

Include Historical Data

Checkbox

Option to include historical data.

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

Include membership

Dropdown list

Option to filter memberships by whether they are retention eligible. The options are:

  • All - includes both retention eligible memberships and non-eligible memberships

  • Retention Eligible Memberships only

  • Non-eligible Memberships only

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.