Membership renewal expirations

This report show the number of current membership renewals and future expirations of selected membership packages. This includes the number of late and early renewals, the number of memberships that will expire within 1, 2, or 3 or more years, and current renewal percentages.

Location

Reports > Membership Reports > Membership Renewal Expirations

 

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 Renewal Expirations report page:

Name of Field

Type

Description

Filters

Report Filter

Hyperlink

The following filters are available on the Membership Renewal Expirations page: Package, Package Category, Package Site, Customer Type, Demographic, Geographic Area and Age Range.

 

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

Options

Current Renewals

Numeric

Option to consider memberships that have been renewed within a selected number of days as current.

 

For example, if 7 is selected, then all renewals made within the past 7 days are considered current renewals.

Report Date Range

Radio Buttons/Date

Option to include records using one of the following date range options:

  • Last month: Include membership renewals during the last month.

  • Year to end of last month: Include membership renewals from the start of the year up to end of the  last month.

  • Custom: Include membership renewals during the selected date range. Click the icon to select the date range.

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

Group Report By

Dropdown list

Option to group records by the following options:

  • Package category + Package site: Group records by package category, then by package site.

  • Package site + Package category: Group records by package site, then by package category.

  • Package category + Package site + Gender: Group records by package category then by package site and customer gender.

  • Package site + Package category + Gender: Option to group records by package site, then by package category and customer gender.

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.