This report displays information about membership transfers. This includes the name and phone number of customers who transferred from one package to another, the package they transferred from, and the package they transferred in to.
Reports > Membership Reports > Membership Transfer
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 Transfer Report page:
Name of Field |
Type |
Description |
Filters |
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Report Filter |
Hyperlink |
The following filters are available on the Membership Transfer Report page: Package, Package Category, Package Site, Customer Type, and Demographic.
Click the Report Filter link to learn more about reports and their filters. |
Options |
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Summary Report |
Checkbox |
Option to produce a either a summary or detailed report.
The summary report only displays the total number of transfers from and into a membership package, while the detailed report displays customer information of members who transferred from one package to another. |
Report Date Range |
Radio Buttons/Date |
Option to include records using one of the following date range options:
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For Multi-Pass Packages |
Radio buttons |
Option to count multi-pass packages as one only, or count each pass holder individually.
The options are:
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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. |