This report lists customers and their membership packages. This includes customer name, member number, membership packages owned, pass number, membership expiration date, and any amount due on the account.
Reports > Membership Reports > Membership by Customer
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.
Click the Package link to pop-up the Package Search page and then enter some criteria to select the activities. The package search results will be displayed on the Select Package page.
From the Select Package page, select the packages.
Click Add All Selected. To remove the packages, you can select the package in the list box then click Remove at the right side.
Click the Package Category link to pop-up the Package Category List page.
From the Package Category List page, select the package categories.
Click Add All Selected. To remove the package categories, you can select the package category in the list box then click Remove at the right side.
Click the calendar
icon 
beside the From
box and select a Beginning Date
of the membership start date from the pop-up calendar.
Click the calendar
icon beside the To
box and select an Ending Date
of the membership start date from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Click the calendar
icon beside the From
box and select a Beginning Date
of the membership expiration date from the pop-up calendar.
Click the calendar
icon beside the To
box and select an Ending Date
of the membership expiration date from the pop-up calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Click the
calendar icon beside
the From box and select
a Beginning Date for the
transaction from the pop-up calendar. Enter a specific time in
the text box on the right side of the calendar.
Click the
calendar icon beside
the Through box and select
an Ending Date for the
transaction from the pop-up calendar. Enter a specific time in
the text box on the right side of the calendar.
The Day of Week field beside the calendar icon will automatically be completed.
Click the Member link to pop-up the Member Search page and then enter some criteria to select the members. The member search results will be displayed on the Select Member page.
From the Select Member page, select the members.
Click Add All Selected. To remove the members, you can select the member in the list box then click Remove at the right side.
Click the Customer Type link to pop-up the Customer Type List page.
From the Customer Type List page, select the customer types.
Click Add All Selected. To remove the customer types, you can select the customer type in the list box then click Remove at the right side.
Click the Customer City link to pop-up the Customer City List page.
From the Customer City List page, select the customer cities.
Click Add All Selected. To remove the customer cities, you can select the customer city in the list box then click Remove at the right side.
Click the Customer State link to pop-up the Customer State List page.
From the Customer State List page, select the customer states.
Click Add All Selected. To remove the customer states, you can select the customer state in the list box then click Remove at the right side.
Click the Customer Zip / Postal Code link to pop-up the Customer Zip / Postal Code List page.
From the Customer Zip / Postal Code List page, select the customer zips / postal codes.
Click Add All Selected. To remove the customer zips / postal codes, you can select the customer zip / postal code in the list box then click Remove at the right side.
Click the Demographic link to pop-up the Demographic List page.
From the Demographic List page, select the demographics.
Click Add All Selected. To remove the demographics, you can select the demographic in the list box then click Remove at the right side.
Click the Package Site link to pop-up the Package Site List page.
From the Package Site List page, select the package sites.
Click Add All Selected. To remove the package sites, you can select the package site in the list box then click Remove at the right side.
Click the Alternate Key Value link to pop-up the Alternate Key Value Search page and then enter some criteria to select the alternate key values. The alternate key value search results will be displayed on the Select Alternate Key Value page.
From the Select Alternate Key Value page, select the alternate key values.
Click Add All Selected. To remove the alternate key values, you can select the alternate key value in the list box then click Remove at the right side.
Select the Summary Report checkbox to produce a summary report. If the checkbox is not selected, a more detailed report will be produced with additional customer information such as address, age, gender, work and cell phone numbers, and residency status.
Note: This option is unavailable if you have selected Microsoft Excel (Tabular Format) as the Output Type below.
Select the Sort by Street Address? checkbox to sort statements by address. Addresses will be sorted by street number in an ascending order.
Note: if this option is not available and you would like to use this feature; you can contact your Active account manager.
Option to list odd house numbers first (in ascending order), then even house numbers (in descending order). Use this option if delivering the report to customer addresses on foot.
Note: This option will not be enabled unless the Sort by Street Address? option is enabled above.
Choose one of the following options from the Residency drop-down list to only include enrollees on the list based on their residency status. The options include:
Active Residents (have current residency status)
Non-Residents (do not have residency status)
Expired Residents (have residency status, but it has expired)
All Customers
Choose one of the following options from the Retired drop-down list 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
Select the Primary Members Only checkbox to display only primary members in the report. These are the primary customers that the membership packages are assigned to. If this option is not selected, all members attached to the membership will be displayed, and (P) will be used to indicate the primary member.
Select the Renewable Packages Only checkbox to only include renewable packages in the report.
Choose one of the following options from the Membership Expiration Status drop-down list to include customers depending on the expiration status of their membership packages, as selected from the following options:
Any: Include all customers with current or expired memberships, or both.
Not Expired Memberships: Include only customers who have current memberships, and have no expired memberships. This includes only current customers in the report.
Expired Memberships: Include only customers who have both current and expired memberships. For example, a customer who has 2 memberships: one that is current, and one that is expired.
Only Expired Memberships: Include only customers who have expired memberships, and have no current memberships. This will include only past customers in the report.
Select the Show Suspended Memberships Only checkbox to do one of the following:
To show all membership statuses, clear this checkbox.
To show only suspended memberships, select this checkbox.
Note: If you select this option, the Memberships Expiration Status dropdown list becomes unavailable.
Select the Show all Membership Custom Questions checkbox to only display the custom questions and customers' answers in the report.
Custom questions are used during the creation of a receipt to record additional information about customers with regards to that particular transaction.
Note: If you have selected Microsoft Excel (Tabular Format) as the Output Type below, then this option cannot be selected at the same time as Show Customer Alternate Keys.
Choose one of the following options from the Custom Question Text to Print drop-down list that you want to display on the report:
Full Question, OR
Title Only
Select the Show Incomplete Waivers Only? checkbox to display incomplete waivers in the activity on the roster. These are waivers that still require a customer's signature in order to be considered complete.
Select the Show Customer Alternate Keys? checkbox to include alternate keys and information relating to the alternate keys in the report.
Note: If you have selected Microsoft Excel (Tabular Format) as the Output Type below, then this option cannot be selected at the same time as Show all Membership Custom Questions.
To display the customers' date of birth in the report, click Show Customer DOB?
To display each customer's email address in the report, click Show Customer Email?
To display each customer's ID number in the report, click Show Customer ID?
To display each customer's customer type in the report, click Show Customer Type?
Select the location of your organization's logo and address on the report:
To place the logo in the top right corner and the address in the top left corner, select on the Right and Left side.
To center the logo at the top of the page and place the address in a single line below the logo, select in the Middle.
Note: This option is unavailable if you have selected Microsoft Excel (Tabular Format) as the Output Type below.
Choose one of the following options from the Membership Report Style drop-down list to choose a report style, as selected from the following options:
Normal: Shows general customer and membership details, including amounts due on the membership accounts.
Renewal Report: Lists membership packages that may be renewed and shows renewal amounts instead of amounts due on the membership accounts.
Renewal Invoices: Produce membership renewal invoices (instead of a report) that may be sent to customers whose membership are expiring or have expired.
To show either the mailing address or the residential address for each customer in the report, select one of the following options:
Mailing Address: Show only the customer mailing address.
Residential Address: Show only the customer residential address.
Use Residential Address if without Mailing Address: Show the mailing address by default and show the residential address only if the customer has no mailing address.
Note: The Show Customer Address list will be disabled if the Summary Report option is selected.
To display customers' residential addresses beside their mailing addresses, select Include Residential Address.
Note: The Include Residential Address option is only enabled if the Membership Report Style option above is set to Renewal Invoices.
Enter in the Invoice Terms box the invoice terms (text which appears on invoices) on the report (only available for Renewal Invoices report style).
Note: This option is unavailable if you have selected Microsoft Excel (Tabular Format) as the Output Type below.
Select the Payment Options checkbox to display payment information on the report (only available for Renewal Invoices report style).
Choose the option from the Output Type drop-down list to select the output type or format of the report, as selected from a predefined list. The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.
If you want to export this report using a plain format and no subtotals so that you can easily manipulate the figures in a spreadsheet, select Microsoft Excel (Tabular Format).
Choose the option from the Sort by drop-down list to arrange report records as selected from a pre-defined list. The options include:
Customer Name
Customer + Membership Sell Date
Customer + Membership Effective Date
Customer + Membership Expiration Date
Family or Pass Number
Click the Run Report button to generate the report.
Enter in the Report Title box the desired report title.
Click Save to save the report definition using the current report title entered. If the report title has been changed, the original report title will be replaced by the new one.
Click Save As to save another version of the report definition using a different report title.
Click Recall/Schedule on top of the page to access a previously saved report definition from the Report Definitions page.