Membership totals

This report displays sales information about selected membership packages. This includes number of active passes, number of memberships sold, renewed, refunded, and transferred, and their corresponding amounts.

Location

Reports > Membership Reports > Membership Totals

 

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 Totals report page:

Name of Field

Type

Description

Filters

Report Filter

Hyperlink

The following filters are available on the Membership Totals report page: Package, Package Category, Membership Start Date Range, Membership Expiration Date Range, Transaction Date and Time Range and Package Site.

 

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

Options

For Multi-Pass Packages

Radio buttons

Option to count multi-pass packages as one only, or count each pass holder individually.

 

The options are:

  • Count each household member as 1 unit: Each person who has a pass assigned to them will be counted in the report. For multi-pass packages, each individual pass holder/member will be counted in the report. For example, if a family package has 5 passes issued, the total number of members will be counted as 5.

  • Count entire household membership as 1 unit: The entire package will only be counted as 1, regardless of how many passes have been issued. Multi-pass packages will be counted as a single unit, and only primary members will be reported. For example, if a family package has 5 passes issued, then the membership will be counted as one unit in the report. For any other member details, only the details of the primary member will be included.

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 any of the following: Package, Package Category, or Month.

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.