View all clients with memberships on hold

Using the Memberships Report or Memberships Report (Legacy), you can view a list of all clients with memberships on hold during a selected date range. The steps depend on which version of the report you're using.

Filter the Memberships Report for memberships on hold

To filter the Memberships Report for memberships on hold:

1. Open the App Drawer then click View All > Reports > Sales > Memberships.
   ​

2. Click Filters.
   ​

3. Under Status, select On Hold.
   ​

4. Click Apply. The report now shows only memberships that are on hold.

To view the hold's date range and any notes added when the hold was created, hover over the status badge in the Status column. If the membership had more than one hold within the selected date range, the tooltip shows only the most recent hold period and note.

Filter the legacy Memberships Report for memberships on hold

To filter the legacy Memberships Report for memberships on hold:

1. Open the App Drawer then click Reports > Sales > Memberships.
   ​

2. Click Filter.
   ​

3. Click the Membership Status tab.
   ​

4. Clear the Select All checkbox, then select the On Hold checkbox.
   ​

5. Click Apply. The report now shows only memberships that are on hold.

To view how many times a membership was on hold and when it was placed on hold, hover over the question mark in the Status column.