Memberships Report

To access the Memberships Report, click the App Drawer button then click View All > Reports > Sales > 🟢 Memberships.

The Memberships Report is a sales report that displays client memberships that are active, on hold, expired, canceled, or converted during the selected date range. Use it to catch clients at risk of canceling, track how well you're converting or retaining members, and get a real-time read on your recurring revenue.

This article covers the newest version of the report. If you're looking for the previous version, see Memberships Report (Legacy).

Business strategy insights

Beyond listing individual memberships, the Memberships Report helps you decide where to focus your time and follow-up efforts.

• Forecast revenue - Recurring and non-recurring revenue metrics show what's already been collected and what's still expected, so you can plan around real numbers instead of guesses.
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• Catch churn before it happens - Pending cancellations, pending holds, and revenue at risk flag clients who are on their way out while there's still time to reach out.
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• Track growth over time - New members, lost members, and net membership change show whether your membership base is growing, shrinking, or holding steady.
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• Spot payment issues early - Failed payments and the warning icon on individual memberships surface billing problems before they turn into lost revenue.
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• Compare membership types - The Insights tab's memberships by type table and top recurring memberships graph show which of your offerings are performing best, so you know where to focus pricing or marketing changes.
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Key tips

• This report is available only for non-enterprise businesses. An enterprise version of the Memberships Report is planned for a future release.
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• This report includes individual memberships and memberships sold as part of a package.
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• You can select date ranges up to two years in the future. Future ranges only show memberships with auto-renew on, or memberships already scheduled to expire within that time.
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• The Memberships metrics on your dashboard are based on the previous version of this report, so the numbers may not match what you see here. We'll update the dashboard in an upcoming release.
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Views and metrics in the Memberships Report

The Memberships Report has three tabs: Memberships, Members, and Insights. Each tab gives you a different way to look at your business's memberships, and each opens with a set of metrics that summarize what's happening before you get to the full list below them. The information shown throughout the report, including these metrics, reflects the date range you select.

Memberships tab

Each row shows a membership that a client owned, with its details reflecting how things stood during the period you've selected.

By default, the report sorts memberships by their Status, with the newest memberships listed first within each status. The order is: New and Active, then On Hold, then Pending Hold and Pending Cancellation, then Converted, then Expired or Canceled.

This tab includes the following metrics:

• Recurring revenue - The amount collected and expected from memberships that renew automatically or have scheduled ongoing payments. Collected shows what's already been paid, not including payments charged to a client's account balance or gift card. Projected shows what you can still expect to receive. This isn't shown for past date ranges, since there's nothing left to expect.
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• Non-recurring revenue - The amount collected or pending from memberships with a single, one-time payment for their entire duration. Collected shows what's already been paid, not including payments charged to a client's account balance or gift card. Pending shows payments that are still processing.
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• Pending holds - The number of memberships in Pending Hold status. These memberships have a scheduled hold that hasn't started yet, and no billing is scheduled during the hold period. Use this to plan ahead for clients who'll be temporarily pausing their membership. Click this card to filter the list below to these memberships.
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• Pending cancellations - The number of memberships scheduled to cancel in the future. Use this to see who's on their way out before it happens, while there's still time to reach out. Click this card to filter the list below to these memberships.
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• Revenue at risk - The monthly value of recurring revenue tied to the memberships counted in Pending holds and Pending cancellations. This turns those two counts into a dollar figure, so you can see the financial impact if they go through as scheduled. Click this card to filter the list below to these memberships.
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• Failed payments - The total amount of membership payments that failed. Use this to spot clients who may need a follow-up to update their payment method. Click this card to filter the list below to these memberships.
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Members tab

Each row represents a client who owned at least one membership. If a client has more than one membership, click the arrow to the left of the client's name to expand the row and see all of them. Selecting a row lets you choose it for actions like Export.

If someone else pays for a client's membership, it's still listed under the membership owner, not the payer. For example, a child's membership stays under the child's name even if a parent pays for it.

A client's memberships appear in the same default order as the Memberships tab: sorted by Status, with the newest memberships first within each status.

This tab includes the following metrics:

• Billing members - The number of clients billed for at least one membership, whether or not the payment succeeded. This is compared to the number of clients scheduled to bill this period. A client on hold whose billing continues still counts here. Use this to see how many clients are actively part of your revenue cycle. Hover over a point on the trend line to see the date a spike or dip occurred. Click this card to filter the list below to these clients.
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• New members - The number of clients gained, split into First-time (clients with no membership history before this period) and Returning (clients whose previous memberships had all ended, who then started a new one). Clients whose only membership is complimentary aren't counted. Use this to see how well you're attracting new clients versus winning back old ones. Click the card, or First-time or Returning, to filter the list below to these clients.
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• Lost members - The number of clients who lost all their active memberships, with no new or on-hold membership taking over. Clients whose only membership is complimentary aren't counted. Scheduled losses shows clients whose memberships are set to cancel or expire, without renewal, by the end of the period, but haven't lost their membership yet. Use this to catch churn early, before it fully happens. Hover over a point on the trend line to see the date a spike or dip occurred. Click the card, or Scheduled losses, to filter the list below to these clients.
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• Upcoming renewals - The number of clients with at least one membership renewing in the next 30, 60, or 90 days. This card doesn't display for past date ranges, since those renewals have already happened. Use this to plan ahead for renewal outreach. Click 30, 60, or 90 days to filter the list below to these clients.
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Insights tab

This tab gives you a higher-level view of membership trends, separate from the row-by-row detail in the other two tabs.

Cards

• Churn rate - The percentage of opening members lost during the period. Opening members are those with an active or on-hold membership before the period begins. First-time and returning members who join during the period, and clients whose only memberships were complimentary, are not counted.
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• Net membership change - The difference between new memberships and the combined total of expired and canceled memberships. Use this as a quick read on whether your membership base is growing or shrinking overall.
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• Upgrades - The number of memberships converted with the conversion type Upgrade, along with the net revenue increase this represents. Click this card to view the Memberships tab filtered by these memberships.
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• Downgrades - The number of memberships converted with the conversion type Downgrade, along with the net revenue decrease this represents. Click this card to view the Memberships tab filtered by these memberships.
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• Billing changed - The number of memberships, present in both the selected and comparison date ranges, where the billing amount changed, split into Increased and Decreased. Click this card, or Increased or Decreased, to view the Memberships tab filtered by these memberships.

Memberships by type

This table breaks down each active membership type by status (Active, New, Pending Hold, On Hold, Pending Cancellation, Canceled, Expired) for both the selected date range and the range you're comparing it to, with a grand total row at the bottom. Use this to see which membership types are driving growth or loss, rather than looking at your membership base as a whole. You can switch any status's change between a value and a percentage.

Graphs

• Billing memberships - Tracks the number of billed memberships over time, regardless of whether the payment succeeded.
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• Recurring revenue - Tracks collected revenue from recurring memberships over time. Payments charged to the client's account or gift card are excluded.
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• Memberships gained vs. lost - Tracks new, canceled, and expired memberships over time, along with the net change.
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• Top recurring memberships - Ranks your recurring membership types by total collected revenue, from highest to lowest.

Hover over any point on a graph to see the exact date and value.

Columns in the Memberships Report

The Memberships Report has a set of default columns, along with additional columns you can add to customize what information you see.

Default columns

Show or hide columns

You can add columns beyond the default set depending on what information you want to see in the report.

To show or hide columns:

1. Click Columns.
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2. Select or clear the checkbox next to each column you want to show or hide. You can search for a column using the search bar at the top of the menu.
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3. Select or clear the Show/Hide All checkbox to show or hide every column at once.

Available columns

These columns are hidden by default. You can show them using the Columns menu described above.

Client and billing details

Holds, cancellations, and conversions

Filters in the Memberships Report

You can filter the Memberships Report by date range, comparison period, and specific criteria to narrow down what you see.

Filter the date range

Use the date range selector at the top of the report to choose a preset range (Today, Yesterday, Last 7 days, Last 14 days, Last 30 days, Last 90 days, This week, Last week, This month, Last month, This quarter, Last quarter, This year, Week to date, Month to date, Year to date) or a custom range using the calendar. By default, the report shows Month to date, compared to Previous month (same period).

Compare to a different period

To compare the report:

1. Click vs [date range].
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2. Under Compare to, select Previous period, Previous month (same period), Previous year (same period), or Custom, then choose a custom range if needed.
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3. Under Delta format, select Value to show the change as a number, or Percentage to show it as a percent change. This setting applies to all cards in the report.
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4. Click Apply.
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Filters

Click Filters at the top of the report to open your list of filters. Select the checkbox next to each option you want to include. Use the search bar to find a filter or one of its options.

Search for a client or membership

Use the search bar to search the report by client name or membership name.