The Membership Summary report surfaces summarised information on the memberships from the Membership Details report.
This report is useful for:
Viewing a summary of each membership's status.
Pulling up the Report
Navigate to Reports from the left panel > Marketing > Membership Summary > View.
Apply any additional filters.
If necessary, export the data.
Understanding the Report
The Membership Summary report includes 11 data fields:
Membership Type: Membership type tied to the membership contract.
Membership Contract: Name of the membership contract.
Membership Category
Active: Number of active memberships for the membership contract.
An active membership is a membership that has been activated, is up to date on payments, and has not reached its expiration date. Active Memberships can make reservations up until the membership's end date.
A membership that has had its renewal payments cancelled will remain in the active state until it ends, and then will be shown as "cancelled”.
Pending: Number of pending memberships for the membership contract.
A pending membership is a membership that has not yet been activated because it was set to activate on first use. The first use can be the first check-in, but will also activate if a reservation is a penalty no-show or penalty late cancellation.
Frozen: Number of frozen memberships for the membership contract.
Payments and booking ability are suspended. A frozen membership cannot be used to book reservations during the "freeze period", but can be used to book reservations if a class date is outside of the freeze period. Only an employee can freeze and unfreeze a membership on a customer’s behalf.
Payment Failure: Number of memberships in payment failure for the membership contract.
A membership in payment failure has an invalid credit card on file and has missed a membership renewal fee, and is past the grace period set on the membership.
A membership in Payment Failure will become Active when the credit card issue has been corrected.
Penalty Fee Failure: Number of memberships with penalty fee failures for the membership contract.
A membership in penalty fee failure has an invalid credit card on file, and the card on file could not be used to charge for a reservation that was a no-show or late cancel and is past the grace period set on the membership.
Cancelled: Number of cancelled memberships for the membership contract.
A membership is ‘cancelled” when an employee sets a membership to end before its scheduled end date.
Terminated: Number of terminated memberships for the membership contract.
A terminated membership is one that an employee ends immediately. The membership holder can no longer use their membership to reserve classes.
Upgrades: Number of cancellations that were a membership Upgrade rather than a cancellation/termination. This will help you understand if some of their new membership numbers may be inflated by a cancellation followed by an upgrade.
Downgrades: Number of cancellations that were a membership Downgrade rather than a cancellation/termination. This will help you understand if some of their new membership numbers may be inflated by a cancellation followed by a downgrade.
Done: Number of memberships that have successfully renewed and reached the renewal limit configured for the membership contract.
Total: The sum of columns 3-10.