Membership Reporting
Track your membership program’s health with 13 specialized reports. This guide helps you find the right report for your needs.
Best for:
Owners tracking revenue and retention, managers monitoring team performance and member engagement.
Report Categories
| Category | Reports | What You’ll Learn |
|---|---|---|
| Financial | 4 | Revenue, payments, billing forecasts |
| Lifecycle | 4 | Enrollments, cancellations, active roster |
| Analytics | 3 | Churn, retention, credit usage |
| Operational | 2 | Service usage, expiring credits |
Financial Reports
MRR (Monthly Recurring Revenue)
Use when: You want to know your predictable monthly income.
Shows revenue by plan and location. Yearly plans are converted to monthly equivalent.
Key insight: Compare MRR month-over-month to spot growth or decline trends.
Payments
Use when: You need to reconcile payments or find overdue accounts.
Shows all payment activity including successes, failures, and pending.
Key insight: Filter by “past due” to prioritize collection efforts.
Sales Details
Use when: Preparing for taxes or calculating commissions.
Detailed sales records with amounts, tax, payment methods, and selling staff.
Key insight: Export for your accountant or commission calculations.
Upcoming Renewals
Use when: Planning for the week ahead.
Shows which members will be billed soon and whether their payment method is ready.
Key insight: Identify members with manual billing who need follow-up.
Lifecycle Reports
Enrollments
Use when: Tracking how many new members you’re signing up.
Shows new enrollments with source (staff, online, portal) and activation status.
Key insight: Spot bottlenecks—are enrollments getting stuck awaiting signatures?
Cancellations
Use when: Understanding why members leave.
Shows who cancelled, when, and how long they were members.
Key insight: Track “months active” to understand member lifetime.
Active Memberships
Use when: You need a current roster of all members.
Snapshot of your membership base with status, credits, and billing info.
Key insight: Filter by “paused” to see members who might need follow-up.
Past Due
Use when: Managing collections and at-risk accounts.
Shows overdue accounts sorted by days past due.
Key insight: Prioritize members approaching the 14-day suspension point.
Analytics Reports
Churn
Use when: Measuring member retention over time.
Calculates churn rate as a percentage of your active base.
Key insight: Industry average is 5-7% monthly—how do you compare?
Retention
Use when: Comparing performance across plans or locations.
Shows retention rate by plan, billing interval, and location.
Key insight: Identify which plans keep members longest.
Utilization
Use when: Understanding if members use their credits.
Shows credits issued vs. redeemed as a percentage.
Key insight: Low utilization may indicate members aren’t engaged—time for outreach.
Operational Reports
Service Usage
Use when: Seeing which services members redeem credits for.
Tracks redemptions by service, staff, and location.
Key insight: Identify your most popular membership services.
Expiring Credits
Use when: Proactively reaching out to members.
Shows credits expiring soon with member contact info.
Key insight: Run this weekly and reach out to members with expiring credits—it drives bookings.
Which Report Do I Need?
| I want to… | Use this report |
|---|---|
| Know my monthly revenue | MRR |
| Find members who haven’t paid | Past Due |
| See new sign-ups this month | Enrollments |
| Understand why members leave | Cancellations |
| Prepare for upcoming billing | Upcoming Renewals |
| Calculate commissions | Sales Details |
| Check if members use their credits | Utilization |
| Find members with expiring credits | Expiring Credits |
| Export for my accountant | Sales Details |
Running Reports
- Go to Reports in the main menu
- Select Memberships category
- Choose your report
- Set filters (date range, location, plan)
- Click Generate
Reports run in the background and download as Excel files.
Pro Tips
Weekly rhythm: Check Past Due daily, Expiring Credits weekly, and MRR monthly for a healthy reporting cadence.
Act on Expiring Credits: Members with expiring credits are your warmest leads for booking. A quick call or text can fill your schedule.
Track trends: Single data points don't tell the story. Export MRR and Churn monthly to see trends over time.