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Reports

How to use the memberships report

Memberships appears when the memberships program is turned on. It summarizes how each plan performs: members, bookings made under the plan, and revenue.

Memberships appears when the memberships program is turned on. It summarizes how each plan performs: members, bookings made under the plan, and revenue.

Memberships report

Memberships appears when the memberships program is turned on. It summarizes how each plan performs: members, bookings made under the plan, and revenue.

  • Columns include Membership, Bookings, Members, Gross Revenue, Discounts, Net Revenue, Taxes, Average Booking Value, plus optional Active rate and Avg members/booking.
  • Use it to compare plans, not individual enrollments. Open Customers or Memberships settings when you need a specific member.
  • Active rate helps you see which plans are retained versus which are sold once and unused.

Tips

  • Match the date basis on the Bookings report (purchased vs booking date vs item date) to the question you are answering.
  • Export after filters are set so the spreadsheet matches the on-screen story.
  • If a report looks empty, confirm the top-bar location and that your role has view:reports.
  • Memberships will not appear on the hub until the memberships program is active.