Membership Roster Report

Modified on Fri, 24 Jan at 2:33 PM

This report displays all client memberships. You can use this report to assess the number of clients categorized as new or existing members, the specific types of memberships each client holds, the membership status, generated revenue, and the duration of the membership contract.

Things to Know:

This report can be accessed from both the parent and child level
For pet businesses, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Clients section, select the Membership Roster report

When the report loads, you can filter by a specific location, staff, status, date, and member type (new or existing). You can also export the report as a CSV, PDF, or print version. Once you have selected your filters, click on the UPDATE button to generate the desired data.

Report Filters

Filter	Description
Location	The location where the membership was purchased
Staff	The staff member chosen in the commission filter during the purchase of a membership ticket
Status	The status of the client's membership, such as active, paused, cancelled, etc
Date
Purchased Date	This range determines the date when the ticket for the membership purchase was closed. If no ticket was created, it defaults to the date when the membership was added to the client's profile.
Member	The member filter allows you to filter by: All Members New Members Existing Members When you filter by Existing Members: Clients will appear as existing members when you filter by any date after the membership was purchased If the membership start date is in the future, clients will appear as existing members on any date after the membership start date Clients with suspended memberships will be shown as existing members Clients with frozen memberships will be shown as existing members When you filter by New Members: Clients will appear as new members when you filter by the date when the membership was purchased If the membership start date is in the future, clients will appear as new members on the membership start date

Report Columns

Column	Description
Name	The name of the membership
Client	The name of the client who purchased the membership
Email	The email address for the client
Phone Number	The phone number of the client
Address	The address of the client. The visibility of this column is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com.
Date of Birth	The date of birth of the client. The visibility of this column is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com.
Autopay Amount	The price of the membership before discount
Cumulative Revenue	The price of the membership after discount + monthly membership fees
Location	The location where the membership was purchased
Purchase Date	The date the membership was purchased
Start Date	The start date of the membership
End Date	The end date of the membership
Cancellation Date	The date the membership was cancelled
Last Bill Date	Last date the membership fee was charged
Next Bill Date	Next date the membership fee will be charged
Billing Cycle	The day of the month on which the membership fee will be charged. Membership fees can be scheduled to be charged on a specific day of the month or based on the date of purchase.
Auto Renew	Indicates whether the membership will automatically renew after the initial period has ended. Options include Yes and No.
Status	The status of the client's membership (active, paused, cancelled, etc.)