Membership ending report

Overview

This article guides you through the process of creating a Membership ending Report.
The article is divided into the following nine topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Organisation level
   Branch level
Generate a membership ending report
   Viewing a report
 

Prerequisites

Role

Your Role must have the View report Permission.
Preset Roles that have this Permission are:

• Admin
• Master Franchiser
• Franchisee
• Branch Manager
• Receptionist

 

Scope

You must have an Admin, Master Franchiser, Franchisee, Branch Manager or Receptionist Role in the Branch(es) you wish to run the Report for.

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

The Membership ending Report enables you to identify Members with an expiring Membership (within a specified date range) so that you may contact them and potentially renew their Membership.

 

Navigation

Membership ending Reports can be run at both Organisation level and Branch level.

• At Organisation level, multiple Branches can be included in the Report.

• At Branch level, only one Branch is included in the Report.

 

Organisation level

To run a Membership ending Report at Organisation level:
Navigate to Organisation level (light coloured menu)
Click on Reports

 

Branch level

To run a Membership ending Report at Branch level:
Navigate to Branch level (blue menu)
Select a Branch (optional)

Click on Reports

 

Generate a Membership ending report

		Click Run (top right-hand side of the Membership ending report panel)
		Enter the From date Either enter the date manually or use the calendar icon to select a date via the calendar: Use the Left and right arrows to scroll back or forward a month Click the desired date, or click Today to select today's date. To select another year, use the drop down on the right of the month to select the year.
		Enter the To date The From and To dates determine the scope of your report   Either enter the date manually or use the calendar icon to select a date via the calendar: Use the Left and right arrows to scroll back or forward a month Click the desired date, or click Today to select today's date. To select another year, use the drop down on the right of the month to select the year.
		Select the Branch(es) or Branch group(s) you wish to report on (organisation level only)
		Click Generate

Viewing a report

Once generated, the Membership Report displays the following data on-screen:

Branch - The Home branch the Member belongs to.
Staff name - The first and last name of the Staff member.
Customer name - The first and last name of the Member.
Email - The email address of the Member.
Mobile Number - The Member's mobile number.
Membership - The name of the Membership(s) the Member purchased.
End local date - The date the Membership will be ending in the local time of the Home branch.
Cancellation reason - The reason the Membership is ending e.g. the Member moved to another area or was transferred to another Branch.
Membership ID - A unique code used by Clubware support to identify a Membership connected to a specific Member.
Billing reference - The Billing reference number provided by a Billing company for Billing Memberships.