Membership Reports

Click on the links to jump to a report!

Expiring Credit Cards Report

Membership Billing History Report

Memberships by Client Report

Next Billing Preview Report

Expiring Credit Cards Report

The Expiring Credit Cards report is available in the Preferred & Ultimate editions of Envision Cloud. You can upgrade your account on the Account Subscription page.

The Expiring Credit Cards shows credit cards expiring in the time frame you choose. This information can help you to reach out to clients and remind them to update their payment information.

Options Include:

  • Expiration in # Months

This report displays the following information:

  • Client Name
  • Home Phone
  • Mobile Phone
  • Card Expiration
  • Name on Card
  • Last 4 Digits of Card Number

Report Example:

member_expiring_credit_cards.png

Membership Billing History Report

The Membership Billing History report is available in the Preferred & Ultimate editions of Envision Cloud. You can upgrade your account on the Account Subscription page.

The Membership Billing History report shows the billing history per client. This report allows you to view a range of information like errors, initial payments, and manual edits which can aid your business with accounting and bookkeeping. 

Options Include:

  • Date Range Selection
  • All or Single Client
  • All or Single Membership Program
  • Transaction Type Selection

This report displays the following information:

  • Client Name
  • Transaction Date
  • Membership Program
  • Payment Amount
  • Approval Code
  • Payment Type
  • Transaction Type
  • Note

Transaction Types: 

  • Initial Billing
  • Renewal Approvals
  • Renewal Declines 
  • Renewal Pendings 
  • Manual Edits 
  • Freezes
  • Deactivations 
  • Cancellations 
  • Reactivations 
  • Errors

Report Example:

membership_billing_history.png

Memberships by Client Report

The Membership by Client report is available in the Preferred & Ultimate editions of Envision Cloud. You can upgrade your account on the Account Subscription page.

The Memberships by Client report shows the clients per membership program. This report can be used to gauge the popularity of various membership programs and assess enrollment. 

Options Include:

  • All or Single Membership Program
  • All Dates or Date Range Selection
  • Membership Status
  • Only Display Past Due Memberships

This report displays the following information:

  • Membership Program Name
  • Client Name
  • Membership Status
  • Payment Amount
  • Membership Program Term
  • Number of Terms Billed
  • Date Sold
  • Last Bill Date
  • Next Bill Date
  • Number of Billing Retries

Report Example:

member_membership_by_client.png

Next Billing Preview Report

This report is available in the Preferred & Ultimate editions of Envision Cloud. You can upgrade your account on the Account Subscription page.

The Next Billing Preview shows clients who are due to be billed for memberships, which could help your business to send reminders or ensure their card information is up-to-date.

Options Include:

  • All or Single Membership
  • Sort By Options

This report displays the following information:

  • Client Name
  • Membership Program Name
  • Last Bill Date
  • Next Bill Date

Report Example:

member_next_billing_preview.png

 

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