Membership Reports User Guide

This document provides a detailed overview of the various reports generated from member data, designed to assist in managing and optimizing your business operations effectively. Each report is tailored to offer insights into different aspects of member engagement, financial transactions, and membership statuses, enabling informed decision-making and strategic planning.

Step 1

In this section, we will explore reports generated from your member data that are essential for running a thriving business. The first report we will review is the active clients report, which provides a list of all your current clients holding a valid membership.

Step 2

To view detailed information, open any member's profile and navigate to the subscriptions tab. Here, you will find at least one valid membership listed, along with any expired or past memberships. Utilize the available filters to refine the client list further.

Step 3

The following report highlights your ex-clients, indicating individuals who once held a valid membership but are currently inactive. Accessing their subscriptions will show that all memberships have expired.

Step 4

The next report to review is the client at risk report. This report identifies clients who are considered at risk based on certain indicators within Fitness Force.

Step 5

Fitness Force flags these clients as at risk, presenting them in this report for potential follow-up actions. You can choose to engage with them or implement additional measures, complementing any existing automated processes.

Step 6

We now examine the freezing reports, covering memberships currently frozen, scheduled to be frozen, or previously frozen. This report provides a comprehensive view of such statuses.

Step 7

Next, we explore the transfer client list, which details ongoing transfers and members who have completed transfers out. This includes both club-to-club and in-club transfers.

Step 8

The transfer report further categorizes transfers, showcasing completed transactions. It differentiates between club-to-club transfers and in-club member exchanges.

Step 9

The subsequent report is the payment run report, offering insights into your billing cycles and scheduled payments.

Step 10

For example, reviewing December's data reveals 64 upcoming billings for PR members, alongside a detailed breakdown of memberships, amounts, and related information.

Step 11

The new joiner report is next, presenting details of the 51 new members who joined in November, along with the memberships they purchased, whether paid in full or as a new contract.

Step 12

Another crucial report is the churn report, showing members who discontinued their membership, including churn dates and related details for October.

Step 13

The won back client report identifies members who transitioned from being churned to active status, reflecting successful member retention efforts.

Step 14

Following this, the membership renewed report lists members who renewed their memberships in advance, preventing churn.

Step 15

These renewals can be advanced or within an acceptable time frame, ensuring members are not classified as churned.

Step 16

Reports can be filtered by month or date range. An intriguing report is the client by service category report, which summarizes member count and their respective services.

Step 17

For instance, there are 1,136 members with an hour-based membership, 801 in personal training, 497 in Zumba, and 305 in yoga. The report provides valuable insights into service usage among current members. Next, we delve into the AR aging summary by client report.

Step 18

This detailed report highlights outstanding balances per member, categorizing them into aging buckets. For instance, a balance due within 1 to 15 days is fairly common.

Step 19

However, other accounts, such as one in the 65 to 75-day range, may require attention for overdue amounts. Subsequently, we examine the client cohort report, which presents month-wise membership retention data.

Step 20

The cohort report, such as for September, demonstrates member retention trends over several months, highlighting retention rates by the 12th month. The dates and data shown are for test purposes only.

Step 21

Keep in mind that some of the dates and details are placeholders. Thank you for your attention.

Step 22

In conclusion, this comprehensive overview has presented various reports generated from member data, offering invaluable insights into membership and client management strategies.

Updated on: 04/12/2025