Collections - Recurring Memberships Reports

The Recurring Memberships Details, and Recurring Memberships Summary reports show the details of the number recurring memberships for which collections have been made successfully in a given time period. 

 

Table of Contents

Navigation

To view this report, perform the following steps:

  1. Make sure you have selected the center for which you want to run the report.
  2. On the Main menu, click the Reports tab.
  3. On the Reports Dashboard, click Finance > Collections (from the filter).
  4. From the list of reports, click Collections - Recurring Memberships (Detail).
    The report opens in a new tab.
  5. Make your selections in the Filter Criteria and click Refresh.
    The report opens.
  6. To export the report, on the top right side of the report, click the Excel ()  or .CSV icons ()

Filter Criteria

Criteria Options Description
Category List of all Membership Categories Select All Categories to view collections of all memberships.
Time Period Today,
Last 7 days,
Last 14 days,
1 Month,
2 Months,
3 Months,
6 Months,
Custom
Based on your requirement, from the drop-down list, select either today, last 7 or 14 days1, 2, 3, or 6 months.
You can alternatively choose Custom from the list and specify custom dates.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Column

Description

Invoice No

 

The number of the invoice

Invoice Date

 

The date the invoice was generated

Membership code

 

The code associated with a membership

Guest Name

The name of the guest

Membership Name

The name of the membership

Due Date

The date on which the membership payment was due

Tried On

The date the collection of fee was tried

Attempts

The number of attempts made to collect the fee

Payment Collected

The amount collected

Remarks

Whether the attempt was successful or not

 

 

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