The Membership Sales report provides a list of membership sales at your site within a selected timeframe. The report groups the sales data by membership, signup source, or salesperson. Data contained in the report include the customer number, names of the customers who have signed up for the memberships, email, phone number, membership's signup source, salesperson's name, membership's name, membership's status, billing rate, membership's start and end date, membership's signup date, and membership's joined date.
- At the site level, select Reports from the left navigation menu.
- In the Customers section of the Reports page, select Membership Sales.
- By default, the report will return all membership sales data with the joined date before today's date.
Use the Filter by options to change or add to your filtering selections to obtain the needed data.
You can choose to group the report data by selecting or adding a Group by option.
You can Sort by customer number, membership, membership's joined date, membership's end date, membership's signup date, membership's signup source, membership's start date, or salesperson.
How to use the filter by, group by and sort by functions
- Select Generate Preview.
The first page of the report displays the filters used to generate the report and contains three summaries: Membership Sales Summary by Salesperson, Membership Sales Summary by Membership, and Membership Sales Summary by Signup Source. Each summary shows the membership sales count contributed by each salesperson, membership, and signup source.
The consecutive pages display the membership sales data.