Memberships Report

Bryan

Memberships

Report Guide for Users

What this report shows, the choices you make when running it, and how to read each section.

What this report is for

The Memberships report gives you a detailed list of memberships — both memberships tied to an individual guest and memberships shared across a whole guest account — including who owns them, when they were purchased, when they expire, and how many uses/scans are left.

How the report works

You choose a date range and which date field to filter on (purchase date, last used date, start date, or expiration date), along with which membership package(s) and package level(s) to include. The report then returns one row per matching membership.

The choices you make when running it

These are the settings available. Everything else is calculated automatically.

1. The time period

Setting	What it does
Date to Filter	Choose whether Start Date/End Date filter on the membership's Date Of Purchase, Date Of Last Use, Start Date, or Expiration Date.
Start Date	The beginning of the date range you want to report on.
End Date	The end of the date range you want to report on.

2. Which memberships to include

Setting	What it does
Membership Package Filter	Controls which packages are available to pick in Membership Package Name below: All, Active Membership Package Only, or Inactive Membership Package Only.
Membership Package Name	Choose one or more membership packages to include. Leave all selected to include every package.
Membership Package Level	Choose whether to include Guest-level memberships (tied to one individual guest), Account-level memberships (shared across an entire guest account), or both.

3. Columns to show

Setting

What it does

Columns to Show

Choose which optional columns appear on the report: Guest Id, First Name, Last Name, Guest Email, Guest Phone, Birthday, Guest Account Name, Guest Account Email, Guest Account Phone, Guest Account Address 1/2, Guest Account City/State/Zipcode, Sales Price, Tax Amount, LineTotal, and Website Name. Most are included by default. A core set of columns (listed below) always displays regardless of this setting.

Columns on the report

Always shown

Column	Description
Membership Id	The internal identifier for the membership record.
Guest Account Id	The guest account the membership is tied to.
Membership Package Name	The membership package purchased.
Membership Package Level	Whether the membership is tied to an individual guest (Guest) or shared across the account (Account).
Qty Remaining	How many uses/scans are left on the membership, if it has a limited number.
Date Of Purchase	When the membership was purchased.
Date Of Last Use	The last time the membership was used/scanned.
Membership Start Date	When the membership goes/went into effect.
Membership Expiration Date	When the membership expires.
Voucher Id	The voucher tied to the membership, if it was redeemed from one.
Date Last Printed	The last time a membership card/pass was printed for this guest or account.
Guest Image Updated	The last time the guest's photo was updated, if applicable (Guest-level memberships only).

Optional (controlled by Columns to Show)

Column	Description
Guest Id	The internal identifier for the guest. Blank for Account-level memberships.
First Name / Last Name	The guest's name. Shows "-" for Account-level memberships.
Guest Email / Guest Phone	The guest's contact info. Shows "-" for Account-level memberships.
Birthday	The guest's date of birth. Only available for Guest-level memberships.
Guest Account Name	The name of the guest account tied to the membership.
Guest Account Email / Guest Account Phone	Contact info on file for the guest account.
Guest Account Street Address1 / Street Address2 / City / State / Zipcode	The mailing address on file for the guest account.
Sales Price	What the membership sold for.
Tax Amount	The tax charged on the membership.
Line Total	The total charged for the membership, including tax.
Website Name	The online store the membership was purchased through, if bought online.

How to read the layout

Each row is one membership. When you include both Guest-level and Account-level memberships in the same run, rows for Account-level memberships will show "-" in the guest-specific columns (like name, email, and phone) since those memberships aren't tied to one individual.