Membership Reports

 

These reports are accessed in Members, Toolbox, Report.

 

Activity Report (pulls from Access Tab)

This report was designed specifically for QuikCheK not Pro. This report has many different options.

 

Dropped Memberships Report

Will list all memberships that Updated on Date fall within the date range you select.

 

Freeze Report

This report lists all members on freeze during the date range you specify. It shows the member name, member #, freeze description, start and end dates of freeze, and if billing is frozen or not.

 

How Many Members Do I Have?

Will list all memberships that start within the date range you select.

 

Active Memberships Report

Will list all memberships that start within the date range you select. Will show only current memberships, that's members that have either a status of Active or Renewal. Lists complete detail, Member name, Sales Rep, Start/End dates, Total, enrollment fee, Down payment, Pymnt type.

Monthly Membership Breakdown (Best)

Will list all memberships that start within the date range you select. Will show only current memberships, that's members that have either a status of Active or Renewal. Lists complete detail, Member name, Sales Rep, Start/End dates, Total, enrollment fee, Down payment, Pymnt type.


Membership Contract Report

The Membership Contract Report will show how many contracts are in your system. It will sort by Membership type, Payment method, Payment type and by Contract Status. This report relies on your database management to reflect correct numbers. QuikCheK does not automatically expire or cancel contracts. You must update your data daily, weekly, or monthly to enable this report to reflect the correct totals. By running this report using the first option on the Date Range you will see how many contracts started within the date range you specify. Very useful for finding out how many contracts were entered this month or week. If you use option two, you will see how many contracts are active in your entire database. To see the total number of active contracts in your system as of today, leave today's date in the date fields and choose option two, then run the report.

 

Membership Status Report

It will breakdown on a monthly basis all new memberships you entered within the date range you select, and also dropped memberships. Very good attrition report.

 

Membership Totals Report

It will breakdown on a monthly basis all new memberships you entered within the date range you select, and also dropped memberships. Very good attrition report.

 

New Memberships by start date (Best)

Will list all new memberships within the date range you select. Lists complete detail, Member name, Sales Rep, Start/End dates, Total, enrollment fee, Down payment, Pymnt type.

 

New Memberships by Entered date

Will list all new memberships you entered within the date range you select(does not go by start date). Lists complete detail, Member name, Sales Rep, Start/End dates, Total, enrollment fee, Down payment, Pymnt type.

Non - Renewal Report (who's new and who's expiring)

This is a very important and very useful report. There are 5 options on this report.

Active contracts entered between

Contracts cancelled between

Contracts expired between

Contracts expired between and did not rejoin

Contracts cancelled between and did not rejoin


This report will list all members that meet the criteria you select. It will show the member name, phone, contract #, payment rate(if any), enrollment fee, total amount of contract, membership start date and end dates. It sorts by membership type. You also have the ability to save the list as a group to be used on the member screen, for printing labels, letters, or sending emails, etc...

 

Renewal Report (Find expiring members)

This report will list all members that are expiring during the date range you specify. It shows the member name, home phone, membership type, payment rate, payment type, expiration date, and last visit to the club. Should be run monthly to keep track of expiring memberships. This report also has a mailmerge feature that will help create expiration letters to be sent to all members in the report.