Membership Renewals Report

The Membership Renewals report will provide a listing of members and their assigned fees. This report can be used for analysis and budgeting purposes.

1. Click Billing in the left-hand menu.

2. On the Reports tab, select the Membership Renewals link.

4. Enter the desired filtering options:
   • Renewal Month: Select the month for which you wish to view fees OR select Do Not Filter to generate the report for all months.
   • Account Rep: If you wish to generate the report for an individual sales rep, select the desired rep.
   • Item Type: If you wish to generate the report for a specific item type, select from the list. For Example: Select Member Fees/Dues Only if you wish to view scheduled membership fees.
   • Item Basis: If you wish to generate the report based on the accounting method, select the method from the drop-down list.
   • Join Date From/Through: To limit the report to members who joined in a certain date range, enter the desired dates.
   • Show Annual Totals: Select this option if you would like to see the billed amount for a selected year in your totals. When this option is selected, you can choose the year you wish to include, as well as Received Amount, Balance, and Credited Amount.
   • Show Active/Courtesy members only: Deselect this option if you wish to include members of all statuses in your report.
   • Include voluntary fees: Select this option if you wish to include voluntary fees in your report.
   • Include inactive fees: Select this option if you wish to include inactive fees in your report.
   • Include members with zero totals: Select this option if you wish to include members with zero total fees.

5. Click Refresh Report. Your report will be displayed for viewing purposes. Click Print Report, Print PDF, or Download Report to output the report.