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Run the Renewals Summary Report

Updated

What this does: Shows, month by month, how many renewal invoices came due and how quickly members paid them.

Applies to: ChamberMaster (CM) staff users with access to Reports.

Before you start: Your renewal invoices must include dues-type fee items. The report has no filters, so there is nothing to set up.

Time needed: About 2 minutes.

Run the Renewals Summary report

  1. Click Reports in the left-hand navigation.

  2. Under Search by Category, click Billing. You can also type renewals in the Search by Keyword box and click the Search button. 

    renewals-summary-billing-category.png

  3. Find Renewals Summary in the list. Click Run report (the arrow to the right of the report name). Clicking the report name alone doesn't run it. 

    renewals-summary-run-report.png

  4. The report opens right away. To save a copy, choose a format next to Save as: PDF, Excel, Word, CSV or MHTML. 

    renewals-summary-report-export.png

Understand which invoices are included

The report counts an invoice as a renewal only when all of these are true:

  • The invoice belongs to an active member. Invoices for dropped members don't appear.
  • The invoice has at least one dues-type line item (a fee item set up as membership dues).
  • The invoice due date is more than six months after the member's join date. This leaves out first-year join invoices.
  • The invoice came due in the current month or the previous 12 months.

Read the report columns

Each row is one month, based on when the invoices were due.

Column What it counts
Period Month the invoices were due
#Due Renewal invoices due that month
#On Time Paid by the due date
#0-30, #31-60, #61-90, #91-120 Paid within that many days after the due date
#Over 120 Paid more than 120 days after the due date
#Not Paid Still unpaid
#Written Off Written off as uncollectable
Want the member names? This report shows counts only. To see which members are behind, run the Renewals Detail Report, which lets you pick a date range.

Common pitfalls

  • Months show zero: If you bill all members in one month, other months will be empty. That's expected.
  • Invoices are missing: Check that the dues line item uses a dues-type fee item. Invoices with only non-dues items are left out.
  • New members don't appear: Invoices due within six months of the join date count as join invoices, not renewals.
  • Counts don't match Accounts Receivable: This report looks only at active members' renewal invoices. Use an aging report for your full balance.

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