This guide walks the user through the Membership Reports feature in the Admin Portal.

Navigate

Users can access this feature in the Admin Portal by navigating to Reports -> Membership Reports.

Report Options

Users can produce a report by following the steps below:

1. Select one of the available report options

2. Input a date range to analyze

3. Enter an email address under Report Delivery where the report will be sent

4. Select Generate Report

Successful Transactions

This report provides a list of membership orders that were successfully processed within the defined date range.

Failed Transactions

This report provides a list of membership orders that failed within the defined date range, along with the cause of the failure.

New Enrollments

This report provides a list of customers who enrolled in membership for the first time within the defined date range.

Cancellations (member portal)

This report provides a list of members who cancelled their subscription via the member portal within the defined date range.

Re-enrollments

This report provides a list of members who renewed their subscription via the member portal within the defined date range.

Raw Activities

This report provides a list of all membership-related actions that occurred within the defined date range.

Membership Segments

Users can produce a segment by selecting one of the available options, entering an email address under Report Delivery where the report will be sent, and selecting Generate Report.

Note: Segment data reflects real-time results and does not support historical date ranges.

Current Active Members

This segment provides a list of all currently consented members at the time the report is generated.

Current Inactive Members

This segment provides a list of all customers who were previously enrolled in memberships but have withdrawn consent at the time the report is generated.