The Membership Purchase Report shows all memberships sold over a selected date range. Use it to track membership sales by operator and review purchase details.
How to Access
Navigate to Reporting > Report List > Membership Purchase Report.
Filters
The report has two rows of filters:
Row 1 (Date Range):
- From and To - Select the date range for the report
- Go - Run the report
Row 2 (Additional Filters):
- Operators - Filter by the operator who sold the membership (includes all operators in your system)
- Filter - Apply the additional filter
Report Columns
The report displays membership purchase details including the membership name, the client who purchased it, the operator who made the sale, and the purchase amount.
Available Actions
- Export as CSV - Download the report data as a spreadsheet
- Print - Print the report
Example
You want to see how many memberships were sold this quarter and by whom. Set the date range to the quarter and click Go. To see a specific operator's sales, select them from the Operators dropdown and click Filter. This helps you track whether team members are meeting membership sales goals.
Related Reports
- Membership Summary Report - View current membership status breakdown
- Membership Activity Report - Track membership changes and actions
- Membership Expiry Report - See memberships due to expire
If you have any questions, please send them to us via the Submit a Request option.