This article will guide you through generating and understanding the Associated Members Report.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
1. Access Report
Navigate to Reports > Members > Associated Members. Click Run Report.
2. Understanding Your Report
The online report will display the following:
Location name - Studio name
StoreId - Studio's ClubReady id
Associated First Name - Associated member's first name
Associated Last Name - Associated member's last name
Associated User Id - Associated member's ClubReady user id
Associated Last Checkin - Associated member's last check in date to the studio
Associated Member Since - User's "member since" date (start date of the agreement)
Associated Member Expiration - User's "membership expiration date"
Responsible First Name - Responsible member's first name (responsible for billing/agreement holder)
Responsible Last Name - Responsible member's last name (responsible for billing/agreement holder)
Responsible User Id - Responsible member's ClubReady user id
Responsible Active Agreements - Responsible member's active agreement total
Associated Active Agreements - Associated member's active agreements total
Associated Last Payment Made - Associated member's last paid invoice date
Associated Last Payment Amount - Associated member's last paid invoice amount
Associated Next Payment Due - Associated member's next invoice due date
Associated Next Payment Due Amount - Associated member's next invoice amount
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, Power Point or Excel.