Envision Cloud User Guide

Memberships by Client

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Memberships by Client

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Memberships by Client

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This report is available in the Preferred edition of Envision Cloud. You can upgrade your account on the Account Subscription page.

 

This report shows the clients per membership program.

 

Options Include:

 

oAll or Single Membership Program
oDate Range Selection
oMembership Status
oOnly Display Past Due Memberships

 

This report displays the following information:

 

oMembership Program Name
oClient Name
oMembership Status
oPayment Amount
oMembership Program Term
oNumber of Terms Billed
oDate Sold
oLast Bill Date
oNext Bill Date
oNumber of Billing Retries

 

Report Example:

 

member_membership_by_client