This report was designed for you to see and filter through all of your Freeze and Paused clients. You can filter the date range, select a reason, and filter whether the contacts are on a freeze or pause.
To help you with monitoring, we have made helpful updates that will properly segregate paused and frozen memberships on the Paused/Frozen Memberships Report. To access the report, you can follow these steps:
Step 1: On the left menu, select the Reports tab, then Billing.
Step 2: On Paused/Frozen Memberships, click the View Report button.
The system will now show you three tabs: Current, Schedule, and History. From here, you will see the updates we made to the system by clicking on the respective tabs.
Current Tab
This tab will show you all the paused and frozen memberships at the moment.
Schedule Tab
This tab will show you all the paused and frozen memberships that are scheduled to be paused or frozen in the future.
History Tab
This tab will show you the history of the memberships that were previously paused or frozen.
Aside from the three new tabs, a new column for Start Date has also been added. This is applied to all three tabs as well.
Additionally, when viewing the memberships under the Current and Schedule tabs, you can filter the memberships by:
Reason
a. No Detail
b. Travel
c. Injury
Command type
a. Pause
b. FreezeMembership type
a. Members
b. Paid in Full
c. Trial
d. Challenge
e. Add-on (Services)
With the History Tab, aside from the same filters as the ones with the Current and Schedule Tab, a filter to select a date range is also available.
Just like any other reports, you have the option to export this to Excel.
Through this update, there will be no need to cross-reference reports using separate reports with different date ranges since the system can now show the memberships that are currently paused and frozen, and the memberships that are scheduled for a future date.