The Active Memberships Report in Fit Pro Tracker provides a view of all the active memberships in your system. This report helps you stay informed about current memberships, ensuring you can manage your client relationships and finances effectively.
With key details such as membership types, start and end dates, customer balances, and invoice history, this report gives you everything you need to maintain oversight of your active clients.
To access the report, you can follow these steps:
Step 1: On the left menu, select the Reports tab, then Billing.
Step 2: On Active Memberships, click the View Report button.
What Does the Active Memberships Report Include?
When you generate the Active Memberships Report, you’ll receive detailed information about the following:
Agreement Type: See the specific type of membership each customer holds.
Membership Name. See the specific name of the membership each customer has.
Start and End Dates: Track when each membership began and when it’s scheduled to end, helping you manage renewals and cancellations.
Customer Balance: View the current outstanding balance for each customer, allowing you to quickly identify any clients with unpaid dues.
Last Invoice Date: This section displays the date of the last invoice sent for each membership, giving you insight into the most recent transactions.
Important Note: Only the membership that has the Recurring Revenue toggle enabled will be part of this report.
Exporting Your Report
The Active Memberships Report can easily be exported into an Excel file for documentation, review, or sharing with team members. To export the report, simply click the Export to Excel button, and the report will be downloaded to your computer.
The Active Memberships Report is a crucial tool for businesses using Fit Pro Tracker. With detailed information on membership status, customer balances, and invoice history, this report helps you stay organized and proactive in managing your clients. Plus, the ability to export the report to Excel ensures you have a versatile tool for further analysis and record-keeping