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Paused / Frozen Memberships Report - Export to Excel Option
Paused / Frozen Memberships Report - Export to Excel Option
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a year ago

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 if the contacts are on a freeze or pause.

You can access your Paused / Frozen Memberships Report from the main menu.

  1. Click the Membership Billing and choose Reports.

  2. Click the Paused / Frozen Memberships Report to view the information.

You will find the following information in this report:

  • Customer’s name

  • Membership name

  • Membership Type

  • Type

  • End Date

  • Reason

  • Notes

  • Follow-Up Task

There is a filter option for the following:

1. Date. You can filter the date of the report by clicking the calendar icon.

2. Reason. By clicking the dropdown menu, you can filter the reason for the paused/frozen membership.

3. Type. Select the type of membership if it is paused/frozen.

4. Membership Type. Select the membership type if it is members, paid in full, trial, or challenge.

The Paused / Frozen Memberships Report can be exported to Excel. This will provide you with more detailed information about this report.

This is an example of the exported Excel file from this report. Several columns have been added to this file from previous excel files.

You can find the following information here:

  • Customer’s ID

  • First Name

  • Last Name

  • Primary Email

  • Phone #

  • Group

  • Membership Name

  • Membership Type

  • Primary

  • Member Since

  • Type

  • Start Date

  • Installments

  • End Date

  • Reason

  • Notes

  • Follow-Up Task

  • Payment Expiration

  • Payment Provider

Check this article to learn more about how to freeze a billing membership.

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