TABLE OF CONTENTS
Membership list report
This report allows you to track what programs your members belong to, when they joined, when they expire and how you can contact them.
You'll now be able to run reports on how many memberships are due to expire within a specified date range and export their email addresses to send out renewal reminders. You can access the report through IBIS Online under Reports > Membership > Membership List.
There are 3 options to select from to view the report:
- Current - show all current members
- New - when selected, an additional date selection box will appear. Set your date range to view all clients who joined in this period
- Expired - When selected, an additional date selection box will appear. Set your date range to view all clients whose membership expired in this period
E.g. 1: Membership List for all current members grouped by Membership type, displaying the join date, expiry date, email and phone number
E.g. 3: Membership list showing all expired memberships within a specified date range
Membership transaction report
This report shows purchases made by your members. You can find this report in IBIS Onlineunder the Reports > Membership reports menu.
This report shows all Point of sale transactions between selected dates which have a member associated with the transaction.