Reports

Standard Reports

Standard Reports give you access to a wide range of pre-built reports covering key areas of club management, which can be filtered to suit.

Use reports to review metrics and trends across different parts of the club, measure performance over a specific period, identify members who have missed payments, or isolate groups of members based on defined criteria. Reports can also be used as a practical tool for follow-up actions, such as sending one-off communications to selected members or exporting data for further analysis.

Run a Standard Report (check)

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Below is a summary of all standard report types you can run. Most can be filtered further to suit. Any frequently report can be added or removed from the Favourites section by using the heart or star icon, to easily find later

!!is this useful page to add to reference? detail of all report types? If so, examples how it could be presented, with/without bullet points

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Members Reports

All Members and Prospects (Past and Present):
Includes every person on fil; past members, current members, future memberships, and all prospects.
For members with multiple memberships, the report will show the membership with the most recent start date, giving an accurate view of their latest activity and status.
Useful for understanding your full member database, including engagement trends and potential follow-ups with prospects.

Average Membership Length:
Shows the average duration (in days) that each membership type remains active.
Helps clubs identify trends in member retention and the typical lifecycle of different membership plans.
Can inform decisions around promotions, retention strategies, and membership structure adjustments.

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or with bullet points;

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Call Log

• Displays all calls logged within the selected date range, including outgoing and incoming calls.
• Useful for tracking follow-ups, sales outreach, or support communications with members and prospects.
• Can help evaluate staff performance or measure responsiveness to member inquiries.

Cancellations Occurring in Period

• Lists all memberships that were actively cancelled during the chosen reporting period. Expired memberships are excluded.
• Important for monitoring retention trends and understanding why members leave.
• Note: This report does not include changes to membership types that are not full cancellations.

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Run a Standard Report