Members List Reports

The Members Detail Report displays a list of members with comprehensive options for filtering the list and specifying what fields are displayed.

Filtering The List

The Members Detail Report window (below) provides a flexible tool to generate a membership list.

The default report displays a list of all Active members (those with Billing Status set to “Active”) sorted by membership number. Change any of the following filters to further refine the list for your needs:

Plan Types

Choose the Plan Types that you would like to display in the list by making a selection:

All Plans
Membership Plans
Punchcard Plans
Day-Pass Plans
Selected Plans

Choose Selected Plans to choose specific plans from the Select Member Types window.

The list of available plans appears on the left, with the selected plans on the right.
Click Add to add a membership plan to the Selected Membership Plans list.
Click Remove to remove a plan from the Selected Membership Plans list.

Billing Status

Choose the Billing Status that you would like to display in the list by making a selection:

All: Will display members with any billing status.
Active: Will display only members with billing status of “Active”.
Not Active: Will display only members with billing status not set to “Active”.
Selected: The Billing Status selection window (below) will appear so you can choose status values to display:

Billing Options

Choose the Billing Options to filter:

Credit Card
ACH
1-Month
3-Month
6-Month
Annual
Selected

If you choose Selected, then the Billing Options selection window (below) will appear to select billing options to display:

Due Date

This filter can be used to display only members whose due date falls within a specified date range. For example, you might want to display only members whose payments are due in a given month (see below).

Choose a Due Date filter:

All: Due date will not be used to filter the list.
Before: Only members due before the specified date will be displayed.
Between: Only members due between the specified dates will be displayed.
After: Only members due after the specified date will be displayed.

Contract Begin / Contract End / Signup Date

Choose a filter for Contract Begin/Contract End/Signup

All: no date will be used to filter the list.
Before: Only members with a contract date before the specified date will be displayed.
Between: Only members with a contract date between the specified dates will be displayed.
After: Only members with a contract date after the specified date will be displayed.

Visits Recorded

This filter can be used to display only members with more than or fewer than a given number of visits over a specified period of time. For example, you might want to display a list of members who have visited the club fewer than 3 times over the past month (shown below).

Search Fields

This filter lets you display only members whose records contain the specified text. You can specify what fields to search (or “All Fields”) and the text for which you want to search.

Member Flags

This filter lets you display only members who have (or do not have) certain conditions in their member records. For example, you can filter on whether or not certain fields are empty: Comment, Alert, Barcode, Photo, and many more …

Sort By

This field determines the sorting for the list. You can sort on the following fields:

Membership Number
Name
Membership Plan
Due Date
Billing Status
Billing Option
Contract Begin/End Date
Signup Date
Last Visit
Age
Etc.

Specifying Fields (Columns) for the Report

Note: If you include too many fields in a report, the right-most fields may not appear (they will be truncated). To fit the report in a single page width, you may need to (a) reduce the number of fields displayed, (b) print the report in Landscape mode or (c) reduce the text size.

Memorizing Reports

Gym Assistant can memorize a report setup for later re-use. For example, you might want to generate a list of all members whose contracts will be expiring in the next month.

Note: The report parameters (filters and displayed fields) are memorized, rather than the list of members.

Memorizing a Report

Loading a Memorized Report

After loading a memorized report, you may need to adjust the report's date settings before displaying the report.