TABLE OF CONTENTS



Overview

This guide explains how to view details of a Member's Membership using the Member Memberships Report.


Step 1: Navigate to the Reports Module

  • From the Core Menu, go to the Reports Module. 



Step 2: Select the Customer Segment

  • Click on the Customer Segment.
  • Now, scroll down to the  Member Memberships Reports.


 

Step 3: Search by Member

  • You can Search By Member by adding the name of the member whose Membership details you want to view.



Step 4: Choose Customized Column Names

  • Choose the desired Customized Column Names from the drop-down menu next to the Columns field to be included in the Report.  



Step 5: Generate and View Reports & Download the Report

  • Once done, click on the Generate & View Reports.



  • To generate the Report,  select the format in which you want to download it.



  • After generating the Report, you can download it by clicking on the Download Icon.

 


After generating a Report, it can be downloaded multiple times within 30 Days.


The Member Memberships Detail Report will display the following:


  • Sr #
  • Membership 
  • Start Date
  • End Due Date
  • Auto Roll
  • Membership Status
  • Scheduled Cancellation Date



For a list of terms used in the Wellyx application & across the support website, please consult our Glossary.