DB015: Membership Status
The DB015 report lists clients who have memberships with the defined criteria (About To Expire, Cancelled, Frozen, Suspended).
Report definitions
Click here for details on each of the About to Expire membership fields in the DB015 report.Click here for details on each of the About to Expire membership fields in the DB015 report.
- Client: Name of the client who owns the membership that is about to expire.
- Phone Number: Phone numbers that appear in the client's profile, with the primary number first.
- Expiration Date: The expiration date of the membership.
- Membership (Client Name sort order only): The name of the membership that is set to expire.
- Payment Information: Displays all forms of payment that are tied to the membership or that are on the client's profile, in this order: Primary Membership Card, Secondary Membership Card, Cards Listed in Client's Profile.
- Future Appt: Lists the client's next scheduled appointment, if any.
- Renewal Fee: The Renewal Fee that is tied to the membership. If there is no renewal fee configured for the membership, then this column displays the Enrollment Fee.
- Potential Renewals Collected for [Membership] (Membership sort order only): Total of potential renewal fees for this membership.
- Total Potential Renewals Collected within Date Range: Sum of all potential renewal fees for all memberships in the date range.
Click here for details on each of the Cancelled membership fields in the DB015 report.Click here for details on each of the Cancelled membership fields in the DB015 report.
- Client: Name of the client who owns the membership that was cancelled.
- Membership (Client Name sort order only): The name of the membership that was cancelled.
- Enrollment Date: The enrollment date of the membership.
- Cancellation Date: The date the membership was cancelled.
- Termination Date: The date the membership was terminated.
- Membership Term (Membership sort order only): The term the membership was in when it was cancelled.
- Cancelled by: The employee who performed the membership cancellation in Meevo.
- Future Appt: Lists the client's next scheduled appointment, if any.
- EFTs Not Collected: The sum of all EFTs that were not collected as a result of the membership cancellation. Paid, refunded, and waived EFTs are not counted.
- Total for [Membership] (Membership sort order only): Sum of all EFTs Not Collected for that membership.
- Total for [Cancellation Reason] (Cancellation reason sort order only): Sum of all EFTs Not Collected for that Cancellation Reason.
- Total for Date Range: Sum of all EFTs not collected for all memberships in the date range.
Click here for details on each of the Expired membership fields in the DB015 report.Click here for details on each of the Expired membership fields in the DB015 report.
- Client: Name of the client who owns the membership that was cancelled.
- Phone Number: Phone numbers that appear in the client's profile, with the primary number first.
- Enrollment Date: The enrollment date of the membership.
- Expired Membership: The name of the expired membership.
- Expiration Date: The date the membership expired.
- Accrued Service Exp. Date:(Client Name and Membership sort orders only) The expiration date of any accured services from the expired membership.
- Currently a Member?: Whether the client with the expired membership is a currently a member (owns a membership at this location).
- Membership: If the Currently a Member column says Yes, this column lists the current membership owned by the client.
Click here for details on each of the Frozen membership fields in the DB015 report.Click here for details on each of the Frozen membership fields in the DB015 report.
Freeze Fees Collected
- Client: Name of the client who owns the membership that is frozen or that the freeze fee was collected from. Below the cliient name is the Freeze reason, which is the reason that was entered in Membership Manager when the membership was being frozen.
- Membership Access: The level of access granted to the client during the freeze as determined in Membership Manager.
- Freeze Fee Collected Date: Date that the free fee was collected on.
- Freeze Fee Collected: Amount that was collected from freeze fee.
- Freeze Fees Collected for [Membership]: Total amount of freeze fees collected for that membership.
- Total Freeze Fees Collected within Date Range: The total number of freeze fees collected in the date range.
Current Frozen Members
- Client: Name of the client who owns
the membership that is frozen or that the freeze fee was collected
from. Below the cliient name is the Freeze reason, which is the reason that was entered in Membership Manager when the membership was being frozen.
- Phone Number: Phone numbers
that appear in the client's profile, with the primary number first.
- Date Frozen: The date the membership
was frozen.
- Scheduled Reactivation: The
date the membership is set to be reactivated.
- Membership (Client Name sort order only): The client's current active membership that was frozen.
- Membership Access: The access that
was selected in Membership Manager when the membership was being frozen.
- Future Appt: Lists the client's next scheduled appointment, if any.
- Total [Membership] Memberships Frozen (Membership sort order only): Total number of those memberships that are frozen.
- Total Memberships Frozen within Date Range (Membership sort order only): Total
number of memberships frozen in the date range.
Click here for details on each of the Suspended membership fields in the DB015 report.Click here for details on each of the Suspended membership fields in the DB015 report.
- Client: Name of the client who owns the membership that is suspended.
- Phone Number: Phone numbers that appear in the client's profile, with the primary number first.
- Membership: The name of the membership that is suspended.
- EFT Date: The date of EFTs that were missed, resulting in the suspension.
- Last Attempt Date: The date of the last attempt to process an EFT.
- Suspension Reason: The reason received from the credit card processor as to why the payment could not be processed.
- Payment Information: Displays all forms of payment that are tied to the membership or that are on the client's profile, in this order: Primary Membership Card, Secondary Membership Card, Cards Listed in Client's Profile.
- EFT Amount: The amount of the EFT that resulted in the suspension.
- Future Appt: Lists the client's next scheduled appointment, if any.
- [Membership] Members Suspended (Membership sort order only): Total number of suspended clients who own that membership.
- Outstanding EFTs for [Membership] (Membership sort order only): Sum of all outstanding EFTs for that membership.
- Total Suspended Members: Total number of clients with suspended memberships.
- Total Outstanding EFTs for Date Range: Sum of all outstanding EFTs for all memberships in the date range.
Setting up the DB015 report
- Type DB015 in the Convobar, or go to Meevo > Reports > Memberships, and then select the DB015 report.
- Select a date or date range for running the report. You will not need to select a date if running the report for Frozen or Suspended members.
- To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
- Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).
Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.
- In Run report for, select an option:
- About to Expire: Displays clients whose memberships have an expiration date within the date range, along with client contact information. Choose to Sort by Membership or Client Name.
- Cancelled: Displays clients whose membership's Cancellation Date was within the date range, along with reason for cancellation and total amount of EFTs not collected.
- Choose to Sort by Membership, Client Name, or Cancellation Reason.
- Selecting Cancelled reveals the Use Membership Termination Date checkbox further down the form. Select this option to search for memberships by their Termination Date rather than their Cancellation Date.
- Expired: Displays clients whose membership expired within the selected date range.
- Choose to Sort by Client Name, Expiration Date, or Membership.
- Further down the form is the Only display clients who are not currently members option. Select this option to only display clients who are not currently active members.
- Frozen: Displays clients with an active membership that is currently frozen; any In Cancellation memberships that are also Frozen will not appear in the report.
- You can display Current Frozen Members or Freeze Fees Collected.
- Choose to Sort by Membership or Client Name.
- Suspended: Displays clients who are currently Suspended (suspended membership payment). Choose to sort the report by Membership or Client Name.
- In Sort report by, select a sort option. These options vary based on your Run report for selection.
Running the report
- When you are ready to generate the report, select a Report Format beside the Run Report button.
- Here is a rundown of each format type:
- PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
- HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
- XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
- Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.