DB050: Membership Cards About To Expire

The DB050 report displays credit cards tied to memberships that will expire within the date range, with info such as the client, membership, credit card information, and more.

Tip: Run the DB050 before each EFT billing date so that you can proactively contact the client for updated card information.

Report definitions

Click here for details on each of the fields that appear in the DB050 report.Click here for details on each of the fields that appear in the DB050 report.

  • Client: Name of the client who owns the membership.
  • Phone Number: Phone numbers that appear in the client's profile.
  • Membership Type: The Membership Type of the client's membership.
  • Next EFT Payment Due:  The date of the next EFT or freeze payment that is due.
  • Membership Exp. Date: The expiration date of the membership.
  • Membership Auto-Renew: Indicates if the membership is set to Auto-Renew at the end of the term.
  • Card Type: Type of card associated with the membership.
  • Last 4 Digits:  Last 4 digits of the card that is expiring.
  • Card Exp. Date: Expiration date of the card that is about to expire.

Setting up the DB050 report

  1. Type DB050 in the Convobar, or go to Meevo > Reports > Memberships, and then select the DB050 report.
  2. Select a date range using the date pickers.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. 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.
    2. 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.
    3. 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.
  3. 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.