MR245: Memberships Purchased

The MR245 report displays memberships purchased within the date range, including the client, membership and member number, transaction, enrollment & expiration date, and more. If a membership sold in the date range was canceled, the cancellation date also appears in the report.

Tip: Run the MR245 report weekly or monthly to determine the most and least popular memberships being sold.

Report definitions

Click here for details on each of the fields that appear in the MR245 report.Click here for details on each of the fields that appear in the MR245 report.

Header

The fields that appear in your report output will depend on your Sort report by selection.

  • Client: The name of the client enrolled in the membership.
  • Transaction: Transaction number of the membership sale.
  • Membership #: The membership number assigned to the client.
  • Membership Type: This is actually the purchsed membership's Display Name.
  • Enrollment Date: The date the client was enrolled in the membership.
  • Enrollment Fee: The enrollment amount actually paid at the register.
  • SPIFF Awarded: The SPIFF, if any, that was awarded to the servicing employee.
  • Expiration Date: Expiration date associated with the membership.
  • Cancellation Date: Date the cancellation (not expiration) was decided on.
  • Sold by: The name of the employee credited with the sale of the membership.
  • Serviced by: The name of the employee who serviced the client on the ticket that the membership was sold on.

Totals sections

The fields that appear in your report output will depend on your Sort report by selection.

  • Total Enrollment Fees Collected: The sum of all enrollment fees collected.
  • Total Members Enrolled [Date]: Sum of all clients enrolled on the date shown.
  • Total [Membership Type] Sold: Sum of all memberships sold of the Membership Type.
  • Total Memberships Associated to [Employee]: Sum of all memberships associated with the servicing employee. 
  • Total Memberships canceled: Number of memberships canceled.
  • [Sort header] SPIFF Awarded: Total amount of SPIFF awarded for that particular section (what is being sorted).
  • Total SPIFFs Awarded within Date Range: The total amount of SPIFFs awarded within the date range.

Setting up the MR245 report

  1. Type MR245 in the Convobar, or go to Meevo > Reports > Memberships, and then select the MR245 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. 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.

  1. Start Time and End Time: Select the time range that the report will reference.
  2. In Sort report by, select a sort option:
  • Membership Type: Sorts report alphabetically by Membership Type.
  • Enrollment Date: Sorts report chronologically by Enrollment Date.
  • Servicing Employee: Sorts report alphabetically by employee who serviced the client on the same day the membership was purchased.
  • Sold By: Sorts report alphabetically by employee who was credited with selling the membership to the client.

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.