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Cancellations Report



The Cancellations report will display accounts that have been cancelled within a given date range. This is useful to review how many accounts have been cancelled within the selected date range.

  1. Choose a date range using the From Date and To Date fields
  2. Choose if you wish view just accounts cancelled from within the club or all cancelled accounts
  3. Choose if you wish the report to display Contract Buyers, Card Holders, or Both
  4. Optional: Select any member attributes you wish to include in the pulled data
  5. Set the Cancellation Type to All, Pending Only, or Exclude Pending
  6. Optional: Turn on the Directory option to display additional contact information for each member, such as address, phone number, and email
  7. Optional: You can use the Group Data tab to change how the report is grouped. For more information on grouping reports, see the Reporting Basics.
  8. Optional: Lastly, you can export the data to an Excel spreadsheet by using the Export Data If you grouped the data, be sure to use the Export Group Data button instead


Use this list for a full outline of each column in this report:

  • Client: This is the club number that the member is a part of
  • Account: The member's account number
  • Old Status: The member's contract status before the account was cancelled
  • Contract Status: The member's current contract status
  • Buyer's First Name/Last Name: The contract buyer's first and last name
  • Card Code: The card/offer code that indicates the member's membership
  • Alternate: The member's alternate account number, if there is any
  • Sales Person: The salesperson that originally signed up the member
  • Remarks: Any remarks that were added to the account at the time of cancellation
  • Cancel Date: The date the account was cancelled
  • Next Payment: The date the member was next scheduled to pay their dues
  • Note/PIF: The total value of the membership
  • Beginning: The date the membership went into effect
  • End Date: The date the membership was scheduled to expire
  • Monthly: The monthly dues amount that the member was paying
  • Balance: The remaining total cost of the membership that the member still had to pay
  • Home Phone: The home phone, if any, that is entered on the cardholder's profile
  • Cell Phone: The cell phone, if any, that is entered on the cardholder's profile
  • Email Address: The email address located on the cardholder's profile
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