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Member Detail Report



The Member Detail report displays data for members and the events that they were/are scheduled for. This report should be used to review events that members have been scheduled for and checked into. To use this report:

  1. Choose a date range using the From Date and To Date fields
  2. Optional: Filter the selected data with the Member Type and Member Status fields
  3. Optional: View more specific data with the Category, Event Type, and Series
  4. Click Submit. All entries will display in the list. 
  5. Optional: Use the Filter Data tab to filter the pulled data set to a specific member using the member's name, account number, and/or phone number. For more information on filtering reports, see the Reporting Basics.
  6. 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.
  7. 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:

  • Account: The member's account number
  • Sequence: The cardholder's sequence number i.e. 1st cardholder, 2nd cardholder, etc.
  • Member Type: Indicates if the entry is a member or a prospect
  • Status: The member's account status
  • Cardholder's First/Last Name: The first and last name of the scheduled cardholder
  • Sign Up Time: The time and date the member was scheduled for the event
  • Card Code: The member's card/offer code
  • Sign Up Status: The current status of the member for the event e.g. Scheduled, Checked in, etc.
  • Category: The Category that the scheduled event is a part of
  • Event Type: The Event Type that the scheduled event is a part of
  • Session Value: The total value of the session for the event the member is scheduled for. This should be used to keep track of the value you are receiving from your members
  • Series: The Series that the scheduled event is a part of
  • Trainer's First/Last Name: The first and last name of the trainer scheduled for the event
  • Start: The start time and date for the event
  • End: The end time for the event
  • Duration: The duration of the event
  • Home Phone: The home phone number of the member
  • Work Phone: The work phone number of the member
  • Email Address: The email address for the member
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