How to use the New Memberships Report

Follow

This article will take your through; 

  1. What is the New Memberships Report?
  2. How to access the New Memberships Report
  3. How to view the report
  4. Next steps and additional support

What is the New Memberships Report? 

Our 'New Memberships' report allows you to see membership details for first time members, continuing and members returning after a previous membership has ended.
This report can help you easily identify and contact new members to help you improve your onboarding experience and customer service.
The report also includes signup details for Credit Pack clients, Add-ons clients and Trials.
Each tab presents key signup numbers and customisable tables of your client data to allow you to view the data most relevant to you.

 

How to access the New Memberships Report

To access the ‘New Memberships' report, you should follow the below steps; 

  1. Click the Reports Icon on the left side of the Dashboard

  2. Click 'New Memberships'

  3. From here, you can view and filter the report to suit your own needs

newmem.gif

How to view the report

The New Memberships report is divided into sections so you can easily find the information you need.

You can switch between New Memberships, New Credits, New Add-Ons, and New Trials.

Screenshot 2023-11-22 at 14.10.17.png

Within each tab, you can filter by time period, membership/service name, plans, and state. You can also download the full report. You will also see a snapshot overview of each section within the report.

Screenshot 2023-11-22 at 14.11.57.png

Scrolling down will give you a more detailed view of each section. You can also download the data from those sections.

newmem2.gif

Clicking on 'Columns' in the first section will allow you to add or remove fields so you can focus on the information you need.

Screenshot 2023-11-22 at 14.19.14.png

Please note

New Memberships is a unique view and will not show double sign-ups or future memberships, only memberships which have started in the selected timeframe. This is why the total in the Signups section may differ from the total in the New Memberships table.

 

Next steps and additional support

If you’d like to learn more about other Glofox reports, you can check out our resources below. 

For additional support, reach out to support@glofox.com, and we will be happy to assist you.

Was this article helpful?
3 out of 3 found this helpful