Understand the Members report
Find out how to use the Members report to see each of your members, the plan they're on and the status of their membership.
The Members report lists everyone with one of your memberships, so you can keep track of who's active, whose payments need attention and who you might want to welcome back.
To open it, go to Reports -> Members.
What each column shows
- Name and Email: the member's details
- Membership: the membership they hold
- Plan: the price plan they're on
- Dues: the price of their plan
- MRR: the monthly recurring revenue their membership brings in
- Status: the current status of their membership
Select Columns to add more, including Cycle, Duration, Next and Started.
Filter your members
Select Filter to show members with a particular status, or members of a particular membership. The statuses include:
- Live: the membership is active
- Trialing: the member is on a trial
- Past Due: their latest payment hasn't gone through yet
- To Be Canceled: the membership is set to end
- Canceled or Ended: the membership has finished
- Incomplete_expired: the membership didn't start because its first payment wasn't completed, for example if the customer didn't finish their bank's extra security check within 24 hours. No membership was taken out, and the customer can try again. If a customer tells you they've already paid, contact our team at help@eola.co and we'll look into it for you
Helpful tips:
- Filter by 'Past Due' regularly and give those members a friendly reminder to update their card
- Filter by 'Ended' to find past members you could invite back
- Download a filtered list to run a retention or renewal campaign
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