coreFORCE Advanced - Memberships: Reporting on Subscriptions and Renewals

To quickly access the Subscription Report, press Shift + Shift on your keyboard to open the Page Selector on your coreFORCE Admin Page.

In the Page Selector search bar, type Subscription Report and select it from the options.

On the Subscription Report page, you'll notice various filters to customize your reporting options. While these filters are optional, here are some important details to keep in mind:

• By default, Expired Subscriptions are not selected. You can choose to include or exclusively run a report for Expired Subscriptions.

• If no date range is specified, the report will run for all time.

• You can also click Create Report without adjusting any filters to view the default report.

Click Create Report to generate the report using your specified filters.

On the subscription report you will see the information of each subscrtipion and the customers corresponding contact information.

The Subscription Report also provides key details, including:

• The Start Date of the subscription.

• The Expiration Date, which indicates when the subscription will end if the next billing payment does not process.

• The Recurring Payment Amount and Frequency.

• Alerts for subscriptions requiring attention, such as needing an updated credit card on file for recurring payments.

Let’s explore another report option. Press Shift + Shift again to open the Page Selector.

In the Page Selector search bar, type Recurring Payment Report and select it from the options.

Click Create Report to generate your Recurring Payment Report.

Additionally:

• You can assign a name to the report to save it for future use.

• Select the option to view only Active Recurring Payments to gain insights into your cash flow forecast.

The Recurring Payment Report allows you to easily view:

• Your client’s Start Date.

• The Next Billing Date.

• The Membership Amount.

• Any errors in transactions, such as a declined card, enabling you to quickly identify and resolve missed payments.

The Recurring Payment Report includes a Grand Totals section, providing a summary of:

• The total number of active memberships.

• The number of memberships that require attention.

• The projected recurring revenue from active memberships.