The Membership Movement Report provides visibility into membership tier changes during a selected period. It helps merchants track upgrades, downgrades, renewals, membership growth, and overall tier movement trends.
Accessing the Report
- Navigate to Dashboard > Reports > Customers > Membership Movement Report.
- Set the report criteria.
- Click View Online to generate the report on screen.
- Click Download to export the details list.
- Status Change Date Between
Select the start date and end date for the reporting period.
The report will include membership movements that happened within the selected date range. - Status Change Type:
Filter the report by movement type.
- All: Show all membership movements.
- Upgrade: Show members who moved to a higher tier
- Downgrade: Show members who moved to a lower tier
- Renewal: Show members who renewed their existing tier
- Previous Tier
Filter customers based on the tier they belonged to before the movement. - New Tier
Filter customers based on the tier they moved into after the movement. - Current Tier
Filter customers based on their current membership tier.
| Column | Description |
|---|---|
| Tier | Membership tier name. |
| Members At End Of Period | Number of members in the tier at the end of the selected reporting period. |
| Members Now | Current number of members in the tier at the time the report is generated. |
Use this section to compare historical membership distribution against the latest membership count.
| Column | Description |
|---|---|
| Movement Type | Type of membership movement. |
| Number Of Members | Total number of members under each movement type. |
Movement Types
- Upgrades: Members who moved to a higher membership tier.
- Downgrades: Members who moved to a lower membership tier.
- Renewals: Members who renewed their existing membership tier.
- Total Movements: Total number of upgrades, downgrades, and renewals recorded during the period.
| Column | Description |
|---|---|
| Tier | Membership tier name. |
| Moved In | Number of members who entered the tier during the selected period. |
| Moved Out | Number of members who left the tier during the selected period. |
| Net Change | Difference between members moved in and members moved out. |
| Renewals | Number of members who renewed within the same tier. |
How Net Change Is Calculated
Net Change = Moved In - Moved Out
- A positive value means the tier gained members.
- A negative value means the tier lost members.
- A zero value means there was no net movement for the tier.
| Column | Description |
|---|---|
| Customer Name | Customer's registered name. |
| Customer's registered email address. | |
| Previous Tier | Membership tier before the movement occurred. |
| New Tier | Membership tier after the movement occurred. |
| Tier Change Date | Date and time when the membership movement was processed. |
| Bring Forward Amount | Qualifying spending amount carried forward to the new membership period, if applicable. |
| Tier Expiry Date | Expiry date assigned to the membership tier after the movement. |
| Current Tier | Customer's current membership tier at the time the report is generated. |
| Current Membership Expiry | Customer's current membership expiry date. |
