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Reports - All Membership Holds

This guide explains how to use the All Membership Holds report to view your past, current, and upcoming holds, filter and group them, and download the results.

Written by Costa Bontioti

šŸ“ Overview

The All Membership Holds report lists every membership hold on your account, along with the information related to each one.

You can see memberships currently on hold, those that were on hold in the past, and those scheduled to go on hold in the future.

This guide walks you through the report, the filters you can apply, and how to download your data.

šŸ’” To learn how holds affect billing, including how prorated amounts are worked out, see Membership Holds & Payment Rescheduling here.

šŸ“Š Using the All Membership Holds Report

To open the report, go to Reports āžœ Memberships āžœ All Membership Holds.

Each hold in the report carries a status, so you can tell at a glance where it has got to.

Active

The membership is currently on hold

Upcoming

The hold is scheduled but has not started yet

Ended

The membership was on hold in the past

Click the arrow to learn more about using this report

Widgets

The first thing you will see on this page is a set of widgets, which are quick reports you can read without having to manipulate any data.

At a glance, you will be able to see:

  • The number of active holds you have right now

  • The average hold length

  • The membership with the most holds

  • The number of holds ending within the next 30 days

To see the data behind each widget, click View Report.

Filters

You can combine the following filters to narrow down the list.

Any Customer

Search a customer's name

Any Membership

Select one or more membership names

Any Type

Select a membership type (pack, recurring, or pre-paid plan)

Any Status

Select a hold status: active, upcoming, or ended

Any Creation Date

Select a date or date range for when the hold was created

Any Start Date

Select a date or date range for when the hold begins

Any End Date

Select a date or date range for when the hold ends

Any Payment Calculation

View holds that resulted in no payment or credit, credit owed, or credit due

Class Prorated?

Filter by holds that did or did not generate class usage proration

Grouping your data

Under Show you will find several group by options, which let you build different views using one or more dimensions. In the example below, the report is grouped by hold status.

Downloading the report

To download the report, along with any additional fields you need, click the Download button in the top right to prepare your report, and once the report has finished processing on the page that loads, click on the download button again.

ā“ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

How can I see how a prorate or credit amount was calculated?

Click the arrow to see the answer

Click the "ā“˜" symbol next to the payment calculation for that hold, which opens a breakdown of how the amount was worked out.

The breakdown shown when clicking the information symbol next to a payment calculation

For the full detail on how holds affect billing, see Membership Holds & Payment Rescheduling here.

What is the difference between the creation date and the start date?

Click the arrow to see the answer

The creation date is the date you or your staff set the hold up. The start date is the date the hold actually begins.

šŸ§  Example

If on 23rd December you schedule memberships to go on hold from 25th December, the creation date is 23rd December and the start date is 25th December.

Why do some holds show no payment or credit?

Click the arrow to see the answer

After a hold ends, the amount a customer owes or is owed is calculated automatically so that they do not overpay or underpay.

If you chose to override that automated calculation when setting up the hold, no payment or credit is generated. The same applies to class usage proration if the no proration option was selected.

How do I put a membership on hold in the first place?

Click the arrow to see the answer

You can place a hold on an individual customer's membership from their profile, or place many on hold at once using the bulk hold tool.

For a single customer, see the guide here, and for holds in bulk, see the guide here.

Where can I see all the other reports available?

Click the arrow to see the answer

For a full list of every report, organised by category, see An Overview of Reporting here.

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