Frequently Asked Questions

How do I track all Membership Revenue for a given period ?


How do I track all Membership Revenue for a given period ?


  1. Select one of the following options.
    Revenue (includes Refunds)
    Refunds Only

    Pending Payments
  2. Select a Payment Method
    Check
    Credit Card
    Cash
    Other
  3. Optional: Select a Firm Name
  4. Choose the Membership options you want to report on.
  5. Choose to filter by Renew/Join Date  or   Paid Date
  6. Select a Date Range and run the report




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