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Memberships configuration export report

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Written by Marc Dahan

The Memberships configuration export report gives you a complete overview of how memberships are configured across your organization. Use it to review dozens or hundreds of membership store items at once, without opening each one individually.

This report centralizes membership settings so you can catch issues early, such as incorrect pricing models, wrong ledger mappings, missing waivers, or inconsistent restrictions across membership types.

Contact your Amilia representative to activate the feature.

1. Where to find this report

  1. Go to Reports > Standard.

  2. Under Operations, select Memberships configuration export.

2. Filters

Use the following filters to fine-tune the report to the membership data you need.

Filter

Description

Membership name

Filters the report to one or more specific memberships by name.

Members configurations

Filters by membership type: Corporate, Family, Individual, Multi-person, or Subscription.

Membership expiration date

Filters by a date range, based on when the membership expires.

Membership date created

Filters by a date range, based on when the membership was created.

Membership status

Filters by status: Active or Archived.

🎗️ Note: Click Reset filters at any time to clear all applied filters and start over.

3. Customizing displayed columns

Use the Columns dropdown menu to choose which membership details appear in the report. There are 30 columns available, including Members configuration, Membership term, Recurrence unit, and Sales date frequency.

🎗️ Note: Add or remove columns based on what you’re reviewing — for example, include recurring billing columns when auditing installment setups, or waiver-related columns when checking compliance.

4. Exporting the report

Click the Export icon at the top right of the page to download the report.

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