Report Overview

This report shows the numbers of membership lifecycle actions completed during the report's date range, broken down by action and membership level. The output shows the lifecycle action and membership level, and the quantity and discounted amount for those.


TABLE OF CONTENTS


Report Parameters

Data Source

Date Parameters

  • Date field: TransactionDate
  • Default date range: last month

Filters

  • TransactionType - contains - Sale,RefundSale
  • OrderItemType - contains - MembershipDowngrade,MembershipPostTermRenewal,MembershipPostTermRenewalDowngrade,MembershipPostTermRenewalUpgrade,MembershipPurchase,MembershipPurchaseConversion,MembershipRejoin,MembershipRejoinDowngrade,MembershipRejoinUpgrade,MembershipUpgrade,MembershipRenewalUpgrade,MembershipRenewalDowngrade,MembershipRenewal

The TransactionType Filter limits the output to only include actions to add or remove items, including $0 items. Because the Transactions data source includes both item related actions (like adding or removing tickets in an order) and money related actions (payments and refunds), a TransactionType filter is always recommended to ensure the output is accurate (see the Transaction Type Definitions guide for more details). The OrderItemType filter limits the output to only include membership lifecycle actions, expect for cancellation and replacement.


Group by fields

  • OrderItemType
  • ItemMembershipLevelName

Summarize by fields

  • Quantity
  • DiscountedAmount


Sample Report Parameters

Sample Report