> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/reports-overview/run-membership-report.md).

# How to Run a Membership Report

### Before you begin (Prerequisites)

* **Permissions**: For Activity Report and Standard Reports — you must be an **Administrator**, **Supervisor**, or **Support**. For View Members — you must be an **Administrator**, **Supervisor**, **Support**, **Waitstaff**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Members enrolled**: At least one member must be enrolled in the system. For activity reports, check-in data must exist.

### Instructions

**Active member report**

An active member report shows all active members on your roster. This includes subscription history, billing frequency, payment on file, member since date, and current status. Use it to understand your membership base at a point in time.

1. Navigate to [**MEMBERS > View Members**](https://control.peoplevine.com/membership/0/members).

> **Note (Pro Dash):** Navigate to **CRM > PEOPLE (CRM) > View Members** or **REWARD > MEMBERSHIPS (MEMBERS) > All Members**.

2. Set the **Status** dropdown to **Active**.
3. Optionally filter by **Membership Plan** or **Date Joined** range.
4. Click **APPLY** to view the count and member list.
5. Click **EXPORT MEMBERS** to download the filtered list as CSV. The export already includes key data points like name, email, and membership type. You can toggle on additional columns (e.g., **Opt In Email**, payment on file, date joined) before exporting to customise the output.

> **Tip**: To pull a list of members opted in or opted out of email marketing, use this View Members export with the **Opt In Email** column toggled on.

For additional detail (subscription rate, payment method, billing dates), use the custom report builder with the **Subscriptions** data table filtered to `subscription_status = active`. See: [How to Create a Custom Report](/products/control-panel-overview/reports-overview/create-custom-report.md).

**Activity Report (check-in statistics)**

1. Navigate to [**MEMBERS > Activity Report**](https://control.peoplevine.com/admin_membership_activity.aspx).

> **Note (Pro Dash):** Navigate to **REWARD > MEMBERSHIPS (ACTIVITY) > Activity Report**.

2. Set the date range. Use the **Status** dropdown to filter by check-in status (Validated, Cancelled, Payment Failed, Scan Failed, No Credits). Optionally adjust the **Sort By** order.
3. Click **APPLY**.
4. Review the summary results on screen.
5. Click **EXPORT** to download a CSV.

**Standard membership reports**

1. Navigate to [**REPORTS > Standard Reports**](https://control.peoplevine.com/reporting?type=standard).

> **Note (Pro Dash):** Navigate to **Company Menu > Reports & Data > Reporting Dashboard**.

2. Under the interactive reports section, click **Membership Activity**, **Loyalty Balance**, **Export All Members**, **Export Active Subscriptions**, or **Export Cancelled Subscriptions**.
3. For CSV reports, click **Download CSV** or **Preview** next to reports such as Active Members with Payment on File, Members and Sub-Members with No Payment on File, or Location Member Dashboard.

### Best Practice

For multi-program clubs, always filter by membership plan to get accurate program-level metrics. Comparing across programs without a filter can produce misleading totals.

### What Happens Next

* **On the reporting side**: Data displays on screen or downloads as CSV. Use it for month-over-month enrollment tracking, board reports, or check-in trend analysis.
* **Next step**: To export member data for external systems, see: [How to Export Data](/products/control-panel-overview/reports-overview/export-data.md).

***

*Last updated: 2026-06-07*


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