New Memberships Report
- 20 Jun 2024
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New Memberships Report
- Updated on 20 Jun 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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This report provides a view of new club memberships based on signup date.
Generating Report
Log in to WineDirect > Analytics > Reports > Clubs to generate a New Memberships Report.
Selecting View Report will open a new window, and clicking Generate Report will generate the report.
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IMPORTANT NOTE: If you have already generated a template and wish to reuse it, click the dropdown and select the template.
Creating and Updating Filters
Prior to generating a New Memberships Report, it is possible to add and/or update filters to identify records that need to be viewed. Here is a breakdown of the currently available filters:
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Signup Date - You can select any day/date range.
Downloading Report
Once you have generated the New Memberships Report, you can find your report in the Generated Reports tab under Analytics.
Under the STATUS column, you should see a DOWNLOAD button. Click here to download the report to your local computer.
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IMPORTANT NOTE: You may see Queued/Processing (the report is still processing, and you can hit the refresh button to see if it's ready) or Failed if there was an issue generating the report.
Report Columns
For the New Memberships Report, the following columns will be generated:
id | membership_number | last_name | first_name | date_of_birth | phone | club | club_option | created_at | |
updated_at | cancelled_at | status | delivery_preference | staff_notes | manual_processing_required | manual_processing_instructions | card_brand | card_last4 | card_expiry |
card_name | billing_first_name | billing_last_name | billing_date_of_birth | billing_business_name | billing_address1 | billing_address2 | billing_city | billing_subdivision | billing_country_code |
billing_postal_code | billing_phone | billing_email | shipping_first_name | shipping_last_name | shipping_date_of_birth | shipping_business_name | shipping_address1 | shipping_address2 | shipping_city |
shipping_subdivision | shipping_country_code | shipping_postal_code | shipping_phone | shipping_email | pickup_location | ||||
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