Client Memberships Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Client Memberships Report	https://dashboard.boulevard.io/reports/client_memberships

Overview

The Client Memberships report gives you a full view of every membership subscription on your account and its current status — active, paused, or canceled. Use this report to see who's on a membership, what they're paying, and where each subscription stands, without digging into individual client profiles one at a time.

Use this report to answer day-to-day questions like who's currently on a membership, which memberships are past due or canceled, and how much recurring revenue your membership base is generating.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Active membership tracking	See everyone currently subscribed to a membership plan, and confirm who's on which plan.	Which clients currently have an active membership? Who's subscribed to a specific membership plan?
Recurring revenue visibility	Understand the monthly/annual recurring revenue your membership base represents.	What's our total membership MRR right now? Which plans generate the most recurring revenue?
Cancellation and churn monitoring	Track memberships that have been canceled or are scheduled to cancel.	Which memberships were canceled this month? Which clients have a cancellation scheduled?
Past-due and billing follow-up	Identify memberships that are behind on payment so staff can follow up.	Which memberships are currently past due? Did this client's card update stop the past-due charge?
Term and renewal tracking	See how long a client has been on a membership and when it renews.	How many terms has this client renewed? When does this membership's next charge occur?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Client Reporting > Client Subscriptions
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, membership plans must be created and sold to clients.

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

By default, the report groups by Location Name and filters to Membership status = Is Active.

Group By (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location Name	Name of the business location associated with the membership sale. Displayed and sortable by default.	Beverly Hills	Yes
Subscription ID	Unique identifier for the client's specific subscription instance — a subscription represents one client's enrollment in a membership plan. Included in the default grouping but hidden from the table by default (visible in Customize > Group by, marked "Hidden").	8a5c1e2f-3b4d-4a6e-9f1c-2d7e8b9a0c1d	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Client Name	The client's full name.	Mike Jones	Yes
Original order date	The date the membership was first sold to the client.	Dec 22, 2025	Yes
Membership Name	The name of the membership plan.	Elite Membership	Yes
Membership status	The current status of the membership. The live report's default filter is set to "Is Active."	Active, Paused, Past Due, Canceled,	Yes
Term number	The number of times the membership has renewed.	7	Yes
Next renewal date	The calendar date on which the client will next be charged for the membership renewal.	Jul 22, 2026	No
Membership MRR	Monthly recurring revenue for the membership.	$8.33	No
Membership ARR	Annual recurring revenue for the membership.	$100.00	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Client First name	The client's first name.	Michele	Yes
Location Group	The location group the business location is associated with, if applicable.	West Coast	Yes
Start date	The date on which the membership first went into effect.	2024-01-15	No
Paused date	The date the membership was paused, if applicable.	2026-05-01	Yes
Scheduled cancellation on	The date the membership is scheduled to cancel, if applicable.	2026-09-01	Yes
Cancellation date	The date the membership was canceled, if applicable.	2026-06-10	Yes
Membership category name	The category assigned to the membership plan.	Skincare	Yes
Staff Role Name	Name of the role of the staff member associated with the membership sale.	Front Desk	Yes
Membership status reason	The reason for a change in the membership's state.	Payment method updated	Yes
Cancellation reason	The reason the membership was canceled or scheduled for cancellation.	Client requested	Yes
Staff Name	Full name of the staff member associated with the membership sale.	Hailey Phillips	Yes
Client id	Unique identifier for the client record in the system.	4731df79-2e6a-5643-a54d-7572eed1f153	No
Location Id	Unique identifier for the business location associated with the membership sale.	738471fc-2d2e-53e1-960a-a1789d49fb14	No
Location External Id	Unique identifier for the business location from an external system, if applicable.	105521	No
Staff ID	Unique identifier for the staff member associated with the membership sale.	5b5cad42-e4a9-4bfe-b083-0b241bd5e1c4	No
Current Term End on	The end date of the current billing term.	2026-08-14	Yes
Cancellation Initiation Date	The date the membership cancellation or scheduled cancellation was initiated.	2026-06-01	Yes
Membership ID	Unique identifier for the membership plan.	b2cca43b-c8b3-4f01-9271-5cb9a37f4b0b	No
Membership Price	The current price of the membership plan.	$99.00	No
Renewal cycle	The frequency at which the membership renews (for example, monthly or annually).	Monthly	Yes
Membership tax rate	The tax rate applied to the membership sale.	8.25%	No
Client external id	Unique identifier for the client from an external system, if applicable.	185175264	No
Client email address	The client's primary email address.	email@gmail.com	No
Client mobile phone number	The client's mobile phone number.	19195911590	No
Location Tags	Location tags associated with the business location, if available.	Flagship	Yes
Membership Count	Count of membership subscription instances based on the current grouping.	42	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
The report defaults to Active memberships only	To see paused, past-due, or canceled memberships, remove or change this filter — otherwise they won't appear even though they exist in the underlying data.
"Cancellation Scheduled" will display an “Active” status until on or after the cancellation date to which the status will update to inactive	When a membership is marked as Cancellation scheduled, it remains active until its scheduled cancellation date. Because the membership will end instead of renewing, the Next renewal date field displays null.
Membership status reason is a free-text/attribute field, not a fixed list	Because Membership status reason and Cancellation reason capture the reason behind a status change, values will vary by how the change was made (client request, staff action, failed payment, etc.).

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Subscription lifecycle tracking	View each membership's full lifecycle from sale through renewal.	Group by: Client Name, Subscription ID. Columns: add Original order date, Start date, Next renewal date, Current Term End on, Term number. Filters: filter by Location Name as required.
Churn & cancellation analysis	Identify memberships that have churned or are scheduled to cancel.	Columns: add Cancellation date, Scheduled cancellation on, Cancellation reason, Cancellation Initiation Date. Filters: filter Membership status to Canceled (and Cancellation Scheduled, pending the status-behavior caveat above).
Membership performance auditing	Validate MRR/ARR and pricing consistency across plans and locations.	Group by: Membership Name. Columns: Membership MRR, Membership ARR, Membership Price, Renewal cycle. Filters: filter by Location Name or Location Group to compare across sites.
Staff-level membership attribution	See which staff are selling memberships and how those memberships perform.	Group by: Staff Name, Staff Role Name. Columns: Membership Count, Membership MRR. Filters: filter by Staff Name to isolate one seller.
Client-level membership insight	See an individual client's subscription details and billing timing.	Columns: Membership status, Next renewal date, Original order date, Paused date. Filters: filter by Client Name to isolate the client.
Operational membership management	Support front desk workflows — billing corrections, renewal notices, paused-membership follow-up.	Columns: add Membership status reason, Next renewal date, Paused date. Filters: filter Membership status to Past Due or Paused, as needed for the workflow.