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Home > Reporting > Custom Properties in Membership Reports
Custom Properties in Membership Reports
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See your members your way – custom properties now in reports

 

We’ve leveled up your membership reports! Now you can pull in your own custom property fields straight into the clients on memberships and clients not on memberships reports. Whether you track referral sources, preferences, shoe sizes, or star signs (hey, no judgment), you can now slice and dice your data your way.

 

What’s new

 

1. Custom Property Columns

   Add one or more Custom Properties to these reports:

  • Clients on memberships

  • Clients not on memberships
     

2. Choose what you want to see

We’ve added a new multi-select dropdown in edit report settings called custom properties. Pick exactly which fields matter to you..

 

3. Smarter CSV Exports
When you export the report, your selected Custom Properties will automatically show up in the CSV. No extra clicks. No messy copy-paste.

 

 

Why Does it Matter?

  • Better client insights – Sort, segment, and analyse your members like a pro.
  • Smarter business decisions – Get clear visibility on the details that actually move the needle.
  • Less manual work – Stop cross-referencing spreadsheets. Everything lives in one place.

 

How to use

  1. Navigate to Reports > 'Clients on Memberships' or 'Clients Not on Memberships.'

  2. Click 'Edit Report' settings.

  3. Use the custom properties dropdown to pick your fields.

  4. Refresh the report – your custom columns will appear.

  5. Export to CSV if you want to take it offline.

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