How to Create an ARB Membership Report

Mia Favrin

January 03, 2024 15:55

This article will guide you through creating a report summarizing all membership payments subject to automated recurring billing (ARB).

Accessing Financial Reporting

1. Log in to your Member365 Administrator Dashboard.

2. On the top bar, hover over ‘Financial‘.

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3. From the dropdown that follows, hover over over 'Reports' and select ARB Membership

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Creating an ARB Membership Report

4. Select the tab corresponding to the type of transaction you’d like to examine: ‘Upcoming‘ renewals, ‘Failed‘ transactions, or ‘Cancelled‘ renewal payments.

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5. Use the search box and category selection drop-down menu to filter the entries you see in the list below; when you are satisfied, click ‘Export to Excel‘. export to excel.png

Congratulations, you have created an ARB membership report!