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, click ‘Financial‘.
3. Click 'Reports' on the menu bar located on the left and then click ‘ARB Membership Report‘.
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.
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‘.
Congratulations, you have created an ARB membership report!