Report - Membership Net Movement

Introduction

The Membership Net Movement report provides detailed tracking of membership changes across your clubs, regions, and payment plan categories. It helps you monitor new contracts, upgrades, downgrades, transfers, and cancellations.

Please note: This report does not include data on contracts relating to the course module (via enrolment rules), contracts which are set as additional/secondary or contract such as free trials (using plan type "Trial")

Before you start 

To access this report, please ensure the following employee permissions are selected to the suitable employee roles in PGM > Clubs > Employee permissions.

• Reports
  • Members
    • Membership Net Movement

Additional setup of this module is needed. Please contact your customer success representative for further details.

Feature description

To access the report, go to PGM > Reports > All.

You can use the search filter to find Membership net movement or select the Members tab and locate the report.

In the report filters, the below filters are present.

Filters

The following filters can be used to generate the report

• Club: Select one, multiple, or all clubs based on the member's home club.
• From / To: Choose a specific date range. If the date range is less then 32 days the date filter will use a day range, if the date range is greater then 32 days, this will separate by months.
• Show Details: Select this option to see a list of all users who had a contract within the date range.

How does this report work

The report will extract all data of users, contracts and transfers, presenting the following:

• What date ranges the member home club location was.
• What contracts the member had whilst at the home club.
• This will then join up the contracts together where the start date and end date follow each other whilst at the same club.

Contract renewals

If a member renews/upgrades/downgrades their contract, the stats will look like this

If the Old contract is 18/12/2024, and the renewed contract start date is 19/12/2024

On 18/12/2024

In the Column Ending  this will display the count of the ended contract, it will say in ManualRenewedToNewContract or AutoRenewedToNewContract that the contract is renewing based on how it was renewed on the system.

On 19/12/2024

In the Column New this will display a new contract is starting on 19/12/2024, this will say in MembershipDowngrades, MembershipChangesSame or MembershipUpgrades if the membership ranking has changed based on the ranking set up  (if none, will be same)

Club transfers

Similar to above, if we use the 18/12/2024 and 19/12/2024 dates as the dates of leaving one club and transferring to another club.

On 18/12/2024

In the Column Ending  this will display the count of the ended contracts, it will say in TransferredToAnotherClubForce or TransferredToAnotherClubStandard that the contract/club member is ending their time at the club to transfer to a new club.

On 19/12/2024

In the Column New this will display a new contract is starting on 19/12/2024, it will say in TransferredFromAnotherClub that a member has transferred from another club.

Report Extract

The Membership Net Movement report generates several tabs, each displaying data in different formats based on your site setup. This section describes the data available in these tabs and how to interpret the common columns.

Common columns

The report features the following columns across multiple tabs.

• RegionName: The name of the region connected to the club.
• Club: The name of the club where the user is located.
• PaymentPlanCategoryName: The name of the payment plan category where contract is located.
• dates: The date period.
  • If the report is displaying in day ranges this will display the movement on that day only.
  • If the report is displaying in month ranges this will display the movement in the entire month.
• Opening: The number of active contracts at the start of the period. (Active = Current or Frozen).
• ContractsInPeriod: The number of active contracts in the period. This will include new, active, frozen, cancelled and deleted contracts.
• Closing: The number of active contracts at the end of the period. (Active = Current or Frozen).
• New: The number of new contracts in the period regardless of how the new contract was created (For example, New, renewed, home club transfer).
• NewContracts: The number of new contracts, excluding renewals and transfers.
• MembershipDowngrades: The number of new contracts where it is identified as a downgrade when comparing ranking in payment plan categories from the previous contract (excluding transfers).
• MembershipChangesSame: The number of new contracts where the contract is the same rank when comparing ranking in payment plan categories from the previous contract (excluding transfers).
• MembershipUpgrades: The number of new contracts where it is identified as an upgrade when comparing ranking in payment plan categories from the previous contract (excluding transfers).
• TransferredFromAnotherClub: This term refers to the total amount of transfers that have occurred from another club into this particular club. It encompasses all types of transfer methods that may have been utilized during this process, including various home club transfer types such as force, continuation, and standard. It is important to note that this sum will exclusively account for transfers that were completed on the preceding day, ensuring that only the most recent transactions are considered in this calculation.
• Ending: The number of contracts ending in the period regardless of how the contract is ending (For example, cancellations, transfers, renewals, deletion due to lack of payment details).
• InvoluntaryCancel: The number of contracts that ended with a cancellation code connected to the involuntary cancel reasons.
• VoluntaryCancel: The number of contracts that ended with a cancellation code that is not connected to the involuntary cancel reasons.
• TransferredToAnotherClubForce: This term refers to the total number of club members who have made a transition to another club through the force transfer method. It is important to note that this process allows the member to retain the same contract ID throughout the transfer. The counts that are considered in this context are specifically those instances where a member holds an active contract on both the day of the transfer and the subsequent day, ensuring a clear tracking of the transfer activity.
• TransferredToAnotherClubStandard: This term indicates the total number of club members who have transitioned to another club via the standard or continuation method. Unlike the force transfer method, this approach results in the creation of a new contract for the transferring member. The counts taken into account for this category are those instances where a member has an active contract on both the day of the transfer and the following day, allowing for accurate monitoring of the transfer process and its implications on contractual obligations.
• ManualRenewedToNewContract: The number of contracts where a new contract will start the next day, completed by adding on as a new contract rather then using the auto-renew process.
• AutoRenewedToNewContract: The number of contracts where a new contract will start the next day, using the auto-renew process.
• AutoRenewedPlanned: The number of contracts where a new contract will be generated in the future.
• ContractDeletedDueToLackOfPaymentDetails: The number of contracts deleted where PerfectGym has automatically cancelled the contract due to missing payment details or missing payment of contract at the time of the contract creation.   
• Calculation: This is a check to ensure the calculation of the contracts are correct. The calculation is Opening + New - Ending = Closing.
• OpenCalculation: This is a check to ensure the calculation of Open is correct. The calculation is NewContracts + MembershipDowngrades + MembershipChangesSame + MembershipUpgrades + TransferredFromAnotherClub = New. The value of New is correct, however may have been filtered out of all of the options selected.
• OpenVariance: The variance of the OpenCalculation field.
• EndingCalculation: This is a check to ensure the calculation of Ending is correct. The calculation is InvoluntaryCancel + VoluntaryCancel + TransferredToAnotherClubForce + TransferredToAnotherClubStandard + ManualRenewedToNewContract + AutoRenewedToNewContract + ContractDeletedDueToLackOfPaymentDetails = Ending. The value of Ending is correct, however may have been filtered out of all of the options selected.
• EndingVariance: The variance of the EndingCalculation field.

The report includes various tabs based on the data.

Tab: NetMovements

The Tab NetMovments will always be displayed and provides information on the region, club and dates, with every contract movement for that date.

Tab: REG-[RegionName]

The Tabs REG-[RegionName]will only display if there is more then one region detected in the report. This will create a new tab for each region and create summary reports for each region.

Tab: CAT-[PaymentPlanCategoryName]

The Tabs CAT-[PaymentPlanCategoryName]will only display if there is more then one payment plan category detected in the report. This will create a new tab for each region and create a summary report for that category only.

Tab: DetailPage

The tab DetailPage will only be displayed if “Show details“ is ticked in the report filter.

The following information is displayed on the report.

• RegionName: The name of the region connected to the club.
• Club: The name of the club the club member is located at.
• User number: The user number of the club member.
• Full name: The full name of the club member.
• Email: The email address of the club member.
• Phone Nr Mobile: The mobile phone number of the club member.
• Last visit: The last visit date of the club member.
• RetentionIndex: Current Star Rating on the club member based on number of visits.
• UserMembershipStatus: The current membership status of the club member. If the member is listed more then once, this will display the same value.
• CurrentDebtCollectionStage: The current debt collection stage of the club member.
• MembershipFlowStartDate: The start date of the membership flow. This is based on either the first contract start date or home club transfer start date. If member transfers to a new club, or has a gap between contracts, this will create a new membership flow.
• MembershipFlowEndDate: The end date of the membership flow. This is based on either the last contract end date, or the day before the home club transfer to another club. This value could be null if the member still has an active contract.
• Is new: If the contract is new, and does not have a previous contract ending the previous day.
• IsTransferred: If the user did a homeclub transfer, this will show that the member transferred into this club.
• IsInvoluntaryCancel: If the contract was marked as involuntary cancel.
• IsVoluntaryCancel: If the contract was marked as voluntary cancel.
• IsContractDeleted: If the contract was marked as deleted.
• MembershipFlow: This will show the membership flow of the club member. If using payment plan categories this will show the category name, else the name of the payment plan.

Note: If club member was migrated, values may not be accurate with the migrated data.

Tab: PaymentPlans

The tab PaymentPlan will show all payment plans used in the report.

The following information is displayed in the tab.

• PaymentPlanId: The unique payment plan id for the payment plan.
• Payment Plan Name: The name of the payment plan.
• PaymentPlanCategoryNameViaRanking: Using payment plan category and settings, what category this payment plan belongs to for the report.
• PaymentPlanCategoryName: The category set on the payment plan in PGM.
• CountOfContractsInReport: Count of contracts that use this payment plan in the report.

Tab: Settings

The tab Settings will display what setting are used in the report.

Ranking of payment plans categories

This will show the category value and ranking of each payment plan category.

Setting Value: This is the settings value used to determine the payment plan categories. In order from left (highest level) to right (lowest level)

For any changes to this field, please contact support using the 'Get Support' module.

Cancel Codes

This will show which contract cancel reasons are set as voluntary or involuntary cancel.

Setting Value: This is the settings value used to determine which cancellation codes are involuntary cancel.

For any changes to this field, please contact support using the 'Get Support' module.