How do I get a report on payment status for different membership types or plans (e.g. adult/juvenile)?

If you would like to report on the payment status of your members by different membership types (e.g. adult, juvenile, parent/guardian), take the following steps: 

1. Log in to the Clubforce Admin Panel
2. Click on Memberships in the left-hand menu
3. From the sub-menu choose “Search Submitted Members”
4. On the next page select and create relevant Membership form from the dropdown menu
5. Create a template based on your current Membership Form and selected Membership plans before clicking Save at the top of the screen. (Hold CTRL on your keyboard to select multiple forms/plans).
6. Once your template is saved, scroll to the bottom of the page and click Next on the right hand side
7. On the next field, choose the fields you wish to see in the report. For payment information, these headings will shaded in Green.
8. Export the report to Excel. 

This report can be saved as a custom template to use again rather than re-entering the same criteria each time you create the report. 

See more on customising the membership report here: