Know where your membership stands at a glance, and get any detail out when you need it.
The dashboard
Your starting screen shows active members, fees raised, adjustments, payments and what is still owed, plus applications waiting and your open tasks.
38 standard reports, ready to run
View them on screen, print them, or export to PDF or Excel.
Mailing and contacts
Email and phone lists, members who joined between two dates, address labels, name tags, marketing permissions and failed emails.
Financial
Who owes, who is in credit, account summaries, transaction totals for your bookkeeper, fee breakdowns and revenue by category.
Administrative
Members with no category, full membership details, expired memberships and checks after bulk uploads.
Demographics
Category by gender, age by gender and member ages.
Points
Current balances by member and detailed points by period.
Attachments
Which members are missing required documents.
Ad hoc reports
Need something the standard reports do not cover? Choose a member, notes and emails, points, transaction or attachment extract, pick the fields and the members, and open the result in Excel to sort, filter and pivot as you like.
Custom reports
When the same analysis comes up every month, we can build it into Membaz for you as a custom report.