Membership tracking and reporting – Help Center

This article provides a breif summary of how membership revenue is recognized and the best ways to track and report on membership metrics.

The permission Can access Guests reports is required for staff to access membership reports. Administrators and managers have this permission enabled by default. To enable this permission for other staff, you can create a custom role (Pro plan and above).

Membership revenue recognition

Memberships offer 2 avenues of revenue:

Recurring billing - memberships that are charged on an ongoing basis. The charging frequency (daily, weekly, monthly, and yearly) and the term (unlimited or limited to a set number of payments) is managed in the membership product's configuration.
Fixed cost - memberships that are charged once based on a fixed cost and can be used for a determined period of time. Once these memberships expire, they do not renew and customers would need to purchase a new membership.

Recurring billing

For an ongoing indefinite membership that costs $25per month. The initial upfront payment of $25 will be recognized at the time of the transaction occurring.

The following recurring monthly payments of $25 would be recognized based on each month the guest is charged (this occurs one calendar month after their first initial payment).

Each payment will be recognized for the amount in the set time frame ($25 in this example). ROLLER will recognize these payments as normal revenue based on the time the transaction lands.

Fixed cost

With fixed-cost memberships, the total amount charged will be recognized at the time of the transaction occurring.

Track and report on memberships

There are a few different ways to track and report on memberships.

Membership reports

We suggest creating reporting categories for all membership products. Using the GL codes allows the venue to segregate membership data in the Ledger Summary report.

Important membership reports:

Memberships - Detailed list of all membership records.
Membership Redemptions - Detailed log of membership redemption by date.
Membership Growth - Visualization of membership sales, churn and net growth over time.
Membership Status Log - Detailed log of membership status changes by date.
Recurring Payment Log - Detailed log of recurring payments processed, status and values.
Membership Credits Report - Detailed list of credits against memberships.

You can also view a membership snapshot on your Dashboard

Manage members

Refer to the guide View and manage member details more information on how to access and manage members using the membership list.