Charges by Membership Type on the Revenue by Date Report (Reference)

Article Details

Introduction

The Revenue by Date(s) report breaks down the charges and payments recorded in Gingr and summarizes it in a number of different ways to aid you in your accounting. This report is not a profit and loss statement, but instead a display of the invoice charge and payment information recorded in Gingr. 

The Revenue by Date report includes a new section specifically for Memberships Sold or Renewed. This allows businesses to track revenue generated from memberships separately from other charges. 

Why It’s Useful

  • Monitor Membership Sales Trends – Identify peak sign-up periods.
  • Track Renewals vs. New Purchases – See retention vs. acquisition patterns.
  • Optimize Pricing & Promotions – Use data to adjust membership pricing and discounts.

Getting Started

Navigate to Left-hand Navigation: Reports & More » Reports » Revenue by Date.

New Membership Section Added

Once you select your report parameters, you will find the Memberships information in the Charges by Type breakdown.

  • Navigate to Charges → Charges by Type.

    Screen Shot 2025-02-06 at 11.46.46 AM.png

  • Scroll down to Charges by Membership Type (Memberships Sold or Renewed).Screen Shot 2025-02-06 at 11.44.40 AM.png 

    • View revenue generated from new memberships and renewals within the selected date range.
    • The Total Invoices section allows you to select the hyperlinked number, which pulls up a Invoices Detail modal.

      Screen Shot 2025-02-06 at 11.49.49 AM.png

Related Resources

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.