Membership reports

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All reports in the Staff site are created using either IQA, or an extension of Microsoft called SQL Server Reporting Services (SSRS). There are also reports that combine IQA and SSRS, where the IQA is used to define and pull the data, while SSRS is used to define the layout of the report.

You can run out-of-the-box reports on a variety of data within iMIS. Using an IQA or SSRS report is how you can get report data on the web.

You may in certain situations want to modify an existing SSRS report. To add or remove information from the report, you must download its RDL file and make adjustments to the SQL that the report uses. For more information about modifying a report, see Modifying and creating reports.

Note: Printing a report using IE11 requires that the browser be in Enterprise Mode. Contact Tech Support for assistance.

Note: To print a report, export the report using the PDF or Excel buttons, then print the exported report.

For more information, see Membership.

iMIS provides several out-of-the-box Membership reports. To access Membership reports go to Reports > Membership reports.

In This Article 

Billing Product List

This report provides a detailed listing of billing products grouped by product type, including GL Income Account and price.

Viewing the Billing Product List report example

Member Expiration Analysis

List the number of members expiring in each month and year by the customer type.

Viewing the Member Expiration Analysis report example

Membership Billing Batch Detail

Provides batch details for accrual membership billing batches. Grouped by Batch Number and Bill to ID, and includes only the following product types: DUES, CHAPT, SEC, SUB, VOL, and MISC.

Viewing the Membership Billing Batch Detail report example

Membership Billing Batch Summary

Provides a batch summary for accrual membership billing batches. Grouped by Batch Number, Member Type and Product Code, and includes only the following product types: DUES, CHAPT, SEC, SUB, VOL, and MISC.

Viewing the Membership Billing Batch Summary report example

Membership Billing Cash Distribution

Membership billing transaction detail, grouped by distribution and account number.

Viewing te Membership Billing Cash Distribution report example

Outstanding Dues Balances by Member

Lists all unpaid members with the dues lines and amounts outstanding.

Viewing Outstanding Dues Balances by Member report example

Outstanding Dues Balances by Product

Lists all unpaid fees grouped by product, including the member and amount outstanding.

Viewing the Outstanding Dues Balance by Product report example

Renewal Notice

Prints a renewal notice with a remittance stub. Optional filters for member ID and billing cycle.

Viewing the Renewal Notice report example 1

For list bill notices that are sent to an entire company, the renewal notice will contain serveral line items for all of the members included in the list bill.

Viewing the Renewal Notice report example 2