How to View Total Revenue by Membership Type

Overview

This guide explains how to create a report that shows total revenue per membership type.
You will group memberships by type and calculate the sum of all prices, so you can easily see how much revenue each membership generates.

Step 1 — Go to Reports

1. From the Dashboard, go to Insights.

2. Click Reports.

3. In the top-right corner, click Add Report.

Step 2 — Choose Data Source

1. Select Memberships as the data source.

2. Continue to the report builder.

Step 3 — Group by Membership Type

1. Find the column Membership Type Name.

2. Click the three dots next to the column.

3. Choose Group by.

4. Select Membership Type Name.

This will group all data by each membership type.

Step 4 — Sum the Price Amount

1. Find the column Price Amount.

2. Click the three dots next to the column.

3. Select Aggregation.

4. Choose Sum.

You will now see the total revenue per membership type at the bottom of the column.

Step 5 — Save and Export

1. Click Save to store the report.

2. You can now:

   • Open it anytime

   • Export it as a CSV file

   • Use it for financial overview and reporting

Result

You now have a report that clearly shows:

• Each membership type

• The total revenue generated by each type