The Memberships Report gives you an overview of your facility’s membership services are performing, including recurring revenue, active and new memberships, and cancellations.
You would use this report to track membership growth, spot trends, and quickly understand what’s happening across your membership base.
Where to find the Memberships Report
In your Swift Admin account, go to Reports → Memberships.
If you don't see the Memberships report, your role type at your facility may not have the required permission (Instructor, Staff or Admin). Contact the facility Owner to update your permission to access this report.
If you are the facility Owner or Admin and you do not see this report, please contact Swift support.
Filtering the report
At the top of the report, you'll find four filters:
Filter | What it does |
Period | Sets the main date range for the report. |
Customer | Filters the report to a specific customer, or selected group of customers. |
Membership | Filters the report to a specific membership type. |
Cancellation date | Filters memberships based on their cancellation date. |
Once you've selected your filters, click Run to update the report. Click Clear to remove your selected filters and return to the default view.
Understanding the summary cards
Four summary cards appear at the top of the report:
Monthly recurring revenue
Active members
New members
Cancellations
These cards provide a quick overview of membership activity based on your selected filters.
Monthly recurring revenue
Monthly recurring revenue (MRR) represents the monthly recurring revenue associated with the memberships included in the report.
The Memberships Report uses the membership's current rate when calculating MRR.
This means the MRR shown is intended to represent what the current membership base is worth at today's pricing, rather than providing a historical record of exactly what was charged at each point in the past.
The MRR metric should therefore be used to understand your current recurring revenue position and trends.
Active members
The Active members card shows the number of active memberships included in the report. It also displays the number of unique customers associated with those memberships.
These numbers can be different because a single customer can have more than one membership.
Why this distinction matters
The Active members number counts memberships, while unique customers counts individual customers.
If you're trying to understand how many memberships you have, use the Active members number.
If you're trying to understand how many individual customers hold those memberships, use the unique customers number.
New members
The New members card shows the number of new memberships that started during the selected reporting period. This can help you monitor membership growth and identify periods where membership sign-ups increased or decreased.
Keep in mind that this metric refers to memberships, not necessarily unique customers. A customer who starts more than one membership may contribute more than one membership to this metric.
Cancellations
The Cancellations card shows the number of memberships cancelled during the applicable reporting period. The card also displays the calculated churn rate.
If there are no cancellations in the selected period, the report displays 0 cancellations and shows a dash for churn.
What is churn?
Churn represents the rate at which memberships are being cancelled relative to the membership base. Use the churn figure alongside the cancellation count to understand whether membership losses are increasing or decreasing over time.
A cancellation count by itself tells you how many memberships were cancelled, while churn provides additional context about the size of those cancellations relative to the membership base.
Reading the Monthly recurring revenue chart
Below the summary cards, you'll find the Monthly recurring revenue chart.
The chart shows:
Members billing at the close of each month, priced at today's rates
In other words, each point on the chart represents the recurring revenue associated with the memberships billing at the end of that month, using the memberships' current prices.
The chart is useful for identifying changes and trends in your recurring membership revenue.
How to interpret the chart
A rising line indicates that your recurring membership revenue is increasing.
A flat line indicates that your recurring membership revenue has remained relatively stable.
A declining line indicates that your recurring membership revenue is decreasing.
For example, if your MRR increases sharply between two months, this may indicate that you gained new memberships or otherwise increased the recurring value of your membership base.
Understanding the Members table
Below the MRR chart, the Members section provides a detailed list of memberships matching your selected filters.
The table includes:
Column | What it shows |
Customer | The name of the customer associated with the membership. |
Membership | The membership type the customer registered for. |
Status | The current status of the membership. |
Price | The membership's price and billing frequency. |
MRR | The monthly recurring revenue attributed to that membership. |
Next billing | The next scheduled billing date for the membership. |
Cancellation date | The date the membership is scheduled to end or ended, where applicable. |
Cancelled by | Information about who cancelled the membership, where applicable. |
Searching the Members table
The Members section includes a Search members field.
Use this search bar to quickly find a specific customer or membership in the table.
This is especially useful when the report contains a large number of memberships.
You can combine the search with the report filters to narrow your results further.
Exporting the report
Click Export to download the membership data shown in the report as a spreadsheet.
Exporting is useful if you need to:
Perform additional analysis
Create internal reports
Review membership data outside of Swift
Share membership information with your team
Work with a larger membership list
Before exporting, make sure you've applied the filters you want. The report should be reviewed with the appropriate Period, Customer, Membership, and Cancellation date filters before you export the information.
Common ways to use the Memberships Report
Monitor membership growth
Use the Period, Active members, and New members metrics to understand how your membership base is changing.
Review the MRR chart alongside these metrics to see whether membership growth is also translating into increased recurring revenue.
Review a specific membership plan
Use the Membership filter to isolate one membership type.
You can then review:
Number of memberships
MRR
New memberships
Cancellations
Individual customers on the plan
This can help you evaluate which membership plans are performing well.
Investigate cancellations
Use the Cancellation date filter when you want to focus specifically on cancellations.
Then review the Members table to see:
Customer
Membership type
Status
Cancellation date
Who cancelled the membership
This can be particularly useful when reviewing cancellation trends over a specific month or period.
Review a customer's memberships
Use the Customer filter or Search members field to find a particular customer.
Because customers can hold multiple memberships, reviewing the table can help you identify all memberships associated with that customer.
Monitor recurring revenue
Review the Monthly recurring revenue card and chart to monitor changes in your recurring membership revenue.
For a more complete picture, review MRR alongside Active members, New members, and Cancellations.
For example:
Active members increasing + MRR increasing → your membership base and recurring revenue are both growing.
New members increasing + MRR remaining flat → new memberships may have lower recurring value.
Cancellations increasing + MRR decreasing → membership losses may be contributing to declining recurring revenue.
These metrics are most useful when viewed together rather than in isolation.
Tips for using the Memberships Report
Use consistent date ranges when comparing periods so you're comparing like-for-like timeframes.
Use Cancellation date when your primary focus is cancellation activity.
Remember that memberships and unique customers are different metrics. One customer can have multiple memberships.
Use MRR to understand the membership's normalized monthly recurring value. Don't use MRR as a replacement for your payment or revenue reports. MRR represents recurring revenue rather than payments actually collected.
Apply your desired filters before using Export to ensure you're working with the appropriate report data.


