Description: To view information about which members do and do not have payment methods on file using the Coworks dashboard, follow these instructions:

1. Navigate to Reports.

2. Find the Active Memberships report and click Download.

Screen_Shot_2019-01-23_at_2.21.51_PM.png

3. The report will be sent to the email associated with your Coworks account. After you download the report to your computer and open the file, find the column named payment_source_type. This will show the type of payment source (if any) associated with each payment plan.

Screen_Shot_2019-01-23_at_5.40.41_PM.png
Did this answer your question?