Using Member Summary Reports

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16 comments

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    Soha Ellaithy

    How can we edit the report format to show different attributes?

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    Zach ASA

    Dear Soha,

    At this time the report is pre-made and not configurable. However, we are always open to change and new ideas. How would you picture this working if we changed our reporting area in the future?

    Regards,

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    Ed Fields

    All I really want to see is a report of members in the past from a single point in time.  How can I see, for instance my members in the year 2009. It's confusing to figure out at present.

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    Duncan McCreery

    Hi Ed,

    Yes, I agree - the point in time reporting leaves a lot to be desired.  The best way to put together a list of members from a given year is to do an advanced search for profiles with an application or renewal form from a given year.  You will then have to do the same search for inactive profiles with those form receipts, by going to the Search for Special Profiles section of the advanced search and compile the two lists via export.

    Enhancing reporting, especially point in time reporting, is one of our major initiatives for 2011.  Please let us know additional reporting needs so we can scope out the project to include them.

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    Shane Cowan

    Our organization is looking for more complex report generation.

    We currently have to export our database to Excel and manipulate the data to get the report we want.

    We would like a simplified report that would allow us to grab the following information in one report on a monthly basis for reporting to the Board of Directors:

    -New Member
    -Non-renewals
    -%vendors versus regular members
    -list of current members

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    Joann Keyton

    yes, the reporting leaves a lot to be desired. Like Shane Cowan's entry on this topic in April 2011, I'm having to export data to Excel and then go from there.

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    Duncan McCreery

    Hi Joann,

    Sorry for the lack of updates on this.  We had to re-prioritize since my last comment here so enhancing reporting is still on the to-do list.  

    Please continue to give us requirements for reporting improvements so we can plan accordingly.

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    Anna Pack

    Duncan,

    Your previous suggestion about using advanced search works fine for 12 month memberships. We offer a 3 year membership option and actually have a few members whose expiration date is already set to 06/30/2016 because of duplicate renewals. Using Ed's request above, a member purchases a three year membership in 2008 and is active in 2009, but has no membership form in 2009. How can we find those members?

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    Kinsey Mahan

    @Anna -  Running an advanced search by date and searching for expiration dates within a certain range sounds like it would do the trick. If you're still working on this issue or have other specifics, you can open up a ticket with our Help Team by e-mailing help@memberclicks.com and they will be glad to walk you through it.

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    Sally Anderson

    Is there a way to see - at this current point in time - what members have renewed recently and which members haven't paid their dues yet? 

    I can pull the member list with their expiration dates, and I can see that people have paid, but I need them to match up. 

    Thanks. 

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    Gregory Foreman

    Sally - The "form user report" might be what you're looking for.  You're able to specify a date range and it will show you all members that have submitted the dues form during that period.  It will also give you the number of profiles that are able to use that form.  I created a quick example for you to check out, called "Sally's Report".  You'll find it under Reports > Form user Report.

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    Kelly Baillet

    If we have members that, for example, submit a form to renew a membership on the same form as the majority of our other members but this particular member is allowed free membership.  The reporting and profile is getting somewhat confusing to keep track of these "free" memberships.  In the profiles, they look the same as regular member and show they have paid when they really were granted a free renewal.  How do I get these to report separately and not have the appearance they have paid dues? 

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    Kinsey Mahan

    Hi Kelly - It sounds to me like you've got a couple of options:

    1) You could create a new group for "Free" members by copying the existing member group and renaming it. This way, those members would be completely separate, and you could set all forms up with group based pricing giving the "Free" member group $0 pricing instead of creating discount codes, which is what I imagine you do now.

    2) You could add an attribute to the database, viewable by admins only, as a selection set called "Free" with a Yes option and a No option. That way, in the Advanced Search, you could filter for Free members (those with Yes selected) and you could tell when viewing a profile on the back/admin side if a profile was categorized as "Free" without giving those members their own group.

    Hope that helps! If you have specific questions, please fee free to reach out to our Help Team by phone (404-879-2800) or email (help@memberclicks.com)

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    Alanna Spencer

    Hi,

    We need similar information like this comment from April 26, 2011:

    We would like a simplified report that would allow us to grab the following information in one report on a monthly basis for reporting to the Board of Directors:

    -New Member
    -Non-renewals
    -%vendors versus regular members
    -list of current members

    Have these type of reports been implemented at this time?  Basically, we need a point in time report of all members, i.e. as of 12/31/13 how many members did we have? Of those members how many were students, regular, etc.? Also, other things like, renewal rates versus non-renewal rates. Please advise..

     

    Thanks,

     

    Alanna 

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    Duncan McCreery

    Hi Alanna,

    Unfortunately, no concrete updates on this enhancement.  We had to make some priority changes since my previous posts, but it's still in the plans for shortly after we re-work some of the behind-the-scenes parts of the product which is our current focus.  Thanks for the additional details and keep an eye out for updates.

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    Christine Steele

    How can you do a summary report of how many member types you have? I'd like to do a report of how many members we have by industry. Like how many freelancers, how many are retired, how many work for a newspaper, how many are corporate, how many are magazine editors, etc. These choices are selections on the form, so how can you do a breakdown of your membership categories?

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