What is it?
This report reflects the organization's overall membership status over the course of time. Membership Report Overview allows you to run a report on your membership activity. This report will reflect how many members have joined, renewed or lapsed within the date range selected.
By allowing administrators to filter which Member Types and specific dates that are included in the report, the report provides a simple and dynamic reporting of member activity and total numbers of members in each Member Type.
How to Access
Navigate to Reporting > Membership
Click on Membership History Report to view your report.
Running the Report
The bar at the top of the page will allow you to filter the Membership Report report by Member Type and then by a Start Date and End Date range.
1. Click on Member Type Filter > toggle the Member Types you would like to appear in your report.
2. Select the From Start Date and End Date range. Click Apply to filter your search.
Understanding Your Report
NOTE: This reporting is based on the time zone specific to each organization. Set the time zone under Settings > Account Settings.
The Start column will show how many members were in the specified Member Type on the Start Date you selected as a filter at the top.
The Joined column will reflect the number of members that joined the Member Type within the date range.
The Renewals column will reflect the number of members who renewed their membership with in that Member Type during the date range.
The Lapsed column will show many members within that Member Type that did not renew their membership during the date range selected at the top.
The End column will show the total membership in each Member Type according the the End Date selected at the top filter.
Exporting Your Results
1. To export your results click on ‘Export to CSV’. Your report will be exported as an excel spreadsheet for your records.