The Report

The Membership Add Report gives admins the ability to view and export a list of members who moved to a current status during a specific time period, allowing you to track association growth. The results can be exported and are displayed in two ways - a visual chart and a grid/list view of the data.

Note: "Adds" are based on the moment anyone moves to Current or Grace Period from any other status. For example, the moment you approve a member & their status becomes current, they are considered an "add".


The Benefits

  • Find out how many members have joined your membership roster (or reinstated) for any date range.

  • Watch for trends in membership.

  • Export the report to share with the board of directors.


View the Membership Add Report

  1. Go to the backend and click Reporting in the left sidebar.

  2. Then click Add Report.

You can also access a pre-filtered version of the Add Report via the Membership Change Summary Report.


Components of the Report

  1. The top section of this report is where you can adjust the filters. As the filters are changed, the report results below the filters will automatically update.

  2. Below that is the bar chart/graph - a visual representation of the data.

  3. The last section is the list/table view - a detailed breakdown of the members who were added to your membership roster.

REPORT FILTERS

The following filters can be used to customize the report results:

Report Period - sort by relative dates as well as a specific date range

  • This Month (this is 1/1 of the current month through today's date)

  • Last 3 Months (this is the default setting if all or most of your member types are setup as anniversary renewals)

  • Last 12 Months (this is the default setting if all or most of your member types are setup as calendar renewals)

  • Current Year (this is 1/1 of the current year through today's date)

  • Previous Year

  • Custom (enter specific start and end dates)

Group By - determines how the data will be displayed

  • Month

  • Quarter

  • Year

Member Type - determines which members to include in the report, based on their assigned member type

  • All Member Types (this is the default setting)

  • Custom (select one or multiple member types from the drop-down)

CHART VIEW

Based on the filters applied above, the report will show the following in the chart/graph:

  • Add # (y-axis) - the number of members added

  • Report Period (x-axis) - the report dates grouped by Month, Quarter, or Year

Clicking on a green bar in the chart will update the report filter to that time period.

LIST VIEW

When viewing the list/table, please note:

  • The default sort order is by Add Date, then by Member Name.

  • Using the search filter at the top of the list only updates the list view - it does not affect the chart results.

Data in the table includes the following columns by default:

  • Member - this is the member's Display Name and each name is linked to the corresponding record on the backend (if the member has a parent company, the parent's name will also be listed/linked below the member's name)

  • Add Date - adds occur when a member's status transitions from any non-current status to current (inheriting members are excluded)

  • Type - indicates if the record is for a company or a person (this column will be hidden by default if the organization’s member types are exclusively for people or exclusively for companies)

  • Member Type - indicates which member type is assigned to the record

  • Member Since - this is the date the member joined or reinstated their membership

  • Membership Expires - this is the member's expiration date as of today

  • Member Status - this is the member's status as of today

Additional columns can be added to the list from the gear icon:

  • Billing Address

  • Shipping Address

  • Phone

  • Email

  • Website

  • Open Balance

  • Primary Contact Name

  • Primary Contact Email

  • Primary Contact Phone

  • Custom Fields that are visible in the Member List View (Admin) - see image below for the custom field settings


Additional Information

  • "Adds" are defined as anyone moving to Current or Grace Period from any other status.

  • The Add Report includes deleted records because this is a point-in-time report. So even though the record is deactivated today, it was active during the time period of the report.

  • A member could show up in the list multiple times if they joined/reinstated their membership more than once during the time period of the report.

  • Inheriting members are not included in this report.


Export the Add Report

The Add Report can be exported to a .pdf or .csv file by clicking the corresponding icon at the top right of the list.

  • PDF (printer icon) - includes only the columns that are shown in the list

  • CSV (paper with an "x" icon) - includes the data from all available columns


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