The Membership Drop Report gives admins the ability to view and export a list of members who expired or were dropped during a specific time period. The results can be exported and are displayed in two ways - a visual chart and a grid/list view of the data.
Note: "Drops" are defined as anyone moving from Current or Grace Period to any other status.
Find out how many members have dropped from your membership roster for any date range.
Watch for trends in membership.
Create a recruitment campaign geared towards these previous members.
Export the report to share with the board of directors.
View the Membership Drop Report
Go to the backend and click Reporting in the left sidebar.
Then click Drop Report.
You can also access a pre-filtered version of the Drop Report via the Membership Change Summary Report.
Components of the Report
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.
Below that is the bar chart/graph - a visual representation of the data.
The last section is the list/table view - a detailed breakdown of the members who were dropped from your membership roster.
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 set up as anniversary renewals)
Last 12 Months (this is the default setting if all or most of your member types are set up as calendar renewals)
Current Year (this is 1/1 of the current year through today's date)
Custom (enter specific start and end dates)
Group By - determines how the data will be displayed
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)
Based on the filters applied above, the report will show the following in the chart/graph:
Drop # (y-axis) - the number of members dropped/expired
Report Period (x-axis) - the report dates grouped by Month, Quarter, or Year
Clicking on a red bar in the chart will update the report filter to that time period.
When viewing the list/table, please note:
The default sort order is by Drop 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)
Drop Date - drops occur when a member's status transitions to any non-current status from current or grace period (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
Member Status - this is the member's status as of today
Additional columns can be added to the list view from the gear icon:
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
"Drops" are defined as anyone moving from Current or Grace Period to any other status.
The Drop 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 their membership status changed more than once during the time period of the report.
Inheriting members are not included in this report.
Export the Drop Report
The Drop 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