Membership Activity Report

Before you run this report, a system administrator must install and configure a standard data mart. The data mart places records from your source database in a data warehouse so you can conduct complex reporting and analysis. For information about data marts, see the Data Warehouse Guide.

To run the report, from a membership program, select Membership activity under Reports. Select your Membership program under the Filters tab, and specify the proper dates. Select View Report and you will see information on amounts of members, renewals, upgrades, drops, and other membership activities. You can select specific numbers in the report to view a breakdown of those figures.

Active memberships will include memberships that were valid at any point during the specified date range. Retention rate is calculated as the number of memberships at the end of the date range subtracted by the number of memberships that joined during the date range, subtracted by the number of memberships that rejoined during the date range, and then divided by the amount of memberships at the start of the date range.

Use the Layout tab to divide membership activity statistics into groups, including country, ethnicity, month, and level. Select View Report to view the statistical breakdown.

Note: Address fields (Country, State, County, City) are pulled from the primary address of primary member. Education fields (Class Of, Degree) are pulled from the primary education of the primary member.

Note: You can export the report using the floppy disk icon into multiple formats, including XML, PDF, Excel, and Word.