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Membership Trends Reporting

Retaining your membership is important to your organization. While Wild Apricot gives you the ability to do automatic renewals and send out reminders for non-automatic renewals, some have suggested that it would be handy to be able to report on this.

Suggested
Create the ability for administrators to be able to run reports on renewal rates for members.

The important thing for this is that we identify what information should be in the reports. At first blush, I can imagine:
* In a year, how many renewals were done before the renewal date, on the renewal date, and then certain days after renewal date (5 days after, 30 days after etc). This could be set up so that it gets the dates from the reminders that you've set up on your membership level.
* Attrition - How many members within a certain time period have not renewed or have been archived .

I'd love to hear what other information about your members renewal/membership status you'd like to be able to track and analyze.

133 votes
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    anonymous_206.223.175.10anonymous_206.223.175.10 shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    56 comments

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      • Mary AdamsMary Adams commented  ·   ·  Flag as inappropriate

        I've been struggling with this and find it hard to make sense of all the replies. I'll come at it a different way....

        I feel like the basic problem here is that membership is tied to individual profiles. There's no archive of member level info. Could there be a separate module (like financial) that enables searches of membership counts and "transactions" over time for different levels (such as new, renewal, lapse)? Then we could all build the reports we want (and/or there could be standard reports).

      • TangentRWTangentRW commented  ·   ·  Flag as inappropriate

        In our case month by month tracking would be useful. We do this manually for performance tracking and reporting.

        Members who are current.
        Members who are lapsed.
        New members.
        Members who have upgraded downgraded.
        Counts of each membership level.

      • docjohndocjohn commented  ·   ·  Flag as inappropriate

        So 7 years after this was suggested, I still can't tell my board what our member retention rate is? So disappointing and the lack of simple reporting features like this is making us rethink staying on WA.

      • DeanDean commented  ·   ·  Flag as inappropriate

        The need to calculate renewal rates is absolutely critical for any serious membership organization. While I like WA's feature set in general, the lack of a renewal rate report is shocking. It's membership 101.

      • Team AstraAdminTeam Astra (Membership features, Wild Apricot) commented  ·   ·  Flag as inappropriate

        Janelle,

        Could you specify what kind of reports do you need? New membership, lapsed members?
        Probably, the similar request is already presented in our Wishlist forum and I can append your comment and vote to it.

        Katya, Astra crew
        Membership management features @ Wild Apricot

      • Charles DaughdrillCharles Daughdrill commented  ·   ·  Flag as inappropriate

        I need to be able to run a report (or preferably to see on the dashboard) the number of members I have today. As it currently functions, I have to run a report of all members, sort by renewal date, and delete those who have not renewed in order to get an accurate number of my members today. This is burdensome and challenging at best. It is particularly difficult since I have a large database and the report does not run quickly. I need the info now. Is there a plan to add this functionality?

      • JimFJimF commented  ·   ·  Flag as inappropriate

        We should have a central access point for our customizable or frequently-used reports ("Favorites").

        The number of clicks I have to go through (several times a day when our members register or update registrations) to get to the "Participant details" variation of the Event Registration Fields report borders on the incredible. Then, after generating that report, how can I distribute it to the event registrants!!! Take a screen shot and email that out, is the only way I've figured how to do this. Seriously? Ugh!

      • JimFJimF commented  ·   ·  Flag as inappropriate

        We need to have Financial Reporting that is on par with Event Reporting. Reporting financial totals on Membership Levels works fine unless you have Extra Charge options associated with the membership fields. There appears to be NO WAY to extract that info.

        What we need to be able to do would look something like this:

        Member "John"
        Level: Annual Membership $200
        Option: Masters $120
        Total: $320

        Member "Julie"
        Level: Annual Membership $200
        Option: Juniors $ 80
        Total: $280

        then on to...

        Option totals summary:
        Masters (1 ea): $120
        Juniors (1 ea): $ 80

        Without this, we are "flying blind". PayPal transfers a lump sum into our bank account from time to time, with zero distinction between various income streams. We need to know how many and how much our Masters and Juniors options contribute to those totals!

      • JohnJohn commented  ·   ·  Flag as inappropriate

        7 years this has been requested... come on WA, why is this not yet implemented?!

      • Frederick A. WilsonFrederick A. Wilson commented  ·   ·  Flag as inappropriate

        I would like to be able to pull adhoc reports on membership numbers. For example, I would like to know how many members are brand new from date "x" to date "y". For the same period I would like to know how many of the members were renewals.

        The purpose here is to figure out how well are we doing at promoting and getting new members as well as how were are we doing supporting current members, therefore, resulting in renewals.

      • Kim Coffee-IsaakKim Coffee-Isaak commented  ·   ·  Flag as inappropriate

        We need membership trend numbers not only for our board but for our funders. It is essential. I note this has been on the wish list since 2010. It's time.

        What I would like to see is

        -the ability to pull reports from past data on either a monthly, quarterly or annual basis
        -how many and when do we get new members
        -how many and when do members renew
        -how many members are lapsed

        If we can put this info in an at a glance chart (via and excel sheet) would be invaluable. At a minimum please provide this option ASAP.

        There are may other good ideas in the rest of the comments but having this info would make a HUGE difference in the work of membership organiazations.

      • Michelle-VP of Membership MCCNEMichelle-VP of Membership MCCNE commented  ·   ·  Flag as inappropriate

        I am looking to have a year over year in the membership summary report. How many new members, how many that did not renew and how many have renewed. A comparison is very important for the success of a club. It is difficult to gauge a clubs progress without the year over year.

      • TorieTorie commented  ·   ·  Flag as inappropriate

        I'm not sure if this is the right place to say that we need to capture member data from past points in time. How many members on this day two years ago and one year ago and now,e tc. Board terms are two years and change in the summer so we sometimes have a specific dates we would like to compare statistically.

      • JudyJudy commented  ·   ·  Flag as inappropriate

        Adding my voice to those requesting the ability to determine renewal and attrition rates. I do hope this upgrade in coming in 2017. For us, as our annual conference moves from continent to continent, we would very much like the ability to track how moving the conference has affected membership, but I'm unable to look back and see, for example, how many active members we had in 2014 vs today and where they were located.

      • TabathaTabatha commented  ·   ·  Flag as inappropriate

        Also the ability to see or obtain reports on the renewal of members outside of looking at financials

      • Walt BilofskyWalt Bilofsky commented  ·   ·  Flag as inappropriate

        I voted for this because we have a club initiative to be friendly to new members. We identify them on name badges, and it would be nice to be able to identify them in the directory too (which is beyond this wishlist item).

        But can't you identify the new members with an Advanced search using Member since and Level last changed?

      • fionafiona commented  ·   ·  Flag as inappropriate

        A way to keep track of new members and members who switch status over the course of the year. Presently the new members are identified only until they pay then they blend in with all the rest if the members. We need to identify them for our annual report.

      • Larry KillerLarry Killer commented  ·   ·  Flag as inappropriate

        I think this is where I need to place my wishlist request. I need to generate a report that details membership numbers (by membership level) each month. I need to also be able to query the data to retrieve this data from months past. As an example, I need to know how many members we had at each level, by month, starting July 2015 and working forward.
        Having a report like that would help me tremendously.

      • Darren CrovitzDarren Crovitz commented  ·   ·  Flag as inappropriate

        Hi. We have the same need: it would be nice to run membership reports that give us information about growth/change. Any movement on this?

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