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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* Attrition - How many members within a certain time period have not renewed or have been archived .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.

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

    70 comments

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      • AlexSirota commented  ·   ·  Flag as inappropriate

        Hi everyone! I've been reading this thread that's 7 years old and am happy to report that using the Excel dashboard that Wild Apricot published to access the API, we have begun implementing these type of membership reports. If you're interested in contributing to our open source effort please let me know. We hope to share our results with the community and contribute back to the official wild Apricot github. Please email alex@newpathconsulting.com of you would like to know more.

      • AlexSirota commented  ·   ·  Flag as inappropriate

        Hi everyone! I've been reading this thread that's 7 years old and am happy to report that using the excel dashboard that wild apricot published we have begun implementing these type of membership reports. If you're interested in contributing to our open source effort please let me know. We hope to share our results with the community and contribute back to the official wild Apricot github. Please email alex@newpathconsulting.com of you would like to know more.

      • JASSTL commented  ·   ·  Flag as inappropriate

        We are also looking into membership reporting. Specifically being able to check the total number of members in a specific time range.

      • lcbrisson commented  ·   ·  Flag as inappropriate

        Please! We are considering other systems that will allow us to do this and will likely switch if this does not become an option soon.

      • David commented  ·   ·  Flag as inappropriate

        Would be great if we could customize the Summary page to our needs. Numbers are nowhere near what we track. We have to export into a spreadsheet, sort/filter.

      • TangentRW commented  ·   ·  Flag as inappropriate

        I hope that is what the proposal means. I try to track our membership on a monthly basis but if I fall behind even one month it becomes much more difficult to have trend counts. I know this because I am behind right now and I am not looking forward to counting invoices.

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

        Sidney, let me rephrase your request, for clarification. You need to see numbers, the summary of membership for past periods.
        For example, how many New members were enrolled (or Lapsed) on the level for the last month/year/period. Am I right?

        Katya, Astra crew.
        Membership features @ WIld Apricot

      • sidm commented  ·   ·  Flag as inappropriate

        It would be good to be able to call up old membership summaries. This would help in understanding membership trends.

      • Mary 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).

      • TangentRW 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.

      • docjohn 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.

      • Dean 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.

      • AdminTeam 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 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?

      • JimF 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!

      • JimF 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!

      • John commented  ·   ·  Flag as inappropriate

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

      • Frederick 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.

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