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* Attrition - How many members within a certain time period have not renewed or have been archived .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

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

    92 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        I guess it's nice to know I'm not alone. In an effort to start planning more strategic membership recruitment, I spent a lot of time on the Wild Apricot site looking for analytic capabilities. What a surprise to realize there are none, which seems very strange given the amount of data that is being collected and archived. Please consider this a strong vote in favor of developing useful analytics as part of the Wild Apricot package.

      • docjohn commented  ·   ·  Flag as inappropriate

        We've been an active user of Wild Apricot for over 8 years. The lack of any type of membership reporting is driving us to consider other membership platforms. (That and the new outrageous fee they want to charge monthly for not using their payment processor.) WA has really taken a hit in its ability to provide the features users actually need to be effective for their small non-profit organizations.

      • Robin commented  ·   ·  Flag as inappropriate

        Hi Steve,

        So whenever a member renews (or any other change is made to the contact/member record) if you use the new Integromat integration your flow can monitor for any contact changes in your WA DB. While this module only returns limited data - it does return the contact ID. This can then be used with the get contact details module in Integromat. From that module you can extract whatever fields your want and then write them to a Google Docs sheet.

        You can then sort or select whatever data you are interested from the Google Docs sheet.

      • Steve Abernathy commented  ·   ·  Flag as inappropriate

        We just signed up for Wild Apricot and during configuration realized that they have zero historical membership tracking data. Wow! As some have already commented, this seems to be at least a seven year old request. Unless we can find a work-around, I will be cancelling the subscription. We were trying to move off of Abila (which is ridiculously expensive and full of bugs). The inability to run a membership status report as of a specific date (i.e. monthly, quarterly, year-end, etc.) is mind-boggling. As some have said - membership 101. Get a clue Wild Apricot.

      • Timothy Kammerer commented  ·   ·  Flag as inappropriate

        As an organization that uses the Calendar year for our membership term, it is important to be able to identify those members are active as of the day the report is ran, but does not include members who have prepaid for next year and weren't active as of the report. Our membership has voting privileges associated with their active membership, and we need to be able to identify these individuals. Tim K.

      • Josh Hunt commented  ·   ·  Flag as inappropriate

        I'd like to see a graph of the number of members I had as of the first of the month, each month going back servarl years.

      • Anonymous commented  ·   ·  Flag as inappropriate

        How long will it be before this feature is enabled. It's the main reason why we purchased this platform. Would love to see this before the end of 2018.

      • John Kelly commented  ·   ·  Flag as inappropriate

        We need the ability to look at membership trend reports from one year to the next. Please add this feature.

      • BS commented  ·   ·  Flag as inappropriate

        The ability to track membership numbers from various time points should be a no brainer for a MEMBERSHIP service... (insert eye roll here) Come on Apricots from the Wild!

      • Anonymous commented  ·   ·  Flag as inappropriate

        Please, please, please add some features that allow us to look at historical data about our memberships. It's vital to be able to analyze what trends are, what works, how long are members staying - in every category. Have they taken classes? We desperately need historical data!!! I'm happy to talk to someone about this. Thank you, Carla Mackey, BARN Membership Coordinator 206-842-4475 ext.202 or membership@bainbridgebarn.org

      • schuttereed commented  ·   ·  Flag as inappropriate

        We need a simple option in Custom Reports that allows us to input an arbitrary date. EX- July 1 (any year) plus active membership. To see your numbers/list for any year at any time.
        Thank you.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I am appalled that I cannot generate a report that allows me to compare monthly and yearly membership growth. I must have this type of report to present to my board, and to have a successful membership drive.
        this is ridiculous
        South Main Association
        Membership Chair
        Lisa Akbari

      • Anonymous commented  ·   ·  Flag as inappropriate

        We have many people who join for one year and then never renew their membership. It would be very helpful if I could provide trend data on memberships: for example, how many people joined in 2015 and renewed in 2016 but not 2017 or 2018? How many joined in 2015 and never renewed their memberships? At present, since I have to aggressively archive lapsed members (because there are so many people joining for one year and then never renewing), I can't get any sense of this information. Thanks!

      • jennak commented  ·   ·  Flag as inappropriate

        We need to be able to look back at last years/months numbers and see how we have grown or how memberships are falling short...

        We want to know how many members we had.. on x date.. and have a snap shot and a report...

      • Anonymous commented  ·   ·  Flag as inappropriate

        In addition to other requests, we'd like to know how many and which types of events each member attended, and analyze events by registration type.

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