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* Attrition - How many members within a certain time period have not renewed or have been archived .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.
Membership trends report is available now. You can compare how your membership base changes over time and how it affects the organization’s revenue.
Historical data is available from the beginning of 2020.
See this help article for details https://gethelp.wildapricot.com/en/articles/1718
More reports will follow.
For any changes in reporting, please create a separate topic.
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Leya Duigu commented
We would like to see a feature that shows how many active members we had on a given date.
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Anonymous commented
Currently I'm trying to put a report together that will outline my retention and attrition rates year-on-year however this is complicated by the fact that not every member has the same renewal date or the same membership level. It would be most beneficial for a membership based organisation to know exactly how many members renewed in a specific time frame (say 12 months) and how many have left.
I hope WA is able to assist with this in the near future.
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Ruthi commented
We need this as well, not just for information's sake but because we pay our parent organisation a fee based on how many active members we have on the 31st of March every year.
So far I haven't missed taking a screenshot on the day but...
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Anonymous commented
This would be a brilliant update, particularly when managing membership drives and when a Board is focussed on building membership.
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[Deleted User] commented
Yes! We have Honorary Lifetime members whose Renewal Due is "never." When the Board asked me how many members we had on a certain date, I searched on Renewal due on or after, but had to just count the Lifetime separately and add that to the total.
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Patrick Murphy commented
I would like the ability to get a "snapshot" of membership statistics (such as the Member List/Summary table) at any given date in the past since joining WildApricot. This would be very helpful in such things as "how has membership grown since certain dates in the past, or after our last three conferences". Right now I have to manually remember each December to take a snapshot of our member stats, and this would only give a year-to-year comparison.
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docjohn commented
Is anyone listening? This is a feature suggestion that's been asked for now for 5 YEARS and still no easy way to report on the very basics of membership:
- What is my organization's membership retention rate?
- How many 1 year members are renewing vs how many 5-year-old members are renewing? (e.g., are we losing newer members due to lack of engagement or such?)
- Let the report be organized by what's important to the organization: membership level, membership age
- Let the report be defined in user-chosen time periods:
- Monthly
- Quarterly
- Annual
- Since start of org/WildApricot
- Custom time rangePlease create this reporting option! Right now, I have to spend a long time running multiple custom queries to try and get this information from the system. It's a time-consuming and frustrating process.
Thank you.
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Virginia commented
Yes, please! I report monthly on our year-to-date retention. Currently, I have a excel file exported from our membership list. Once a month a manually check the list against those who have renewed to calculate our retention rate.
Sometimes I do it immediately, sometimes I save renewal notifications to admin, sometimes I search for the names in the db to see. I haven't yet found a system that consistently works well.
In my case, if the Membership Summary table had an additional column for "Renewed in Last" - 7 day / 30 days. I believe I would have all the quick data I need.
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jenpen commented
Our membership officer worked it out. She did an advanced search for "paid on or before June 30th 2014". It seemed like the right thing - because we only launched in May.
But we only have financial memberships so perhaps your idea is better? What do you mean "work backwards from there"?
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Fluid Apricot commented
There is currently no way to run this type of report (if you only have paid memberships you could try running a financial report instead for that period, then work backwards from there but its not very accurate).
If its urgent we can get you a copy of your recent member database for any specific date in the last 30 days. Contact us at support@wildapricot.com if you need that backup.
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Rgm5602 commented
Thanks for the reply. At least I know I can stop looking for a way to do it!
This seems like a useful issue to pursue a solution for. In my situation, I have a need to look back at our history for reporting to our national organization, and the data is all in my web database, but not in a form that is accessible and usable for this purpose. Would sure appreciate an upgrade if at all possible! There must be other organizations using this service that would find this helpful(?)
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anonymous_216.191.42.186 commented
Unfortunately, there is no way to do this in Wild Apricot. There is no historical data kept for your membership for you to query. You could use the 'Member since' criteria to see how many members you had during a time period, however, you wouldn't be able to further filter out who was active and lapsed during that time.
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jenpen commented
Is it possible to get a list of all members as at 30 June 2014?
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Brandon Longley commented
This functionality would be useful for our organisation to have. At the moment we have to export the saved search to an excel spreadsheet and format it into a word document. It would be nice to have Wild Apricot generate these reports similarly to how payments reports are created.
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Secretary Numa commented
Point 2 above..."lapsed members that have not yet renewed" would be a particularly useful report around renewal time. We have many lapsed members that try to access services after their membership falls due for renewal. If this report could be set up to run automatically and sent to multiple email addresses at regular intervals (during the renewal season) it would be very helpful.
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docjohn commented
Following up with this, as I still don't see an easy way to get this statistic or report out of the current system.
For a nonprofit, boards want to know, "How many of our members are renewing?" It's a simple question. There's a big difference between "20%" and "80%."
1. You calculate it by looking at all the members in a specified time period, and see how many renewed versus how many let their membership lapse. If you have 100 members and your standard membership level is for one year, then if you run a one year report, you'll know how many of those members renewed in the past year.
3. Most of us use different membership levels. So I might want to report out each specific membership level's renewal rate. Are "Gold" members renewing at a lower rate than "Bronze" level members, for instance? (The labels are just arbitrary, just to give you an example.)
4. MailChimp does this and lets you know how your newsletter's open rates compare against the industry standard (the industry is chosen by the user, and there's only a dozen different industries to choose from). This is probably a harder stat to grab readily, so it's not nearly as important as #1.
And #1 is super important. Today I'm trying to compile this data, but it means going in and running multiple advanced searches on the membership database trying to find who's lapsed in the past year versus years past, etc. etc.
Thanks!
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Dmitry Buterin commented
Thanks for posting. This really helps as this provides us with some specific details.
Let me confirm, in #1 - how exactly would you want to calculate the renewal rate?
#3 - what do you mean by 'membership rate in different levels'?
#4 is a great idea - we have been thinking about this for a while - but have to be careful re privacy considerations.
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Evgeny Zaritovskiy commented
Good idea, thanks.
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Evgeny Zaritovskiy commented
Can you please create a dedicated wishlist thread (in our Wishlist forum) about auto-generated reports? This is something new and I want to discuss this separately.
And can you please also put some more details into the thread - what kind of reports you want to auto generate and why you need this?
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douglaskot commented
And even better still would be automated summary reports that would generate a report each month, or for other set periods of time.