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.
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* Attrition - How many members within a certain time period have not renewed or have been archived .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.
Dmitry Buterin commented
Feedback from one of the users:
"...We need to be able to see membership trends – how long someone stays a member, percent increase/decrease in each category of membership from year to year, as well as subcategories (for example, we have our members select what services they provide – showing increases/decreases in those subcategories as well. So, for example, we can share with our board whether membership is increasing or decreasing over last year and if so in what categories? How is the profile of our membership changing?..."
I would appreciate votes and comments from other users - especially additional details/examples
Gordon Stewart commented
The Wild Apricot membership, contact, event and donation systems contain vast amounts of hugely valuable raw data but there are few tools to summarize this data and no way to distribute it.
The Dashboards are valuable but contain limited information and no distribution tools.
The report generation tools for Events are quite wonderful. They are flexible, customizable and do a great job of summarizing data. However their value is minimal since there is no way to capture or distribute the information they provide.
Could you please:
* Provide a reporting tool for Members similar to the reports for Events
* Provide these and all other reports with an "Export" button.