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Add Recent Renewals to Member List Summary

I use the Member List Summary page all the time to keep an eye on current membership numbers, but I would love to see an added column that shows how many members have renewed in the last 7 or 30 days (in addition to the "New In Last" columns).

Because we have a large number of lapsed members in our database, the "New in Last" columns are not always helpful to me on their own, either in terms of giving an accurate idea of recent membership activity, or in easily finding a lapsed member who has recently renewed. An additional "Renewed in Last" section (or even a combined "New/Renewed in Last") section would give me a much better high-level view of overall recent activity, and I would imagine that would be true even for organizations that do not have a large number of lapsed members in their database as we do.

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Claire Smith shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

5 comments

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  • Carol Gordon commented  ·   ·  Flag as inappropriate

    Agree - one of our key requirements is tracking Renewals. We have created a new version of the Summary report that includes additional columns for Renewals Completed, and Net Membership Changes (New-Lapsed). We need help flagging Renewals, since our calculation is now based on Renewal Due Date > Comparison Date (we specify date), as well as manual review/counts. We also would like to have the Summary dates be a variable, so that the "in last 7 or 30 days" can be whatever days/dates we specify, as with much of the other WA reporting/query options. (Pending data is not useful for us.)

  • Mary Adams commented  ·   ·  Flag as inappropriate

    Addendum: I just found the list by searching the email log for "thank you for renewing." Not ideal but at least I can see them....

  • Mary Adams commented  ·   ·  Flag as inappropriate

    This doesn't seem to be a hot topic for people but it's a great idea. We want to feature renewing members but there's no easy search that I can find to show us this. I know that you're working on member data. This is a good point to consider.

  • Gail commented  ·   ·  Flag as inappropriate

    I agree that we totally need this information. However, I think it should be:
    Renewals last 7 days
    Renewals last 30 days
    Level change last 7 days
    Level change last 30 days.
    This would allow you to be more cognizant of all of the changes that are going on.

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