237 votesVirginia 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.Virginia supported this idea ·