Membership Report
The membership report is a powerful tool that allows you to view detailed information about your members. This information can be used to build reports and gain insights into your membership program.
Viewing the Report
To access the membership report, navigate to the "Members" section of the dashboard and select "View members" from the list of available reports. This will bring you to the membership overview page.
Membership Program Breakdown
The first section of the report displays a breakdown of your members by membership program. This allows you to see which programs are most popular among your members and make informed decisions about your membership offerings.
Membership Status Breakdown
The next section of the report shows a breakdown of your members by their membership status. This includes active, expired, and cancelled memberships. This information can help you identify trends and make adjustments to your membership program to retain more members.
Other CRM Information
The final section of the report includes other CRM information related to your members, such as contact information and membership start and end dates. This information can be used to create more detailed reports and gain a deeper understanding of your members (see below for a CRM data available)
Exporting the Report
If you would like to save or share the membership report, you can easily export it to a CSV or Excel file. This allows you to manipulate the data and create custom reports for your organization.
The membership report is a valuable tool for any organization looking to gain insights into their membership program. By utilizing the information provided in the report, you can make informed decisions and improve the overall success of your membership program.
How to Run an Activity Report
You can track the number of daily, weekly or monthly member check-ins via an activity report, which will be useful for analysing footfall of members and to compare this with your revenue to see average spend during different times of the day.
An activity report is created by a member check in, either with a membership card or by manual check in.
From the toolbar, click on Member and click on Activity Report.
Choose the dates you would like to run the report on. If you would like to, you are able to filter the report down by status. You also have the option of selecting a pre-defined report if you would like.
Click Apply.
All activities that match the search terms will populate. If you would like to export the report, you can do so by clicking the export button in the top right corner. This will produce a CSV file.