Thank You to our Sponsors

Membership Reporting: Unraveling the Mystery

Membership Sales and Activity Report Active Members by Membership Type Retention Report Association Summary Report General Summary Agenda

Membership Sales and Activity Report

Report Calculations

Report Updates Real Time

Best Use

Beware

Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot

Sales and Activity Report

Active Members by Membership Type

Report Calculations Active Units Active Members

Report Updates Real Time

Best Use

Beware

Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot Active Members by Membership Type Adds all active members / units of the membership type within a branch Real Time Compare active members to active units Drill down Snapshot Doesn’t contain historical data

Active Members by Membership Type

Membership Retention Report

Report Calculations

Report Updates Real Time

Best Use

Beware

Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot Active Members by Membership Type Adds all active members / units of the membership type within a branch Real Time Compare active members to active units Drill down Snapshot Doesn’t contain historical data Retention Analysis Retained / Original Cross membership type moves are not retained Real Time Identify trends Identify focus areas Identify strengths Retained Count will not sum Cross membership type moves

Membership Retention Report

Association Summary Report

Report Calculations

Report Updates

Best Use

Beware

Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot Active Members by Membership Type Adds all active members / units of the membership type within a branch Real Time Compare active members to active units Drill down Snapshot Doesn’t contain historical data Retention Analysis Retained / Original Cross membership type moves are not retained Real Time Identify trends Identify focus areas Identify strengths Retained Count will not sum Cross membership type moves Association Summary Report Captures the last event Snapshot data Available on 1 st of the month Monthly review Static review Will not match Sales & Activity Last activity on the unit Data requirements consistent

Association Summary Report

General Summary

Report Calculations

Reports Updates Real Time Nightly

Best Use

Beware

Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot Active Members by Membership Type Adds all active members / units of the membership type within a branch Real Time Compare active members to active units Drill down Snapshot Doesn’t contain historical data Retention Analysis Retained / Original Cross membership type moves are not retained Real Time Identify trends Identify focus areas Identify strengths Retained Count will not sum Cross membership type moves Association Summary Report Captures the last event Snapshot data Available on 1 st of the month Monthly review Static review Will not match Sales & Activity Last activity on the unit Data requirements consistent General Summary Unit Info – Adds units Member Info – Add members History – Sales and Activity Report Real Time / Nightly Comprehensive View of membership demographic and activity Can’t drill down to analyze numbers

General Summary

Membership Reporting: Unraveling the Mystery