The Membership Statistics Report contains vital summary information on new membership, retention, subscription renewals, and expirations.
To open the report...
- From the CRM Toolbar, select Reports > Built-in Reports.
- Select the Membership Statistics report from the reports landing page. The report screen appears.
This report defines the following conditions:
- Start Count –the number of Active members on the first day of each defined section. This is the # of subscriptions that have an Active Date < the first day.
- (Members)–the number of individual constituents included in the active subscriptions. For example, you only had one membership in Salsa CRM, and it was a Family membership with five constituents; the Start Count would be 1, and the Members count would be 5.
- New – the number of subscriptions processed within the defined period.
- (New) Amount – the amount of money due for those new memberships.
- Renewed – the number of subscription renewals processed within the period.
- (Renewed) Amount – the amount of money due for those renewed memberships.
- Expiring – the number of subscriptions with an End Date that falls in the defined period; these subscriptions would expire if you took no action to renew them.
- Expired – how many subscriptions were set to expire and actually expired within the period.
- Retention – the percent of memberships that were going to expire and yet renewed prior to expiration.
For example, if I had a subscription (in red) set to expire in August, and I didn't renew until Sept, what you would see is...
...which shows you that you did not retain the expiring membership in the intended month, but you retained it for the quarter.
In the below scenario (colored green), the campaign manager renewed a membership in early August that was to expire in September. You would see the following:
It is important to note that you cannot determine retention rates for the quarter/year/overall by attempting to do any kind of math on the subsections (for example, months). If you had ten memberships expiring and seven renewed in April—but then two of those three expired memberships renewed in May or June—for the second quarter, you would have nine renewals, which would make the rate for the quarter 90%.
- End Count – the end count lets you know how many subscriptions are still active at the end of the defined period. If membership expires on the last day of the month, the end count will NOT include it even though that membership is active on the last day of the month. Think of the end count as occurring after 23:59:59 of the last day.
There are filtering criteria on the left side of the report window that you can select to determine what conditions include or exclude donors in your report. Criteria labels indicate whether they are to include or exclude information from your report.
If you select any of these criteria, you will need to click the Run Report button on the lower left side of the window to have the report reflect the change in criteria. You may define the following report criteria.
The reporting timeframe depends on a Subscription's start and end dates falling within your range.
Select other membership options by checking the appropriate box:
- Gift Status
- Complimentary Status
- The Title automatically populates with your Organization's Name. If you wish to change the Title for this report, you may do so by placing your cursor in the Title field and typing a new title.
NOTE: To permanently modify the Organization Name, users must have the Data-Related Configuration permission to change the Company Name in the General Configuration.
- The Subtitle automatically populates with the report name. If you wish to change the Subtitle for this report, you may do so by placing your cursor in the Subtitle field and typing a new title.