Hello!
Our Director of Membership Relations is seeking a report or list that will give her a renewal rate for Memberships for the past three years. I checked and didn't see anything super straight forward that could pull this information. Have any of you had success using an pre-made report or utility for this kind of information? Or is there a list or extraction I could pull?
Any help would be great. Thanks!
Laura
Since memberships span fiscal years and I wanted a view of renewal rate from FY to FY, I originally pulled this data manually.
Klearsky has since built a custom report for me that shows renewal rate by donor level (again from FY to FY), my overall renewal rate, and breaks down by increased/renewed/decreased/unrenewed by level.
It's really terrific to have.
Megan
There are several standard reports in the Membership report folder that are helpful – try the Membership Renewal Analysis, for example.
____________________________
Julie P. Hamre
Staff Accountant
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
www.strathmore.org
301-581-5136
jhamre@strathmore.org
In office Monday-Thursday
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Berube Sent: Thursday, December 17, 2015 11:50 AM To: Julie Hamre Subject: [Tessitura Development Forum] Annual Renewal Rate by Fiscal Year
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Hi Laura,
I would use the membership cube in T-Stats for this information.
Susan