List of Members from Last Year?

You can use the Membership Totals report, but the key is to think carefully about your expiration date parameters.

For example, our memberships all end on the last day of the month.  So if I want to know how many active memberships I had as of June 30, 2011, I would set the expiration date parameters to be 6/30/11 through 6/30/12.  (Actually, in our case I would extend the second date out another year to 6/30/13 because occasionally we give folks two-year memberships.)  This should give you a count of how many patrons had the status of Active as of 6/30/11.

_______________

Julie P. Hamre

Finance/Development Associate

Strathmore Hall Foundation, Inc.

5301 Tuckerman Lane

North Bethesda, MD  20852-3385

301.581.5136; fax 301.581.5201

www.strathmore.org

Support what you love. Strathmore Stars enjoy

10% off Strathmore performance tickets, advance

ticket purchase, discounts in the Shops at

Strathmore and in Tea Room, and access to special events.

Hello everyone,

I am struggling to come up with a way to find out how many active Members there were at a point last year to compare with the present.

My intent was to generate a List with consituents who have a membership valid on a certain date in the past, but I can't work out the logic, or even if that's possible.

Does anyone have any pointers, or know of a more elegant solution to compare how membership numbers change year over year? I'm sure this must be a common data point that orgs would require.

Many thanks,

Nicholas

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You can use the Membership Totals report, but the key is to think carefully about your expiration date parameters.

For example, our memberships all end on the last day of the month.  So if I want to know how many active memberships I had as of June 30, 2011, I would set the expiration date parameters to be 6/30/11 through 6/30/12.  (Actually, in our case I would extend the second date out another year to 6/30/13 because occasionally we give folks two-year memberships.)  This should give you a count of how many patrons had the status of Active as of 6/30/11.

_______________

Julie P. Hamre

Finance/Development Associate

Strathmore Hall Foundation, Inc.

5301 Tuckerman Lane

North Bethesda, MD  20852-3385

301.581.5136; fax 301.581.5201

www.strathmore.org

Support what you love. Strathmore Stars enjoy

10% off Strathmore performance tickets, advance

ticket purchase, discounts in the Shops at

Strathmore and in Tea Room, and access to special events.

Hello everyone,

I am struggling to come up with a way to find out how many active Members there were at a point last year to compare with the present.

My intent was to generate a List with consituents who have a membership valid on a certain date in the past, but I can't work out the logic, or even if that's possible.

Does anyone have any pointers, or know of a more elegant solution to compare how membership numbers change year over year? I'm sure this must be a common data point that orgs would require.

Many thanks,

Nicholas

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!