Membership Lybunts and Renewals

Hi Julie,

The Membership Detail report when exported gives you the NRR status along with Current Status of membership, i.e. if either Active or Lapsed (based what you have set up to be lapsed.).  It also includes the membership level and the Upgrade indictor, so if you have it in Excel or Access you could run some analysis on how many new donors you have at each level, how many renewed and how many reinstated, as well as how many are still lapsed.  Also the pledge and avc columns can be added to see the total amount of dollars that went to that membership level.

T.C. Brown

Database Administrator

412.392.4834

I understand that LYBUNT information can be found via the campaign giving comparison report.  But is there a way that membership record NRR statuses can capture information on LAPSED and RENEWED donors?  I mean these in the true senses of the words where lapsed donors have not given since one or more fiscal years ago, and renewed donors have given in consecutive fiscal years, regardless of initiation dates. 

We would like for our membership records to reflect all aspects of our annual fund standings - numbers at each level, movement trends, and lapsed/renewal details - with reports to spell everything out.  And the more automated we can make the recording process, the better.  Additionally, no membership reports seem to show the NRR info as it is currently defined... ???

Help?

Julie

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Hi Julie,

The Membership Detail report when exported gives you the NRR status along with Current Status of membership, i.e. if either Active or Lapsed (based what you have set up to be lapsed.).  It also includes the membership level and the Upgrade indictor, so if you have it in Excel or Access you could run some analysis on how many new donors you have at each level, how many renewed and how many reinstated, as well as how many are still lapsed.  Also the pledge and avc columns can be added to see the total amount of dollars that went to that membership level.

T.C. Brown

Database Administrator

412.392.4834

I understand that LYBUNT information can be found via the campaign giving comparison report.  But is there a way that membership record NRR statuses can capture information on LAPSED and RENEWED donors?  I mean these in the true senses of the words where lapsed donors have not given since one or more fiscal years ago, and renewed donors have given in consecutive fiscal years, regardless of initiation dates. 

We would like for our membership records to reflect all aspects of our annual fund standings - numbers at each level, movement trends, and lapsed/renewal details - with reports to spell everything out.  And the more automated we can make the recording process, the better.  Additionally, no membership reports seem to show the NRR info as it is currently defined... ???

Help?

Julie

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!