• Replies 3 replies
  • Subscribers 414 subscribers
  • Views 32 views
  • Users 0 members are here
Related

Membership Update Reports

Michael Joyal
$organization

May I ask for some feedback on how other prganizations use the Membership Update Report? More specifically, how often they run the report, any issues they find, does it allow you to check the accounts that have been updated, etc.

Many thanks!

See you in San Antonio!

Michael

  • $organization

    We have to run this daily because we have members who expire on every day of the year.  We run it at about 11:30 PM each night, so that people won't have their memberships expired until the end of the day of their expiration.  I have our SA send my department a copy of the report results, which list the number of people who have been moved from each status.  This allows me to keep an eye on how many have expired, etc.  But I've never seen anything that will give you a listing of WHO was expired.

    One thing I'll say is that if you really do use the status of memberships, as we do, you should keep a very close eye on this report.  We've had some problems with it not running when something goes awry with the report server, and we also had a weird patch a month ago where it was running at the wrong time, and thus expiring people in the morning instead of at night.  The membership status is what determines whether the patron gets member rates online, so it's a big deal for us if it's wrong.  I have one staff person who is particularly good at watching for details, and she logs the numbers in the report into an excel doc every morning, both so I can watch the trending and so that we'll know ASAP if the report runs incorrectly.

    Any other questions, let me know!

    Beth

    * * * * *
    All aboard to experience a legendary journey on the world’s most famous ship.  Titanic: The Artifact Exhibition is now open at the Science Museum of Minnesota.   Log on to www.smm.org/titanic today to reserve your boarding pass.

    Be social!  Find the Science Museum on Facebook, Twitter, MySpace and more.  Log on to www.smm.org/social for more information.

    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829

    ----- "Michael MacMillan" <bounce-michaeljoyal1033@tessituranetwork.com> wrote:
    | From: "Michael MacMillan" <bounce-michaeljoyal1033@tessituranetwork.com>
    | To: bvarro@smm.org
    | Sent: Friday, August 7, 2009 9:30:22 AM GMT -06:00 US/Canada Central
    | Subject: [Tessitura Development Forum] Membership Update Reports
    |
    |

    May I ask for some feedback on how other prganizations use the Membership Update Report? More specifically, how often they run the report, any issues they find, does it allow you to check the accounts that have been updated, etc.

    Many thanks!

    See you in San Antonio!

    Michael

    |


    [edited by: Todd Lantry at 2:42 PM (GMT -6) on 7 Aug 2009] deleted extraneous links
  • $organization

    We run it daily too.  We run it through an SQL Server job for stability, and that job sends an email when completed or when an error occurred.  I have a custom report that shows who actually got updated, but I don't think the team uses it that much now that it's running pretty smoothly.

    We've had to stop using the Tessitura Report Server because, like Beth, we found quirks with it that required a lot of staff time to monitor, and now that we're on our new servers we can't run it at all because it still can't run as a service and our security policy won't allow a session to stay open and unattended on our servers for very long.

     

  • $organization

    Michael,

    We run our Membership Update Report once a month as all of our memberships expire at the end of the month.  I've never had a problem with it not running but I do check it to make sure it has run.

    We do not run any other reports to see what accounts have been updated,  no one in devo has really been interested in that.

    Dale