Hello,
I’ve looked through the forums and documentation and haven’t found an answer to my issues.
Every month, my financial team needs to know the Total Amount of Memberships (as in total Memberships for the whole business, and just how that number grows or shrinks per month) as well as the Total Amount of Individual Members per month.
I’ve found that this information is accessible by Dashboards, but here is my problem:
Since we’ve had a fairly busy launch, I haven’t had any time to fill out some of my monthly reports, and the team needs my totals for November and December. I can see in our membership Dashboard the amounts that we currently have, but not the information per month. I was trying to find a report of all Membership expirations over the course of those months, as I could just subtract them from the amount of new purchases and renewals we’ve had each month, but I can’t seem to find that information anywhere.
For example, here are some previous months info:
Active Members
Apr
May
Total # memberships
4,243
4,153
Total # members
12,373
12,168
I’ve tried creating a dashboard, but none of my formulas seem to take, there’s always an error message no matter what criteria I select.
Thank you,
Logan Stefanson (he/him)
Membership & Data Coordinator
Hi Logan,
These might help:
Basically though, filter to membership start date on or before the last day of April and membership expiration date on or after the first day of April, and that will give you the total count of active members in April.