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Ticket Averages for Past Members

Leah Anglum
$organization

I'm having trouble getting Ticket Count, # Performances, and Paid Amount for expired members...the only thing I see regarding membership as a filter is Current Member Expiration Date and if I use that for a block of time the report shows nothing...works when I'm doing it for future expirations but not when I'm going back to lapsed/expired members...am I missing an option to just filter by expiration and not current expiration???

  • $organization

    Hi Leah,

    There isn't a standard constituent element or "Past Membership" related information (See "Constituent Dimension").

    The "Is Member" field however, could be configured with multiple constituency codes indicating constituents' membership standing as being current or past. If you have constituency codes for this purpose already, this is the quickest and easiest implementation for your needs. (See "Configuring the Is Member, Is Single Ticket Buyer, and Is Subscriber Fields".)

    The "Current Membership Level" field could also be reconfigured from only reporting memberships that are current, to instead report the Level if the membership is current, and to return "Past" or "Lapsed" or something if the constituent is not current and has a past membership.  

    • Remove the data_where so that the element is not limited to m.cur_record='Y'
    • Update the data_select to something like the following to return the level of the current membership when the constituent has one, otherwise, show the literal "(past member)"
      MAX(CASE WHEN m.cur_record='Y' THEN l.description WHEN m.expr_dt < getdate() THEN '(past member)' ELSE '(none)' END)

    There are also "Custom" configurable Constituent Elements that could be used for this purpose, if you'd rather start from more of a clean slate.