Hello,
I need help finding out the total number of members on an active membership.
I have found my total membership count in analytics (6,352 ) but since we have bunch of levels of memberships with different amounts of people per membership.
For example a family membership could have 3-6 individuals/constituents on it.
I need to find out for the 6,352 active memberships we have currently, how many total members is that?
Total number of memberships vs. Total number of members (constituents with an active membership on their record).
Please help me out as I am very new tessitura and need help ASAP!
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Hi Kaitlin! This is an interesting one. Does your organization have in place a way to specifically track how many people are using a given membership? So, for example, if you look at Bob Smith's record is there someplace that notes that his family membership has four individuals using it? Or is it a matter of how many people are members of the household record? Just trying to figure out the best way to approach this.
It is just a matter of how many people are on the household record as that is where family memberships live.
If it is a senior/adult/youth membership - it just lives on the individual constituent record.
Hm...I wonder if it may make sense to pull a list using the Family Membership as the criteria, and then under the Advanced Relationship options go to Add Affiliated Individuals and select the Adult Member (Household) and Child Member (Household), and then choose "Only keep the related constituents that were added". Does that make sense? So it would look like this:
The down side is you would have to pull the number of individual-based memberships separately, but it would be easy enough to add the numbers together. I'll think on this some more (or see if anyone else has better insight!)
Can you turn that indicator into a pivot in analytics, expand it by adding in constituent id, and either download as excel or jump_to dashboard and save as list if you're not filtering the value?