Hello Everyone,
I am hoping someone can assist me with this. I am trying to add a widget to my membership dashboard that breaks down our membership levels and then tells us how many active memberships we have for that day for each level. I know that in list manager the only way to get this is to create criteria where the membership exp date is greater than or equal to DATE and then the membership Initiation Date is less than or equal to DATA but I cannot figure out how to get this in analytics.
Using the option for active memberships in a widget does not provide accurate numbers. Any assistance would be appreciated!
Thanks!
Samantha WilsonThe Neon Museum
Hi Samantha,
You can do this with a dashboard filter on Expiration Date set to use the Time Frame of the "next" 1000 days, and an Initiation Date set to use the Time Frame of the "last" 1000 days.
MembershipsActiveToday.dash
I have a question related to this. When I set this up, and set two rows (one for Membership Level and one for Current Membership Level), they return different numbers:
What does that mean? Which one is 'correct'?
Hi Nathanael,
A couple things at play here. And Samantha, this is relevant for you too. The sample I provided did not filter on the status of the memberships... only their initiation and expiration dates. Here I've grouped the Membership count results by Current Record. So a dashboard filter set to only include Current Records is probably warranted.
Current Membership Level is a constituent division element, populated during the load. These fields are predominantly intended for cross-cube reporting, allowing us to look at ticket buyers current membership level, and donors total ticket purchase amount. A single constituent can only have one distinct value for any given division element. A constituent with multiple active memberships will only have one of those memberships represented in the Current Membership Level field. From Help:
The membership level description of the constituent's current membership record. If the constituent has multiple membership records in a current status, the alphabetically last description is chosen.
Checking on #37183 from my output above, the constituent element differs from the membership that's within the scope of my dashboard filters: