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:
Is it the case that 'Current Membership Level' is the most up-to-date (as in, active currently/today), and 'Membership Level' means 'at some point, this level was/is connected to the account'?So if I have a 'Family' Membership that is paused (but not deleted/ ended), and a higher level (Bay circle, or something) that is currently active, both those would apply to me. My 'Membership Level' would be 'Family' and 'Bay Circle', and my 'Current Membership Level' would be 'Bay Circle'?
In your example, both memberships would be reportable in the Memberships perspective of Analytics. And with a filter on Current Record, would only report the Bay Circle membership. However, if you had a third membership, active, in another membership organization, e.g. Penguin Level, then the Memberships cube, filtered to Current Records would return both the Bay Circle and the Penguin Level (assuming both membership organizations were in scope for the dashboard).
And the Current Membership division element would report only the active Bay Circle membership. However, if you had a third membership, active, in another membership organization, e.g. Penguin Level, then Current Membership would only return Penguin Level and not Bay Circle. This would be the case even with the dashboard set to only report on the Bay Circle's membership organization.
Thanks, I hope that helps a bit.
I think that makes sense. We have only one Membership Organization, so that simplifies it for us.A question about historical reporting. If we're looking for 'total membership count in June of 2019', we would have to use 'Membership Level', correct? Almost all our memberships are year-long, so any that were active then ('current membership level' at that point) would not be now. Is that the case?
Completely correct. And you'd set the expiration date filter as From: June 1, 2019, To: Latest Date. And the initiation date filter as From: Earliest Date, To: June 30, 2019.