Membership summary export report

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Filters

Options

Save Report Definition

Report Output

 

Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.

 

The following fields are available on the Membership Summary Export page:

Name of Field

Type

Description

Filters

Report Filter

Hyperlink

The following filters are available on the Membership Summary Export page: Package, Package Category, Package Site, and Date Period.

 

Click the Report Filter link to learn more about reports and their filters.

Options

Retained Membership In

Button

Option to decide which records to include in the report.

 

The choices are:

  • Same package: retained members who still have the same package

  • Different package: retained members who purchased a different package

  • Any package: all retained members, whether on the same package or a different package

Multi-Pass Packages

Radio buttons

Option to count multi-pass packages as one only, or count each pass holder individually.

 

The options are:

  • Count each household member as 1 unit: Each person who has a pass assigned to them will be counted in the report. For multi-pass packages, each individual pass holder/member will be counted in the report. For example, if a family package has 5 passes issued, the total number of members will be counted as 5.

  • Count entire household membership as 1 unit: The entire package will only be counted as 1, regardless of how many passes have been issued. Multi-pass packages will be counted as a single unit, and only primary members will be reported. For example, if a family package has 5 passes issued, then the membership will be counted as one unit in the report. For any other member details, only the details of the primary member will be included.

Include Pass

Dropdown list

Specify whether or not you would like to include retention-eligible passes in the export.

 

The options are:

  • All - include both retention-eligible passes and non-eligible passes

  • Retention Eligible Pass Only - include only passes that are retention-eligible

  • Non-eligible Pass Only - include only passes that are not retention-eligible

Output Type

Dropdown list

Select the output type or format of the report.

 

The options are Adobe Acrobat Reader, HTML, or Microsoft Excel.

Save Report Definition

Report Title

Text

Option to save the report definition for later use.

 

Click the Report Filter link to learn more about report titles.

Report Output

The Membership Summary Export output includes the following information about each membership package.

 

Suspended members are considered to be active.

SiteName

 The site associated with each membership package.

CategoryName

(Package Category)

 The package category associated with each membership package.

PackageName

 The name of each membership package.

AtStart

(Beginning Units)

The number of active members as of the day prior to the start date of the report’s date range.

Joined

 The number of those who have joined and had not previously been active members during your configured retention period.
Reinstated The number of renewals within your configured retention grace period.
BranchIn
(Branch Transfers In)

The number of members who have transferred in from another site.

 

Note: This number can include transfers into a different package or the same package.
BranchOut
(Branch Transfers Out)

The number of members who have transferred out to another site.

 

Note: This number can include transfers into a different package or the same package.
PackageIn
(Package Transfers In)		 The number of members who have transferred in from a different package within the same branch.
PackageOut
(Package Transfers Out)		 The number of members who have transferred out to a different package within the same branch.
Terminated The number of members whose membership package expired.
Retained
(Retained Terminations)		 The number of members who were active at the beginning of the period, terminated during the period, and then reinstated after the period but within your configured retention grace period.

AtEnd

(Ending Units)

This number is calculated using the following equation:

 

AtStart + Joined + Reinstated + BranchIn - BranchOut + PackageIn - PackageOut - Retained - Terminated.