Membership retention

This report displays membership retention information of selected packages for a particular period. It shows the total number of members of the package, the number of retained members during the period, and the retention rate.

Location

Reports > Membership Reports > Membership Retention

 

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.

 

This following fields are available on the Membership Retention Report page:

Name of Field

Type

Description

Filters

Report Filter

Hyperlink

The following filters are available on the Membership Retention Report page: Package, Package Category, Package Site, Retention/Date Period, Customer Type, Demographic, Geographic Area and Age Range.

 

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

For 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.

Retired

Dropdown list

Option to include memberships of customers in the report depending on their status.

 

The options are:

  • All Customers - includes both retired and active customers

  • Exclude Retired -retired customers will not be included

  • Only Retired - will only include retired customers

Output Type

Dropdown list

Option to select the output type or format of the report, from a predefined list.

 

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.