The Membership Statistics by Category Report reflects the changes of membership statuses during a specified time period.

 

To run the report:

     
    1. Click Reports, Membership Reports, Membership Statistics by Category and click New.
       
    2. Go through each tab and select the appropriate parameters.
       
    3. Click Print or Preview.
       
    Notes:


    Calculation of the 'Memberships as of' Column:

    Add:

    •  Memberships prior to (Start)
    •  New
    •  Renew Upgrade In
    •  Renew Down In
    •  Rejoin Same
    •  Rejoin Upgrade In
    •  Rejoin Downgrade In
    •  Upgrade During Cycle In
    •  Downgrade During Cycle In

    Subtotal = X

     

    Add:

    •  Renew Upgrade Out
    •  Renew Downgrade Out
    •  Upgrade During Cycle Out
    •  Downgrade During Cycle Out
    •  Dropped

    Subtotal = Y


    Subtract for total:

    X - Y = End Members as Of

    NOTE:

    • "Lapsed" is no longer included in the formula.
    • When filtering on Categories, In and Out results may not match if a member Moved in or out to a category not in the filter set.