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Reports: Membership>Membership Summary
Reports: Membership>Membership Summary

This report provides a summary of data and financials on Memberships, active or lapsed, paid or unpaid, new, pending and renewing

Joe Jeffries avatar
Written by Joe Jeffries
Updated over a year ago

Please Note: On viewing a Report, please bear in mind that the information displayed is based on the data records determined by the time period you have selected.

"You'll be pleased to know that this is why we have made it super easy to navigate through different date ranges no matter where you are in the Reports section.

You will see, on all Reports, these options along the top:

Arrows skip a month or year at a time!"

How do I navigate to sheepCRM Membership Summary Report?

Go to core.sheepcrm.com and log in to your CRM User account, if not already.

Select Reports tab from the top navigation bar

Select the Membership tab from the options below the navigation bar

What is a Membership Summary Report?

This report provides a summary and a more detailed analysis, based on the time period you select, of the number of active and inactive Memberships, number of new and lost Memberships, Churn, Growth and Net Growth. It also provides a breakdown of your memberships by plan.

*This can be exported as an XLS file.

⚠️ This is a report based on data at the time you run the report. Be careful reporting these numbers within your organisation if they may change. For example if you report 10 members have lapsed last month, but then 2 of them renew, those statistics will change, so it is always worth considering a retrospective use of this report when exporting the stats for internal reporting.

Columns displayed providing data for analysis, dependent on the period selected:

The headings have the following meaning to help you understand the report.

  • Existing Members (active throughout) - means that number of members were active at the start of your selected date range and stayed active until the end of that date range.

  • Existing Members (active with gaps) - means that number of members are active but were not members for the entire date range you have set.

  • Existing Members (lapsed and not renewed) - means that number of members lapsed during the date range you have set.

  • Existing Members (cancelled and not renewed) - means that number of members cancelled during the date range you have set.

  • New Members (joined and stayed) - means that number of members joined within the date range set and were still members at the end of that date range.

  • New Members (joined and lapsed) - means that number of members joined within the date range set, but lapsed before the end of that date range.

  • New Members (lapsed and cancelled) - means that number of members joined within the date range set, but were cancelled before the end of that date range.

  • Pending Members - Members with a pending status membership within date range set.

See here for more information on Membership Terminology used within sheepCRM

See here for more information on Membership Reports

See here for more information on the Membership Directory

See here for more information on Membership Lifecycle Events

See here for more information on Advanced Membership Plans (for sheepApp Users)

See here for more information on Settings: Membership defaults & options

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