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‎10-24-2023 07:15 AM
Hello!
I am attempting to track our customer retention in correlation to the number of membership renewals we are achieving on a monthly and yearly basis. However, I am struggling to find a report that provides me with that information. Is anyone aware of report that exists that shows the number of membership renewals that occur over a time period? Is there a way to show this data through a custom report?
Thank you!
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Membership Reporting
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‎10-24-2023 12:13 PM
Hi @hegersm -- you can create a custom report using the template: Membership Summary, there is a "renewed" column that gives you the number of memberships renewed within any date range you set. That will get you what you described!
- Sheena @ NIFT
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‎10-24-2023 12:13 PM
Hi @hegersm -- you can create a custom report using the template: Membership Summary, there is a "renewed" column that gives you the number of memberships renewed within any date range you set. That will get you what you described!
- Sheena @ NIFT
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‎10-24-2023 12:28 PM
Thank you! I'll try this out!
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‎10-26-2023 07:26 AM
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‎10-30-2023 06:25 AM
Worked perfectly! Thanks again!
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‎11-01-2023 03:51 PM
Yay!! @hegersm
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‎10-24-2023 07:35 AM
Would the Membership Detail Report give you that info? You could edit the columns to include the renewal information, status, etc. Hope that helps!
Acclaimed! Heating Cooling and Furnace Cleaning
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‎10-24-2023 12:28 PM
Thanks for the tip!
