Membership Conversion Report

Run the Membership Conversion Report to determine how effectively your organization converts low level memberships to high level memberships. This report counts the number of memberships that upgrade or downgrade from one level to another, the number of memberships that remain the same, and the number of memberships that were not renewed. It also counts new members and members who rejoin, as well as the number of members who did not rejoin because they became deceased. You can also select whether to report on membership conversion between levels or tiers. If you do not want to display membership levels or tiers with no data, you can select to hide those columns and rows.

Note: A membership does not upgrade or downgrade due to a change in membership term. Therefore, memberships with only a term change are not included in the report.

To run the report, from a membership program, click Membership conversion under Reports.

Note: Report results include memberships that expire or cancel during the selected date range.