Membership Dues Statistics Comparison Report

The Membership Dues Statistics Comparison Report compares membership data for different time periods. You select the time periods to compare and the membership program to use for the report. The report compares membership dues amount and count information for the tiers and levels in the program. You can group the report by channel or by activity. Channel displays how revenue was received such as by mail or phone. Activity displays the type of transaction, such as a join or a renew.

Note: You select the channel in the Inbound channel field on the Add a payment screen. This field is a code table so your organization can enter the options for the field.

For reports grouped by activity, only the most recent membership transaction within the selected periods is counted in the Totals row. For example, if a member joins and renews within a selected period only, a single membership is counted in the total. However, a join and a renew is added to each activity sub-total for the period.

Note: The retention rate is the percentage of existing memberships that opted to renew a membership during the renewal opportunity. Lifetime memberships and memberships that are not due for renewal are excluded from the calculation.

Reports grouped by channel behave similarly to reports grouped by activity. Only the most recent membership transaction within a selected period is counted in the total. However, cancellations are not included in any channel revenue sub-totals, since revenue is not generated by canceled memberships.

To run the report, from a membership program, click Membership dues statistics comparison under Reports.