INTRODUCTION
Feature Summary: Generate a comprehensive list of members currently on waitlists for various membership types.
Use Cases: This report allows system users to monitor waitlist activity over time, such as tracking how many people joined a particular membership waitlist last month or analyzing demand for specific membership types.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Click REPORTS > MEMBERSHIP WAITLIST.
Report Criteria
Membership Types – Filter the report by specific Membership Types to see only waitlisted Members with those memberships or select ALL.
Assignment Types – Choose ALL, Individual, or Family membership assignments.
Waitlisted On From – Set the earliest waitlisted date to include in the report.
Waitlisted On To – Set the latest waitlisted date to include in the report.
Status – Choose the waitlist status(es) to want to include in the report.
Scroll down to the Setup Report Output heading. The table shows all possible columns that could be included in the report (based on the enabled filters) and the system setup. Check or uncheck boxes to add or exclude report columns.
Viewing the Report
Click the Run Report button (at the top or bottom of the page). A new tab opens with the report in a table format. Click a button to export the report (.xlsx or PDF).
To filter table data, click the filter icon, select an operator (e.g. is equal to), and enter a value. To change the sort order, go to a column heading and change the direction of the arrow.
Use the Email Players button to message the players included in the report. The Push Notifications button will also be available if this additional feature is enabled.
Saving a Report
Click the Save Report button to keep the report on the platform. Enter a report name and select a Visibility option.
Private means only the report creator can access this filter.
Shared means all users with access to this report type can view and run this filter.
The next time you access the report, use the Saved Reports button to load your saved report settings.
Related Videos
Click here for a video summary of all membership reports.