All Collections
Pickleball Facility Setup
Module 6: Reporting
Generate a Membership Status Report
Generate a Membership Status Report

Module 6 (4/17)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Displays the number of members under each membership type by their membership's current status.

  • Use Cases: Track club performance by reviewing important stats, such as the number of new and lost members by membership type. System users can click links to explore stats in detail and export data (Excel sheet or PDF).

Module 6 is an seventeen-part quick-start guide highlighting the key steps admins should complete when running reports. This article is Part 4.

  1. Part 1: Generate a Pickleball Reservations Report

  2. Part 2: Generate a Members Report

  3. Part 3: Generate a Membership Report

  4. Part 4: Generate a Membership Status Report

  5. Part 5: Generate a Membership Waitlisting Report

  6. Part 6: Generate a Pickleball Event Summary Report

  7. Part 7: Create a Pickleball Event Registrant Summary Report

  8. Part 8: Create a Pickleball Event Registrant Detail Report

  9. Part 9: Generate a Pickleball Court Sheet Report

  10. Part 10: Generate a Pickleball Court Utilization Report

  11. Part 11: Generate a Pickleball Instructor Time Report

  12. Part 12: Generate a Pickleball Guest Report

  13. Part 13: Generate a Pickleball Check-In Report

  14. Part 14: Generate Pickleball Attendance Reports

  15. Part 15: Generate a Pickleball Cancellations Report

  16. Part 16: Generate a Pickleball Waivers Report

  17. Part 17: Generate a Pickleball Packages Report


SETUP REQUIREMENTS

Go to the side menu and click REPORTS > MEMBERSHIP STATUS. A new page displays. Click the Membership Status Report tab.

Reviewing the data

The page shows data for each membership type in the organization. Use the radio buttons to modify the data display.

Family Membership Count Type - Use these options to change how family membership data is presented in the table.

  • Individual Family Members - Select this option to count each member of a Family as an individual unit. For example, if there are 4 families, each with 3 individuals, the table displays 12 in the Family Membership line.

  • Family Unit - Choose this option to count the number of families and not the number of people who belong to families. For example, if there are 2 families, each with 4 individuals, the table displays 2 in the Family Membership line.

New/Lost Count Type - Use these options to switch between unique members and member purchases in the NEW IN LAST (7 days / 30 days/ 1 year) and LOST IN LAST columns (7 days / 30 days/ 1 year).

  • Unique Members + NEW IN LAST - These columns show the number of first-time club members (i.e. they did not have a previous membership).

  • Unique Members + LOST IN LAST - These columns show the number of first-time club members who no longer have an assigned membership type (e.g. their membership was canceled, they did not reactivate, or their membership type changed).

  • Membership Purchases + NEW IN LAST - These columns show the number of new people to this membership type. This data does not consider their history.

  • Membership Purchases + LOST IN LAST - These columns show the number of people who changed their membership type or canceled their membership.

Other Columns

  • Active - The number of active members by membership type.

  • Upcoming - The number of memberships that are inactive now but will become active at a future date. If a member has an Active and Upcoming membership, they are counted in both columns.

  • Suspended - The number of suspended memberships.

  • Expired - The number of memberships that are past due, have not been renewed, or changed to another category.

  • Lapsed - The number of canceled memberships.

Links

Each data point in the table (excluding zeros) has a link that opens a list of member names. Use the links to drill down on the data and explore member data in depth. Each name in the list links to that person's CourtReserve profile page, so system users can easily access a profile for further investigation.

Export

Click the Export button on the main table to download a file (Excel sheet or PDF). The Export button on the list page downloads an Excel sheet.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 6's video that covers the information in this article.

Watch the entire Module 6 video to learn about Reporting.

What's next?

  1. Read Module 6, Part 5: Generate a Membership Waitlisting Report

  2. Read Module 6, Part 6: Generate a Pickleball Event Summary Report

  3. Read Module 6, Part 7: Create a Pickleball Event Registrant Summary Report

  4. Read Module 6, Part 8: Create a Pickleball Event Registrant Detail Report

  5. Read Module 6, Part 9: Generate a Pickleball Court Sheet Report

  6. Read Module 6, Part 10: Generate a Pickleball Court Utilization Report

  7. Read Module 6, Part 11: Generate a Pickleball Instructor Time Report

  8. Read Module 6, Part 12: Generate a Pickleball Guest Report

  9. Read Module 6, Part 13: Generate a Pickleball Check-In Report

  10. Read Module 6, Part 14: Generate Pickleball Attendance Reports

  11. Read Module 6, Part 15: Generate a Pickleball Cancellations Report

  12. Read Module 6, Part 16: Generate a Pickleball Waivers Report

  13. Read Module 6, Part 17: Generate a Pickleball Packages Report

  14. Read Module 6, Part 1: Generate a Pickleball Reservations Report

  15. Read Module 6, Part 2: Generate a Members Report

  16. Read Module 6, Part 3: Generate a Membership Report

Did this answer your question?