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    Membership Reports

    Built-In Membership Reports

    Common membership reports are available in Membership > Charts and Reports > Reports in addition to customized reports that can be created within Member Manager. Within each report, click the Spreadsheet or Create Labels button to export the data.

    built-in report list

    ID Cards

    ID cards can be printed based on information in either the Member or Non-Member Manager. Avery template 5361 is used and the information display on this template can be managed in Membership > Settings > Messages & Templates.

    Mailing Labels

    Mailing labels can be generated from the Member and/or Non-Member Manager. Avery template 5160 is used and the information display on this template can be managed in Membership > Settings > Messages & Templates.

    Receivables

    This is a report of all outstanding balances on member accounts. 

    Website Activity

    View a report of the most recent and total logins for members and/or non-members. The date and time of the last login of each member can also be viewed on the Member Manager table.

    Member Record Audit

    View changes to member profiles, including the old and new data. This can be helpful when identifying when changes such as expiration dates or contact information updates were made.

    Member Group Audit

    This report lists all members who are not assigned to any group. If you have a group, such as Member Types, that should account for all members and there is a discrepancy in numbers, this is a good place to start. 

    Group Log Audit

    View all group assignment changes for members and non-members. This report can help identify when a member was moved to the Non-Member Manager based on their addition to the Former Members group.

    Custom Membership Reports

    Create custom member reports based on member fields, group assignments, and other available filters within StarChapter

    1. Go to Membership > Member Manager > Flexible View.

      Member Manager Flexible View

    2. Use the Filter by and View by options to build your report. The Filter options will limit the member to the subset of interest. The View by options will identify which fields should be included on the report. Click Refresh when everything is selected.

      Filter and View by options within Flexible View

    3. Click Spreadsheet to export the report.

    Chapter Insights

    Posted by [email protected] on 02/12/2018 4:33 pm  /   Membership

    engaging members

    Are You Engaging with Your Members or Putting Everything on Hold?

    members engaged and active

    Making Chapter Changes that Keep Members Engaged and Active

    retention strategy

    Does Your Board Have a Member Retention Strategy?

     

    why members join

    Why Do Your Members Join? It's Not for the Reasons You May Think

    improve member retention

    Use Members' Reasons for Leaving to Keep Them from Going

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