Membership Reports Glossary

Membership reports generate results based on member data and membership statistics.
Below is a brief description for each available membership report.


Aged Summary
The age of members in years by membership group

• Returns results by Membership Group and As at Date
• Age Range is grouped between 0-17 years, incremental 10 year brackets to 96+ years
• Includes Average Age per membership group
  

Facility Report
Members allocated to a facility by facility type

• Returns results by Facility Type and As at Date
• Output includes Member Name, Facility Name and Facility Group
• Use filter check boxes to exclude or exclude Allocated and Available (unallocated) facilities

Group Movement Detailed
Actioned membership group changes, ended and started by membership group

• Returns results by Date Period, Membership Group and Action
• Output includes Member Name, Gender and Effective Date
• Use the filter check boxes to include Disabled groups and group results by Gender

Membership group Actions include:

• Changed Out - the member changed from Group X to the Movement Report Category
• Changed In - the membership change to Group X from the Movement Report Category
• Ended - the membership Group X was ended. This action is generally only used during the resignation process or when an optional membership group is no longer required i.e. storage or discount
• Started - the membership Group X was started (added). This action is generally only used during the create member process or when an optional membership group is added i.e. storage or discount 

Group Movement Summary
The calculation of actioned member group changes, ended and started between the report period dates

• Returns results by report Date Period and Membership Group
• Output includes group actions Started, Ended, Renewed, Changed In, Changed Out and Net Movement
• Use the filter check boxes to include Disabled groups and group results by Gender
• Results exclude memberships with incorrect start and end dates i.e. the end date is before the start date

Invalid Renewals
Requires restrictions to be added to membership group configuration. Memberships are invalid when member details no longer fit within the group restriction parameters i.e. age or tenure

• Returns results by Membership Group and As at Date
• Output includes Member Name, Birth Date, Renewal Date and Restriction description
  

New Members
Member (or Debtor) records added to the database within the selected report period dates

• Returns results by Report Period and Member
• Output includes Member Name, Primary Group, Age and Join Date

Reinstated Members
Resigned member records reinstated within the selected report period dates

• Returns results by Date Period and Member
• Output includes Member Name, Resignation Date and Reason, Reinstatement Date and Membership Group

Resigned Members
Member records resigned withing the selected report period dates

• Returns results by Date Period and Member
• Output includes Member Name, Resignation Date, Resignation Reason and Previous Primary Group