As a Member Manager, you should be able to answer the following essential questions about your Village. We recommend running these reports on the 1st day of each month.
- How is the number of members changing over time?
- Who are all the Active Members in the Village?
- How many members did we lose last month, and why?
- How many memberships expired last month?
- How many memberships are expiring this month?
- Are all membership dues paid?
- How many new members joined last month?
- How many members renewed last month?
How to Answer These Questions in Helpful Village
For this example, we will assume that the current date is December 1st.
| # | Question | Report | Date Range |
|---|
| 1 | How is membership changing over time? | Impact Report | November 1–30 |
| 2 | Who are our Active Members? | Active Members | November 30 |
| 3 | How many memberships expired last month? | Expiring Members | November 1–30 |
| 4 | How many memberships are expiring this month? | Expiring Members | December 1–31 |
| 5 | Are all membership dues paid? | Missing Membership Payments | No date range required |
| 6 | How many new members joined last month? | New Members | November 1–30 |
| 7 | How many members renewed last month? | Renewing Members | November 1–30 |
What Can You Do with Each Report?
1. Impact Report
Use the Impact Report to review the total number of members and see how membership has changed over the past 12 months.
Ask yourself: Is membership increasing or decreasing?
2. Active Members
The Active Members report provides a list of all Active Members in your Village.
3. Expiring Members — Previous Month
Use the Expiring Members report for the previous month to identify members whose memberships have recently expired.
Consider contacting these members and inviting them to renew their membership.
4. Expiring Members — Current Month
Run the Expiring Members report for the current month to identify members whose memberships are about to expire.
Contact these members in advance and invite them to renew.
5. Missing Membership Payments
The Missing Membership Payments report generates a spreadsheet containing Active Members whose membership payments may be missing.
Review the member's:
- Paid Until date
- Expiration date
- Pay tab
This will help you determine whether a payment is actually outstanding.
6. New Members
The New Members report identifies members who recently joined the Village.
Consider contacting new members to welcome them and make sure they are engaging with the Village and taking advantage of available resources.
7. Renewing Members
The Renewing Members report identifies members who recently renewed their membership.
Consider reaching out to thank them for renewing and continuing to support the Village.
💡 Note: See the Member Manager Training attached to this article for additional information.
For a step-by-step demonstration, see our Live Demo: Member Manager Training.
Comments
0 comments
Please sign in to leave a comment.