New Members report

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SUMMARY

This report generates a list of the newest members to join your business, and can be adjusted to display results for only clients that you've tagged or for only specific locations.

A new member is counted as any client of your business who has purchased a membership-type pricing option for the first time. A client will not be counted as a new member if they have previously held any type of membership.

Click here to learn more about memberships.


CONTENT

 

Report's location

  1. Go to the Reports tab and choose Clients from the tabs on the left.
  2. To narrow the list, select Marketing from the filters, and then click New Members to open the report. You can always use the search bar at the top right to search for New Members by name, and if it’s a report you use often, then consider making it one of your favoritesClients_Marketing.png

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Report's filters

  • Start date: The report lists clients who became members within a range of dates. This is the beginning of the range.
  • End date: This is the end of the date range range.
  • Location: Run the report for a specific location or for all locations at once.
  • Tagged clients only: To learn about tagging, click here.

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Report's results

New_Members_Report.jpg

  • Client ID
  • Client Name (Also, links to Client Home page)
  • Phone #
  • Membership Name: Name of the membership contract the client purchased.
  • Date Created: The date the client's profile account was created.
  • Date Joined: The date the membership started.
  • Dues Amount: The price of the Pricing Option that is giving the client the membership. 
  • Monthly Revenue: The revenue generated in one month by this pricing option if it auto renews after expiration. 

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Permissions that control access to this report

To view and run this report, the following permission must be enabled for you or your staff login group:

  • Membership Reports

To grant or restrict access to this report, just hit the Home tab and select Staff from the submenu. Choose Tools at the top right and click on Staff Permissions.Staff_Permissions_in_Tools.png

Then, follow these steps:

  1. Select a permission group from the dropdown menu.
  2. Click on Report Permissions.
  3. Check or uncheck the permission Membership Reports permission.
  4. Click Update.

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How is monthly revenue calculated on this report?

To understand how the monthly revenue figure is calculated in the report's results, review the function and example below.

Note: "30" represents the length of a typical month. "Monthly Revenue" is an approximation; this is not an exact figure.

A new client of your business has three membership pricing options on his or her account, each valued at $130.

  • In this case, total revenue is $130 x 3 = $390.
  • Next we must consider duration. The membership pricing options on account have durations of 31, 31, and 30 days, respectively. This totals a duration of 92 days.
  • ($390/92) * 30 = $127.17. (Total revenue, divided by the total duration, multiplied by the average length of a month.)
  • In this example, monthly revenue is approximately $127.17.

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ADDITIONAL RESOURCES

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