Your Learning Curriculum
Follow this path to master membership reporting. Start with the core metrics, then move through the standard reports, and finish with contact-level financial views.
Module 1: Common Membership Calculations
Learn the key metrics that quantify membership health, retention, and value. (Est. Time: 30 mins)
Module 2: Core Membership Reports
Work through the standard reports that track membership changes, referrals, and lifecycle stages. (Est. Time: 35 mins)
Module 3: Contact-Level Revenue Reports
Round out your reporting with views of sales and total spending tied to individual contacts. (Est. Time: 15 mins)
Certification Goal: Membership Reporting Pro
By completing this syllabus, you will be able to locate, run, and interpret every core membership report in GrowthZone, and use the key calculations to report on membership health and growth to your board and leadership.