The Goal: Use the Membership Report to compare revenue from new members versus renewal members for a date range.
Before You Begin:
- You need access to run the Membership Report.
- Decide the date range you want to compare before you build the report — the comparison is driven by the Paid Date criteria.
If you would like to compare revenue of new members versus renewal members for a date range, a report to use would be the Membership Report that includes extra criteria.
Step-by-Step Instructions
Compare New versus Renewal by Activation Type
- In the Reports module, select Membership Report.
- Add Additional Criteria of:
- Paid Date - Between — and select the dates.
- AND Membership Activation Type - Equals — and select the specific type.
- In the display fields, add Invoice Amount and Paid Date. This will provide information on the type you selected, such as New or Renewal.
Alternative: Use the Summarize By Option
As an alternative, information can be displayed using the Summarize By option. This would offer a comparison between New and Renewal, for example.
- In the Reports module, select Membership Report.
- Add Additional Criteria of Paid Date - Between — and select the dates.
- In the display fields, add Invoice Amount and Paid Date. This will provide information on the type you selected, such as New or Renewal.
- Under the Summarize By option, select Membership Activation Type. If you are exporting this to Excel, be sure to select Export Summary as Excel from the report ellipses.
Common Pitfalls
- Exporting the detail instead of the summary: When you have used Summarize By, a standard export gives you the row-level detail. Choose Export Summary as Excel from the report ellipses to carry the New versus Renewal totals into Excel.
- Filtering on the wrong date: This comparison is revenue-based, so the criteria is Paid Date — not the membership start or join date.