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Author Topic: Distinguishing first-time memberships from renewals  (Read 980 times)

jimmyjam

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Distinguishing first-time memberships from renewals
November 17, 2010, 10:59:41 pm
Hello,

While viewing a list of membership signups, is there a quick and easy way to tell which are first-time memberships and which are renewals?

When I examine each membership individually, I can compare the dates and it becomes obvious. But this is not possible when viewing a list of dozens of signups. I would love to click a button that shows all renewals sorted by date (most recent first).

Any suggestions?

Thanks,
James

redgar

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Re: Distinguishing first-time memberships from renewals
November 29, 2010, 06:26:56 am
Wouldn't searching by start date distinguish them? Perhaps a clunky way to do this though.

start date < 1 year ago would be new members
start date > 1 year ago and end date > today would be renewals

I have a similar problem with the membership dashboard. The text states it lists renewals and new/renewals for the month. However it excludes renewals. The installed query used for the membership dashboard for the month of november (as of today the 29th) is:

Membership Status IN New or Current or Grace ...AND...
Start Date - greater than or equal to "November 1st, 2010 12:00 AM" ...AND...
Start Date - less than or equal to "November 29th, 2010 11:59 PM"

However this query specifically excludes renewals. I can't see how I can easily lookup people who renewed in a particular month using just the start date. They may not always expire the same month that they renew. I think we need a last membership activity date field to search on (I may be able to create a custom report for this, haven't tried custom reports yet).

sjthespian

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Re: Distinguishing first-time memberships from renewals
November 30, 2010, 08:58:34 am
I am having the same problem.  We need to know how many new memberships we have vs. how many renewals for reporting, but there isn't an easy way to figure this out.  This would be especially useful on the dashboard.
Dan Rich <drich@lopsa.org>
    Director, LOPSA - http://lopsa.org/
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This forum was archived on 2017-11-26.