Reports

Standard Report Types

Standard Report Types
Run Report

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!! expands on descriptions of each report option, quick to scan through and allows AI to pull info.
can continue with all standard reports if this is useful?

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Members

All Members and Prospects (Past and Present):
Includes every person on fil; past members, current members, future memberships, and all prospects.
For members with multiple memberships, the report will show the membership with the most recent start date, giving an accurate view of their latest activity and status.
Useful for understanding your full member database, including engagement trends and potential follow-ups with prospects.

Average Membership Length:
Shows the average duration (in days) that each membership type remains active.
Helps clubs identify trends in member retention and the typical lifecycle of different membership plans.
Can inform decisions around promotions, retention strategies, and membership structure adjustments.

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or with bullet points;

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Call Log

• Displays all calls logged within the selected date range, including outgoing and incoming calls.
• Useful for tracking follow-ups, sales outreach, or support communications with members and prospects.
• Can help evaluate staff performance or measure responsiveness to member inquiries.

Cancellations Occurring in Period

• Lists all memberships that were actively cancelled during the chosen reporting period. Expired memberships are excluded.
• Important for monitoring retention trends and understanding why members leave.
• Note: This report does not include changes to membership types that are not full cancellations.

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