What is Presented in the Report?
The “Membership Forecast” report includes the forecast for active memberships at the club over the next year.
How to View the Report?
- Click on “Reports” in the platform sidebar and then click on the “Membership Forecast” report
- Choose the filters you’d like to view according to the fields shown in the header of the report. Important filters in this report:
- Membership type
Actions Within This Report:
- Sorting the report - hover your mouse over a column you’d like to filter and click on the arrow. Text columns can be sorted alphabetically and numerical columns can be sorted by smallest to largest and vice versa.
- Search for a member - fill in the member’s details in the search bar and the report will automatically update
- Add to favorites - click on the star icon next to the report name
- Send messages - click here for a tutorial
- Print - click here for a tutorial
- Export data and download to Excel - click here for a tutorial