1. Thank You to our Sponsors

2. Membership Reporting: Unraveling the Mystery

3. Membership Sales and Activity Report Active Members by Membership Type Retention Report Association Summary Report General Summary Agenda

4. Membership Sales and Activity Report

5. Report Calculations

6. Report Updates Real Time

7. Best Use

8. Beware

9. Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot

10. Sales and Activity Report

11. Active Members by Membership Type

12. Report Calculations Active Units Active Members

13. Report Updates Real Time

14. Best Use

15. Beware

16. Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot Active Members by Membership Type Adds all active members / units of the membership type within a branch Real Time Compare active members to active units Drill down Snapshot Doesn’t contain historical data

17. Active Members by Membership Type

18. Membership Retention Report

19. Report Calculations

20. Report Updates Real Time

21. Best Use

22. Beware

23. Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot Active Members by Membership Type Adds all active members / units of the membership type within a branch Real Time Compare active members to active units Drill down Snapshot Doesn’t contain historical data Retention Analysis Retained / Original Cross membership type moves are not retained Real Time Identify trends Identify focus areas Identify strengths Retained Count will not sum Cross membership type moves

24. Membership Retention Report

25. Association Summary Report

26. Report Calculations

27. Report Updates

28. Best Use

29. Beware

30. Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot Active Members by Membership Type Adds all active members / units of the membership type within a branch Real Time Compare active members to active units Drill down Snapshot Doesn’t contain historical data Retention Analysis Retained / Original Cross membership type moves are not retained Real Time Identify trends Identify focus areas Identify strengths Retained Count will not sum Cross membership type moves Association Summary Report Captures the last event Snapshot data Available on 1 st of the month Monthly review Static review Will not match Sales & Activity Last activity on the unit Data requirements consistent

31. Association Summary Report

32. General Summary

33. Report Calculations

34. Reports Updates Real Time Nightly

35. Best Use

36. Beware

37. Investigation Results ReportCalculationsUpdatesBest UseBeware Sales & Activity Tracks each event Holds are active Currently Active is now Real Time Membership Drives Revenue Tracking Detail of each Activity Will not match Association Summary Not a snapshot Active Members by Membership Type Adds all active members / units of the membership type within a branch Real Time Compare active members to active units Drill down Snapshot Doesn’t contain historical data Retention Analysis Retained / Original Cross membership type moves are not retained Real Time Identify trends Identify focus areas Identify strengths Retained Count will not sum Cross membership type moves Association Summary Report Captures the last event Snapshot data Available on 1 st of the month Monthly review Static review Will not match Sales & Activity Last activity on the unit Data requirements consistent General Summary Unit Info – Adds units Member Info – Add members History – Sales and Activity Report Real Time / Nightly Comprehensive View of membership demographic and activity Can’t drill down to analyze numbers

38. General Summary

39. Membership Reporting: Unraveling the Mystery