Membership Dashboard/Reporting in RENXT Web View Not Available
In NXT(web view), Membership is not a filter you can choose from when creating a dashboard. It is also not available in insights. There are no list options for Membership available. There are no Membership specific reporting options available in NXT(web view). You can only create reports or dashboards in the database view. This is a severe limitation for the frontline fundraisers and other users that do not have access to the database view. We need to be able to have these reporting/dashbaord options available in the NXT web view as well. Can we have reporting/dashboard creation options for Memberships in NXT(web view)?
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Sherani Weatherington
- Jan 11 2024
- Reviewed: Voting Open
Related ideas
We need to be able to report on our memberships!
Especially the Month/Year Statistical Analysis report! The biggest value of this report is that it gives us a snapshot of membership activity over a specific period of time and clearly shows counts for each type of membership action (new memberships, renewals, rejoins, upgrades during cycle, downgrades during cycle, lapsed, dropped, etc.).
That historical snapshot functionality is really important to us because some of this data can be difficult to recreate through queries alone, especially when looking at dropped members who lose some of their membership date data once they move into that status.
My org is adopting memberships for a museum later this year. I must have a way to accurately and easily provide reporting to executives, development and marketing. Something that allows them to see, at a glance, how this new (huge) initiative is doing. Without relying on me to come up with a complex query and ad-hoc exports.
Membership reporting and dashboards are important. Please plan these features!