Historical Memberships Report
Set up a useful comparison
Choose a chart period that covers the dates you want to compare.
Group the series by program, level, or membership status to separate the
trend into useful categories.
Filter by program, level, or status when you want to focus on one part of
the school’s membership history.
Inactive memberships are hidden by default. Turn on Show inactive
when you need to account for them.
With a level selected, Include child levels also includes levels nested
beneath it, including deeper descendants. Leave it off to match only the
selected levels. It does not change the results when no level is selected.
Compare equivalent periods and keep the same filters when checking change.
For example, compare one program’s monthly history with the same program and
status selection in another period. A change in the chart is a reason to
investigate the underlying membership records, not an explanation of the
change on its own. If a program appears to lose members, compare the inactive
series and review the underlying membership dates before concluding that
people left the school; a transfer or status change may explain the movement.
For the current roster, use Memberships. To find people
whose earliest membership record was created during a specific period, use
New Members.

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