Historical Memberships Report

Historical Memberships charts membership counts over time, grouped by the available program, level, and status options. It helps you see how enrolment has changed; it is not a list of members or a count of profiles created.

Set up a useful comparison

1. Choose a chart period that covers the dates you want to compare.
2. Group the series by program, level, or membership status to separate the trend into useful categories.
3. Filter by program, level, or status when you want to focus on one part of the school’s membership history.
4. 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.