Membership reports show data related to your organization's members, including contact information, membership periods, financial history, event attendance, and company details. There are also statistical reports available: Membership Statistics - Membership KPI Reports
This data can be used for a number of purposes, including:
- Identifying specific groups of users
- Generating data for mail merges and mailing labels
- Balancing a single member's account
How to access these reports:
- Once logged into SilkStart navigate to your admin panel
- In your admin panel navigate to Manage > Manage Reports
- Click on the New Report button
- Select one of the reports under Membership
What reports are available?
Report Name | Summary | Contents |
All Members | Detailed information on all of your members. This report is used most often to generate detailed lists of individual members. |
First/last name, email, member number, phone (home/business/mobile), membership status, plan, latest plan, last renewal date, last renewed plan, date joined, expiry date, expiry type, last login, notes, company, company member number, member type, member category, date of birth, subscription status, and any custom fields you have created. Spouse info if enabled: Spouse first/last name, spouse date of birth, anniversary date, marital status, spouse occupation, spouse employer. Additional name info if enabled: Prefix, preferred first name, suffix, middle name, maiden name. If multi-chapter: Active chapters, other chapters, chapter admin |
Member Mailing Addresses | Mailing information for all of your individual members. |
First/last name, preferred mailing address, email, home address, work address, status, plan, expiry date, expiry type, date joined, last login, notes, phone (home/mobile/business), latest plan, latest plan start date, last renewal date, last renewed plan, member number, member type, member category, subscription status, company, company address, company member number, and any custom fields you have created. Spouse info if enabled: Spouse first/last name, spouse date of birth, anniversary date, marital status, spouse occupation, spouse employer. Additional name info if enabled: Prefix, preferred first name, suffix, middle name, maiden name. If multi-chapter: Active chapters, other chapters, chapter admin |
All Members Last Login | Preformatted report to help you analyze the activity of your members. |
All fields in "Member Mailing Addresses" (minus renewal fields) Spouse info if enabled: Spouse first/last name, spouse date of birth, anniversary date, marital status, spouse occupation, spouse employer. If multi-chapter: Active chapters, other chapters, chapter admin |
Lapsed Members | Preformatted report showing only expired members. |
All fields in "Member Mailing Addresses" Spouse info if enabled: Spouse first/last name, spouse date of birth, anniversary date, marital status, spouse occupation, spouse employer. If multi-chapter: Active chapters, other chapters, chapter admin |
All Companies | Detailed information on all of your organizations. This report is used most often to generate detailed lists of company members. | Company name, contact info, membership status, plan, last renewal date, last renewed plan, join date, expiry date, contact person details (name/email/phone/title), billing person details (name/email/phone/title), and any custom fields you have created. |
Company Mailing Addresses | Mailing information for all of your organization members | Company name, company member number, email address, date added, contact person details (name/email/phone/title), billing person details (name/email/phone/title), date joined, company phone, plan, last renewal date, last renewed plan, offered plan, expiry date, status, notes, address, founded, number of employees, short description, overview, product and services, company type and category, website, fax, and any company custom fields you have created. |
Transaction History for a Member | Comprehensive log of all transactions processed on a single member's account. This report is generated for one member at a time only. | Transaction name, transaction type, transaction number, payment method, card/cheque number, fee, currency, expected amount, purchase date, month, year, admin name, submitted by, tax, fee with tax, payment ID, total payment amount, and memo. |
Event Attendance History of a Person | A single member's full history of event ticket purchases. | Event name, session, ticket type, ticket price, currency, purchase date, amount received, if the user was invited, who the ticket was given away by, and if the ticket was complimentary. |
All of these reports can be customized and saved for future use, and can be downloaded in .csv format.
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