Membership Attrition Report in EZFacility Classic

Generate reports tailored towards recognizing Membership Attrition patterns.

Reports

Reports

Click on the Reports Link

Membership Attrition Report

Click Membership Attrition Report

Note: Use the Navigation Sidebar to quickly navigate to other Reports without having to return to the main Reports page.

Generate Report

Generate Report

1. Select the last month you want to use - The latest month to be included in the report.

2. Select the number of months you want to report on - The number of months the report will run for-- beginning with the Last Month entered above.

NOTE: In order to compare reports, the report should always be run with the same number of months.

3. Count Frozen members as Active? - Select whether memberships that were frozen during the given month are to be calculated towards start, lost, and attrition.

4. Count Suspended members as Active? - Select whether memberships that were suspended during the given month are to be calculated calculated towards start, lost, and attrition.

5. Include Deleted Clients? - Select whether deleted clients for the given period should be omitted from the report generated.

6. Please select the membership type(s) - Select the Membership Type(s) that should be included within the generated report.

Click on Generate Report

Generated Report

Generated Report

*Memberships At Start: The count of contracts whose latest status change before the month start was set to Active, Frozen (if chosen), or Suspended (if chosen).

*Memberships Lost: The count of contracts with a status change during the month that was set to Canceled and the cancel reason was Voluntary Cancel, or it was set to Expired and not set-up as a renewal contract.

*Attrition: The reduction or decrease in the number of members for the given month.

*Average: The average per-month attrition is the total losses for the entire period divided by the sum of the active membership counts at the start of each included month.

*Total For Period: The total attrition for the period is the total losses as a percentage of the average membership count at the start of each month. This percentage can be compared only between periods of the same number of months.

Note: Export this report by selecting a format and clicking export.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.