Member Insights (Report Builder)
The Membr Insights tool allows a wide variety of specific reports to be performed on the club's data. Reports fall into many different categories including Members, Transactions, Bookings and many more besides.
There are many built-in reports that you can quickly view, but you can even design your own specific queries to get exactly the information you need!
The process for running a built-in report is very straightforward:
Launch the Membr Insights (Report Builder) tool by choosing Member Report from the Reports Menu.
Head to the My Reports menu to choose the category of report that interests you; Members, Prospects, Transactions etc. (remember that only some of the report types might be visible to your login):
Pick the report type from the list that will open up, here we chose Transaction Reports and then POS Transactions:
Click Run Report at the bottom left of the screen to display the data:
The availability of the reports will vary according to territory and the type of staff member who is logged in. Some of the different report types are listed below:
Report Name | Report Description |
|---|---|
Member/KPI | This is a KPI report, similar to the KPI display built into the Membr software to show the total movement of members leaving or signing up to the club. However this version is grouped by membership package. |
Member/Cancellations/KPI | This summarises the requested and actual cancellations for a given period, so that the total reduction in members can be seen. |
Member/Daily Signups | Literally the number of members that have signed up for a membership at the gym, and on which day. The report includes package, sign-up type, staff member and more. |
Member/Freeze Requests | Shows the number of members with a requested freeze period, the package they are on and more. Principally to reconcile the requested freeze paperwork against what has been entered into the platform. |
Member/Demographic Stats | Shows how many males and females there are at a club and a percentage of each. This is further broken down by region, sign up method and more. |
Member/Cancellations Actioned | Shows a complete listing of those members who have had a cancellation actioned, broken down by package. |
Member/Cancellations Requested | Similar to the above, except this report shows those members who have requested a cancellation. |
Transaction/Failed Transactions | This summarises all those members with a failed payment from the 27th of the previous month. |
Transaction/Club Expenses | Shows all club expenses per category for a given time range. |
Transaction/Accumulative Discrepancy | Shows any cumulative cash register discrepancy between two dates. |