What it is
Reports on members retained/not retained from one period to another. You choose two periods of time (Prior and Next) and this report will give you member details for:
- Everyone in the Prior Season.
- Everyone in the Next Season.
- Everyone Retained (in both Prior and Next)
- Everyone Not Retained (in Prior but not Next)
- Everyone New (in Next but not Prior)
It will provide a short summary of the report, along with a percentage retained, in a text file.
Parameters
Prior Season Start Date: Selects the starting date for the Prior Season
Prior Season End Date: Selects the ending date for the Prior Season
Next Season Start Date: Selects the starting date for the Next Season
Next Season End Date: Selects the ending date for the Next Season
Output
The output will be a zip file containing CSV files for the member lists, along with a text file containing the summary.
Member Info
id - Harvie ID for member
first_name - first name for member
last_name - last name for member
email - email for member
phone - phone for member
do_not_contact - True or False. If the member has flagged email as spam or has otherwise asked to not be contacted. If using this report for marketing or re-marketing, these should be filtered out
address_line1 - The first line for the member's street address
address_line2 - The second line for the member's street address
address_city - The city for the member's address
address_state_or_province - The state or province for the member's address
address_postal_code - The postal code for the member's address
address_country - The country for the member's address
Retention Stats
This follows the template:
Retention report for: Example Farm
Two time periods were defined for this report. The earlier time period is
referred to as "Prior Season", and the latter time period is referred to as
"Next Season".
Prior Season Dates: 2021-01-01 to 2021-12-31
Next Season Dates: 2022-01-01 to 2022-12-31
Prior Season Members: 200
Next Season Members: 200
Retained Members (in Prior Season AND Next Season): 150
Retention Percentage (Retained Members / Prior Season Members): 75.00%
New Members (in Next Season AND NOT in Prior Season): 50