The chart provides info about all members for selected date range with all type of member statuses. All charts show actual data only on selected day (Daily view) or on the end date of the month (Monthly view).
Content:
Before You Begin
- Members can be found in the Members page, under the Clients tab.
- Permission access needed is 'Number Of Active Members Chart By Status'.
- The iKizmet logic will verify a member status by their agreement status.
Graph Definitions
Total Members (blue line): Total active members, based off of those who have an active agreement.
Daily/Monthly Visit: This trend line will highlight the percentage of members who have had a visit. In the Daily Period Type we will only count those members that had a completed visit on that day. When the Monthly Period type is selected, we will only count the first completed visit of the month. This trend line will use a second vertical axis which will be referenced to the right side of the graph.
New: This status indicates a client that has not been a member. Returning members will display a 'Rejoin' status rather than new status.
Freeze: This is a client whose membership agreement has been frozen by a staff member.
Freeze Ended: This is a client returning from frozen status.
Cancel: This status indicates a client who lost their membership status for a reason other than suspension or freeze. Cancel status is from a client whose agreement is terminated or expired.
Rejoin: This status indicates a client has returned from losing their membership status; a client can come back from an expired or terminated agreement.
Net Membership Unit: Displays the net amount of members added the selected date range by summing new members, returning members, and lost members.
Net Membership Units = New + Rejoin - Cancel.
Export to PNG: Allows you to take a screenshot of the graph.
Export to Excel: Allows you download the values.
Switch to Table View: Updates the formatting to table view.
Period Type: Change your data segmentation from 'Daily' to 'Monthly.'
Date Range: Lists of preset date ranges, example 'Last Month.'
Date: Option to specify a start and end date.
Tag: Lists the packages (credits/memberships/session) being tracked as a membership type.
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