Operations

Reports

Standard reports for the board pack, plus a builder for anything else. Every report can be scheduled, exported or embedded in a dashboard.
Scheduled reports (6)Board pack＋ Build report
Standard reportsCustom reportsScheduledBoard packData export

Membership

  • ▸
    Members by tier, town and industry
  • ▸
    Joins, lapses and net movement
  • ▸
    Retention & churn cohort analysis
  • ▸
    Renewal pipeline and forecast
  • ▸
    Lifetime value by tier
  • ▸
    Engagement score distribution

Financial

  • ▸
    Revenue by stream vs. budget
  • ▸
    Aged receivables
  • ▸
    Deferred subscription income
  • ▸
    Event P&L (per event, incl. sponsorship)
  • ▸
    Training course profitability
  • ▸
    Xero reconciliation exceptions

Engagement

  • ▸
    Event attendance & no-show rates
  • ▸
    Email performance by campaign type
  • ▸
    Members who have never attended
  • ▸
    Training uptake by tier
  • ▸
    Portal & app adoption
  • ▸
    Business confidence index trend

Report builder

No SQL required
Start from
Filter
Status is ActiveRenewal date in next 90 days＋
Group by
TierTown＋
Measure
Count of membersSum of annual feeAvg engagement score
Visualise as
TableBarLineStacked
TierTownMembersAnnual feeAvg engagement
Business PremiumTimaru41$61,29571
Business PremiumGeraldine9$13,45558
Business StandardTimaru142$127,09054
Business StandardTemuka28$25,06044
Small BusinessWaimate19$9,40538
Save reportScheduleExport CSVAdd to board pack

Scheduled reports

Board pack
Monthly, 1st, to board list
On
Aged receivables
Weekly Mon, to CE + finance
On
Renewal pipeline
Weekly Mon, to membership
On
Event performance
Day after each event
On
Confidence index
Quarterly, to media list
On

Board pack preview

Branded PDF, auto-generated
Membership movement · financial position · event performance · advocacy · risks
Generated from live data on the 1st of each month and emailed to the board. Replaces the manual assembly the CE currently does.