Membership Reports

By default, the base Personify application offers batch reports, online reports and webi reports specific to membership products:

Batch

·            MBR655 – Renewal Notices

·            MBR700 – Member Counts

·            MBR800 – Populate Membership Directory

·            MBR900 – Membership Information Update Processing

·            MBR901 - List Roster by Class, Company-Ext

Online

·            MBR1200CE – Membership List Roster by Member Class (External)

·            MBR1200CI – Membership List Roster by Member Class (Internal)

·            MBR1200PE – Membership List Roster by Member Class (External)

·            MBR1200PI – Membership List Roster by Member Class (Internal)

·            MBR1201CE – Company Membership List Roster, Geographic (External)

·            MBR1201CI – Company Membership List Roster, Geographic (Internal)

·            MBR1201PE – Membership List Roster, Geographic (External)

·            MBR1201PI – Membership List Roster, Geographic (Internal)

·            MBR1202CE – Membership List Roster by Company (External)

·            MBR1202CI – Membership List Roster by Company (Internal)

·            MBR1202PE – Membership List Roster by Member (External)

·            MBR1202PI – Membership List Roster by Member (Internal)

·            MBR1203C – Primary Active Company Member Demographics and Order Detail (Internal)

·            MBR1203P – Primary Active Member Demographics and Order Detail (Internal)

·            MBR1210CE – Roster by Company Member Class (External)

·            MBR1210CI – Roster by Company Member Class (Internal)

·            MBR1210PE – Roster by Member Class (External)

·            MBR1210PI – Roster by Member Class (Internal)

·            MBR1211CE – Chapter Membership List Roster, Geographic by Company Member (External)

·            MBR1211CI – Chapter Membership List Roster, Geographic by Company Member (Internal)

·            MBR1211PE – Chapter Membership List Roster, Geographic (External)

·            MBR1211PI – Chapter Membership List Roster, Geographic (Internal)

·            MBR1212CE – Roster by Company Member (External)

·            MBR1212CI – Roster by Company Member (Internal)

·            MBR1212PE – Roster by Member (External)

·            MBR1212PI – Roster by Member (Internal)

·            MBR1304C – Lapsed Company Member Demographics and Order Detail (Internal)

·            MBR1304P – Lapsed Member Demographics and Order Detail (Internal)

·            MBR1305C – Renewed Company Members Demographics and Order Detail (Internal)

·            MBR1305P – Renewed Members Demographics and Order Detail (Internal)

·            MBR1307C – New Company Members Demographics and Order Detail (Internal)

·            MBR1307P – New Member Demographics and Order Detail (Internal)

·            MBR1308C – Cancelled Company Member Demographics and Order Detail (Internal)

·            MBR1308P – Cancelled Member Demographics and Order Detail (Internal)

·            MBR1309 – Active Membership Summary by Member Group, Level1

·            MBR1310 – Active Membership Summary by Member Group, Level2

·            MBR1311 – Active Membership Summary by Member Group, Level3

·            MBR1312 – Member Counts Details

·            MBR1321 – Membership Dues Detail

·            MBR1327 – Membership Order Summary by Status

·            MBR2300 – Membership Group Setup

·            MBR2301 – Membership Dues “Renew-As” Chart

·            MBR2303 – General Product Setup

·            MBR2307 – Product Accounts Setup

Webi

·            MBR1000 – Analysis of all members within a zip code

·            MBR1001 – Analysis of all renewed members

·            MBR1002 – Analysis of associate members

·            MBR1003 – Analysis of current active members of a chapter

·            MBR1004 – Analysis of current members who have balance due

·            MBR1005 – Analysis of expiring members

·            MBR1006 – Analysis of membership sales for all current active members (including grace)

·            MBR1007 – Analysis of new members starting this month

·            MBR1008 – List of Members Who have a primary employment relationship

·            MBR1009 – Top 10 membership sales

·            MBR1010 – Top 10 zip codes by membership sales

·            MBR1012 – Chapter Members Nearing Expiring

·            MBR1013 – National Members Nearing Expiring

·            MBR1014 – New Chapter Members

·            MBR1015 – Officers

·            MBR1016 – Analysis of Chapter Health