Creating Custom Reports for Data and Analytics in the Membership Dashboard

Much like the Event Dashboard, the Membership Dashboard can make use of Custom Reports for Data and Analytic purposes. For administrators, Custom Reports are ideal for organizing and analyzing existing members, membership data, and all features the Membership Dashboard provides.

Available Report Types

There are over 20 report types to choose from. To get a better sense of the Custom Reports feature, we recommend selecting one of the report types and experimenting with what fields that can be included in the report.

Members
Attendee Organization
Registrations
Ticket Purchases
Sponsors
Exhibitors
Payments
Organization Payments
Membership Payments
Refunds
Product Purchases
Promotions
Transactions
Speakers
Donations
Form Responses
Subscriptions
Membership Transactions
Course Enrollment Report
Learning Management - Credit Types Report
Learning Management Course Report
Learning Management - Quiz Report

Create Your Custom Report

Navigate to Data and Reports > Custom Reports
Above the Reports table, select Create
Select your Report Type. Name the report, optionally add a description.
Click into the Fields dropdown and select the fields you want populated inside of this report.
Press Save Changes

Now that your report is created, you will want to generate the report in order to download it.

From the data table, select the newly created report
Above the Custom Reports table, select Actions > Generate Report.
1. Alternatively, you may select Actions > View to view the report inside of the dashboard.
2. Select Actions > Open Report Builder if you would like to further edit your report. For more information, please review our Using the Report Builder article.
The report will automatically download in your browser. Additionally, a Download Previous Report button will be visible once the report is ready. You can always click back into this button to download the last generated version of this report.