Report Catalog - Executive Dashboard Summary

Report Overview

This report gives you an "at a glance" view of your organization's membership, new/dropped members month-to-date and year-to-date, account receivable and top paying members.  The first section includes your active member counts grouped by their number of employees and the percentage of those groups of your total membership.  Employee counts are stored on the Details tab in the Profile Browser
 
Below that section are your member drops and joins for the month and the year to date.  These are calculated by looking for Member Activity Records of an "add type" or a "drop type" in the current month or current year.
 
The next section shows your total amount of active dues billing items and divides it by your total number of members for an average annual dues billing amount.
 
On the right side of the report are all of your open invoices, broken out by dues/non-dues and aging.
 
The bottom portion of the report show you the "Top N" members by year-to-date payments.  (You are prompted to enter how many members you want when you run the report).  This section displays each member's recurring bilings, event revenue and other revenue from month to date and year to date.
 
 Note:  This report uses several sub-reports; you must open each sub-report by double-clicking on it from the main report.

Benefits

This reports provides information that is vital to managing your orgaization.

How to Run

From the File Menu, choose Reports > Profile Reports > Executive Dashboard Summary
Upon running the report, it will prompt you for the following parameter:
reports_executive_dashboard_parameters.gif
  • Enter Top N for TYD Payments(TopN_Payments) - This parameter is really saying "I want to show you your top paying Members.  How many top paying members do you want to see on this report.  The default is 5.

Results

Here is a sample of the report's output:
reports_executive_dashboard_results.gif

Comments

2 comments
  • This report is great and very helpful except that the data is for calendar year rather than our fiscal year. Any thoughts on adding a date option? I imagine there are other organizations whose fiscal year is not the calendar year. Thanks!

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  • Agreed! If we could add a put in a begin date and end date to run that data, that would be super helpful, versus just the date we run the report from January 1.

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