Summary of Reporting
We've built a flexible and comprehensive reporting engine, so that you can easily extract and analyze your data that powers your Join It account.
This article will focus on the concept of Running a Report - which in this context, means creating an exportable file. Which can be exported in either Google Sheets or a universally compatible CSV (works with Excel, Numbers, Google Sheets, Office365, and many more).
The purposes for running a report can vary from:
Exporting data to send to another source (e.g. a Membership list for your national parent organization, or a Payment export for your bookkeeper)
Additional analysis (e.g. Add a pivot table to break down the data in a more complex way - such as sum of total payments by State/Region)
Below is a glimpse at the Reports tab, now let's go over each option. :)
Types of Reports
Within Join It, you're able to pull reports on multiple different concepts:
Check In Reports
To choose which report best suits your specific request, consider which 'object' (Membership, Payment, Check In) that you want to filter on.
For example, if you're looked for 'Memberships' that expire on a specific date - then start with the Memberships report.
However, if you're looking for 'Memberships' that made a 'Payment' on a specific date - because the filter is dependent on the 'Payment Date' which lives on the 'Payments' object, you'll start with the Payments report.
Under the Membership Reports option, you'll be able to navigate through your our Package Reports, Custom Membership Reports, Saved Reports.
The most commonly used option would be the Custom Membership reports: this option let's you create a report that works for your Organization. When using the Custom Memberships Report, you're able to filter by:
Status of Membership
You can also select which fields you would like added onto the report on the right hand side of this page.
When you're ready to view the report, you'll have the option to send the report to your email, view it via Google sheets, or once you've selected the 'Run custom report' button, you can also download it right from that page as well!
The next type of Reports are the Payments Reports, here you'll be able to filter off:
Payment Date: Date that the Payment was Made
Check In Reports
Next, we'll review the Check Ins Reports. Using this report, you'll be able to filter off:
Check In Date: Date that the Check In was Made
You can learn more about our Check-in feature here.
Lastly, we have our newest Report - our Eventbrite Reports. Here you'll be able to run a Packaged Report that exports Event Order for your Active Memberships from your connected Eventbrite account.
To learn more about this report, we go in-depth on this help center article.
Other Analytical Tools
In addition to Running Reports for export, we also provide a Metrics feature which show you the performance of your membership statistics over time.
We often heard from our Organizations that they don't have time to login to a Dashboard and "check the numbers" - so we've created Automated Reports that are delivered directly to your Inbox.
Or to set these reports up, just follow the button below.
Frequently Asked Questions
Can I download my Reports as a PDF or Excel?
Absolutely! With our integrations to Google Sheets, we make it dead simple to download your reports into PDF, Microsoft Excel, and other popular formats.
Steps to follow:
When you're running your report, but before you generate the report, make sure to select "Send via Google Sheets"
Once generated in Google Sheets, open the file
When looking at the Google Sheet, go to the menu and select 'File' > 'Download' > Select the format that you'd like to download
You're all set!