Summary
Join It’s reporting tools make it easy to extract, analyze, and share your organization’s data. You can generate exportable reports as Google Sheets or CSV files (compatible with Excel, Numbers, and more).
Reports are commonly used for:
Sharing data externally (e.g. with a parent organization or bookkeeper)
Performing deeper analysis (e.g. pivot tables, revenue breakdowns)
Types of Reports
Join It offers reports based on different data types:
Membership Reports
Payment Reports
Check-In Reports
Eventbrite Reports
Tip: Choose your report based on the data you want to filter.
If filtering by membership details (like expiration date), use a Membership Report
If filtering by transactions (like payment date), use a Payment Report
Screenshot Description: Showing the different report options
Membership Reports
Under the Membership Reports, you'll be able to navigate through your our Package Reports, Custom Membership Reports, Saved Reports.
Custom Membership Reports are the most commonly used and allow you to:
Filter by:
Status
Membership Type
Joined Date
Expiration Date
Available Fields:
Basic Info: Email, First Name, Last Name, Phone
Membership Details: Membership Type, Status, External ID, Owner Email
Dates: Joined Date, Expiration Date, Rebilling Date, Renewal Dates
Personal Info: Birthday, Gender, Company, Job Title
Address: Street, City, Region, Zip, Country
Additional: Notes, Social Profiles (Facebook, Twitter, LinkedIn), Internal ID
Custom fields
You can select which fields to include before running the report.
Screenshot Description: Showing the different Membership report options
Payment Reports
The next type of Reports are the Payments Reports
Payment Reports allow you to filter by:
Payment Date
Available Fields:
Identifiers: Member ID, External Membership ID, Invoice ID
Member Info: Name, Email, Membership Type
Payment Details: Total, Subtotal, Refunded Amount, Description, Category
Add-ons: Description, Amount, Quantity
Processing Info: Channel
Stripe Data: Invoice ID, Charge ID, Customer ID, Subscription ID
Member Details: First Name, Last Name, Company
Address: Street, City, Region, Zip, Country
Custom fields
Screenshot Description: Showing the different Payment report options
Check In Reports
Next, we'll review the Check Ins Reports.
Check-In Reports allow you to filter by:
Check-In Date
Available Fields:
Membership ID
Email
Display Name
Membership Type
Check-in Date & Time
Check-out Date & Time
Check-in Timestamp
Checker User ID
Checker Alias (useful for tracking location)
You can learn more about our Check-in feature here.
Screenshot Description: Displaying an example of an exportable report
Eventbrite Reports
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.
Available Fields:
Member Info: Display Name, Email, Membership Type
Order Data: Quantity (orders placed), Total (formatted + raw value)
Activity: Date of Last Order
To learn more about this report, we go in-depth on this help center article.
Other Analytical Tools
Metrics
In addition to Running Reports for export, we also provide a Metrics feature which show you the performance of your membership statistics over time.
To learn more about your Membership Metrics, visit this help center article.
Automated Reports
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.
Frequently Asked Questions
Can I download my Reports as a PDF or Excel?
Absolutely! With our integrations to Google Sheets, we make it simple to download your reports into PDF, Microsoft Excel, and other popular formats.
Steps to follow:
Select “Send via Google Sheets” when running your report
Open the generated file
Click File → Download
Choose your preferred format (Excel, PDF, etc.)