Reports & Analytics

Track membership growth, revenue, event performance, and generate board reports.

Dashboard Overview

The admin dashboard gives you a real-time snapshot of your chamber's health:

  • Total members — Current active count and trend
  • Revenue — Month-to-date and year-to-date totals
  • Upcoming events — Next scheduled events with registration counts
  • Recent activity — Latest member signups, payments, and registrations
  • Renewal pipeline — Members expiring in the next 30/60/90 days

Membership Reports

Detailed membership analytics available from Admin → Reports → Membership:

  • Growth over time (new joins vs. cancellations)
  • Retention rate by plan tier
  • Member distribution by category, plan, and status
  • Average member tenure
  • Churn analysis

All reports can be filtered by date range and exported to CSV.

Revenue Reports

Financial reporting from Admin → Reports → Revenue:

  • Revenue by source (dues, events, donations, surcharges)
  • Monthly and annual comparisons
  • Outstanding invoices and aging report
  • Refund tracking
  • Revenue per member analysis

Event Analytics

Track event performance from Admin → Reports → Events:

  • Attendance rates and trends
  • Revenue per event
  • Popular event types and topics
  • Registration timeline (early bird vs. last minute)
  • Repeat attendee analysis

Board Report PDF

Generate a comprehensive PDF report for your board of directors. The board report includes:

  • Executive summary with key metrics
  • Membership growth and retention data
  • Financial summary with charts
  • Event recap and upcoming calendar
  • Year-over-year comparisons

Generate the report from Admin → Reports → Board Report. Select the reporting period and click "Generate PDF".

Schedule board report generation before your monthly board meeting so it's always ready to present.