Our most comprehensive reporting solution. We partner with you to build three fully custom reports designed around your goals, programs, and data structure. This package ensures accuracy, strategic value, and long-term usability.

Includes:

45-minute discovery call to determine your highest-value reporting needs
Three customized reports built in YourMembership instance (i.e. membership, event, revenue).
Quality Assurance Review to ensure accurate filtering, grouping, and results
1-hour walkthrough & recommendations session to help you interpret the data and apply insights
Use any of the reports to create email lists

Optional Add-Ons:

Quarterly Report Refresh or Update: $350–$500 per quarter
Report Expansion: Add up to 2 additional custom reports — $500 each

Best For:

Associations ready to make data-driven decisions and unlock powerful, tailored insights from their YM platform.

Report Options:

Membership Health Reports: Each report includes a summary and detailed view.

Total active members (by type and date range)
New members (monthly or annually)
Renewing members (monthly or annually)
Upcoming expirations (within 30, 60, 90 days)
Lapsed member report (monthly or annually)
Total Members by membership or member type

Engagement & Activity Reports: Each report includes a summary and detailed view.

Total Count of Registrations Per Event (Monthly or Annually)
- Total Count of Event Registration by Member Category (Individual Event with ability to update event in criteria)
- Registration Form Detail Report - Shows all form responses submitted for an individual event
- CEU/Credits Earned Report - Tracks CEUs or credits earned by members
- Group or committee reports (by member type)
- Survey Response Report – detailed report of responses by date range or survey

Revenue & Dues Forecast Reports: Each report includes a summary and detailed view:

Dues revenue by membership type
Revenue Summary Per Event (Monthly or Annually)
Non-dues revenue report (store, ads, member sponsorships, donations, etc.)
Outstanding invoices (all types)
Payment Reconciliation Report (Credit Card Transactions Daily, Weekly, or Monthly)
Revenue per GL or QB Class (GL Codes and QB Classes must be configured in YM)

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