Get fast, reliable insights with minimal lift. Choose any 3 pre-built report templates, and we’ll tailor them to your data and organizational structure. Ideal for associations that want immediate clarity without a full custom build. See the available list below.

Includes:

Selection of 3 standardized report templates
Customization of fields to match your YM data (custom fields, member profile details, segments, filters)
Clean, ready-to-run reports for ongoing use
Use any of the reports to create email lists

Best For:

Associations who need quick reporting without deep analysis or strategy discussions.
See a list of available report options below.

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)