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KimCameron2's avatar
KimCameron2
Qrew Trainee
3 months ago

YR over YR Summary Report

I am stumped!  I am trying to make my current (basic) YOY report better.  I have several "clubs" and each of them have new enrollments, membership renewals, and cancellations.  I have not had a problem showing the basics, but this is where I am stumped...I would like for the cancellations to somehow reflect when received and also the original enrollment of that member.  Here is a brief example:

YR-2020 2020 2021 2022 2023
ASC Members 1082 0 0 0
ASC Renewals 0 489 235 191
ASC CXLs 73 2 0 0

So, I am showing all of the activity happening to the members originally enrolled in 2020.  I am able to get the individual components but not reflect back on the original year if that makes sense?  Or maybe I would need to do a summary report for each year and then pull from each of those to create a true year over year look?  If this has made sense to anyone, please let me know what you think.

Thanks,

Kim



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Kim Cameron
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3 Replies

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  • ChayceDuncan's avatar
    ChayceDuncan
    Qrew Captain
    3 months ago

    How is your data for each 'event' setup? Do you have 1 record that tracks the enrollment date, renewal and cancellation all as one record - or is each a separate record like a 'log'? 



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    Chayce Duncan
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    • KimCameron2's avatar
      KimCameron2
      Qrew Trainee
      3 months ago

      I have all of the member info entered into one table - [NAME] [CONTACT INFO] [MEMBERSHIP #] [ENROLLMENT DATE] [STATUS] and then I have a child table of all "transactions" - [DATE]  (enrollment, renewal, cancellation) (if applicable)  [COMMENTS].  The [STATUS] field changes according to the transactions.  Is this what you needed?



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      Kim Cameron
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      • ChayceDuncan's avatar
        ChayceDuncan
        Qrew Captain
        3 months ago

        So each 'event' is it's own record and unique timestamp correct? How are you grouping the summary report to currently report on your numbers? Are you using the [Date Created] or [Date] of when the event was recognized? Your data structure sounds like it's what you need where you can summarize the # of events by the date of the event and group by the type - can you explain a little more about what the specific issue is or provide a screenshot of the report settings? 



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        Chayce Duncan
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