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YR over YR Summary Report

  • February 27, 2024
  • 0 replies
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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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  • Registered
  • February 27, 2024

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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