Retention Tracking
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Reports members that were initiated as of the specified Begin Date, count of New Initiates gained during the time period, and members that were lost as initiates during the time period. The intent of this report is to allow users to easily review and measure overall chapter growth during a given time.
- Input the desired Start Date and End Date; select specific chapters, National Group, as well as the desired View. Options include Summary View, Members Initiated Detail, or Members Lost Detail.
- The Summary View of this report includes the Designation, National Group, Count of Initiated Members as of Start Date, Initiated Member Count as of End Date, Count of Members Initiated during the Period, and Count of Members Lost during the Period.
- The Members Initiated Detail View is a list of the members included in the Count of Members Initiated during the Period, including their
- Full Name
- Member ID
- Pledge Date
- Initiation Date
- Associated Chapter
- Current Member Status
- and Current Member Status Reason.
- The Members Lost Detail View is a list of the members included in the Count of Members Lost during the period. The data includes
- the person’s Full Name
- Member ID
- Pledge Date
- Initiation Date
- Associated Chapter
- and Current Member Status Reason.
This list includes individuals who changed from the Initiated Member Status to any other status during the period.