New Member Count
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Pledge/New Member Count:
View a count of individuals who transitioned into "New Member" member status and had a "Member" relationship to the chapter during a specified date range.
- Search using Status Date, Pledge Date, or Compass Created on Date, or Earliest Known Created on Date.
- The Summary View reflects the total member count per chapter.
- The Detailed View reflects a breakdown of the count by member.
- Export and PDF options are available.
This report can be a little tricky. The New Member Count report is pulling a count of individuals who transitioned into the New Member status AND had a member relationship to the chapter during a specified date range and fall in the date range per the field you are basing the report on.
- Ex. If you are pulling the report for the Date Range 9/1/19 - 9/30/19 and using Pledge Date, you are asking the report to pull a list of New Members who had a relationship to a chapter between 9/1/19 - 9/30/19 AND whose Pledge Date is between 9/1/19 - 9/30/19.
- For a new member to populate on the report, they must meet both criteria (Pledge Date and Relationship) in the date range.
- I typically use "Earliest Known Created on Date" because the Date for those New Members (the date they are added to the roster in Vault) and their Relationship Start Date should be the same date 99.9% of the time. Your chosen date field correlates to the output you desire.