If you’re managing a membership-based organization with MemberClicks, tracking member retention is key to understanding engagement and identifying opportunities for outreach. One critical metric is how many members have lapsed month-to-date (MTD). Here’s a step-by-step guide to help you generate this data using MemberClicks’ built-in tools.
Why Track Lapsed Members?
Lapsed members represent individuals whose memberships have expired and who have not yet renewed. Monitoring MTD lapses helps:
- Evaluate the effectiveness of renewal campaigns.
- Identify patterns or seasonal trends.
- Proactively reach out to recent lapses for retention.
Option 1: Use the Benchmark KPI Report (Recommended)
The Benchmark KPI Report offers the most direct and structured way to see how many members have lapsed within a specific date range.
Steps:
- Go to Reporting → Membership → Benchmark KPI Report.
- Set the date range to the 1st of the current month through today.
- Locate the “Lapsed” column in the results.
- Review the numbers by membership type, or export to CSV for further analysis.
This report provides a clear snapshot of lapsed members segmented by category, making it ideal for monthly reporting.
Option 2: Use the Membership Aging Timeline
For a visual overview and quick insights into how long members have been lapsed:
Steps:
- Navigate to Reporting → Membership Reports → Membership Aging Timeline.
- View the graphical representation of lapsed members by time bucket (e.g., 0–30 days, 31–60 days).
- Hover over the “0–30 days lapsed” bar to see the count.
- Click on the bar to drill down and view/export the specific member list.
While this doesn’t show exact MTD lapses by default, the 0–30 days range usually aligns closely with your current month’s lapse count.
Option 3: Advanced Profile Search
If you prefer more control or need to create a custom report:
Steps:
- Go to Database → Profiles.
- Set filters:
- Status: Lapsed
- Expiration Date: Between the 1st of the month and today’s date
- Run the search to view and export the results.
This method is especially useful if you want to combine lapse data with other fields like member type, region, or custom profile fields.
Summary
| Method | Best For | Pros | Limitations |
|---|---|---|---|
| Benchmark KPI Report | Monthly reporting | Easy, exportable, segmented | Limited customization |
| Aging Timeline | Quick visual analysis | Interactive, member drill-down | Not strictly MTD |
| Advanced Search | Custom queries | Flexible, precise filters | Requires manual setup |
By regularly monitoring MTD lapsed members, your organization can stay ahead of retention challenges and engage your members more effectively. Whether you prefer a visual dashboard or a spreadsheet export, MemberClicks offers tools to make member management more strategic and informed.