This report gives you an "at a glance" view of your organization's membership, new/dropped members month-to-date and year-to-date, account receivable and top paying members. The first section includes your active member counts grouped by their number of employees and the percentage of those groups of your total membership. Employee counts are stored on the Details tab in the Profile Browser
Below that section are your member drops and joins for the month and the year to date. These are calculated by looking for Member Activity Records of an "add type" or a "drop type" in the current month or current year.
The next section shows your total amount of active dues billing items and divides it by your total number of members for an average annual dues billing amount.
On the right side of the report are all of your open invoices, broken out by dues/non-dues and aging.
The bottom portion of the report show you the "Top N" members by year-to-date payments. (You are prompted to enter how many members you want when you run the report). This section displays each member's recurring billings, event revenue and other revenue from month to date and year to date.
Note: This report uses several sub-reports; you must open each sub-report by double-clicking on it from the main report.
This reports provides information that is vital to managing your organization.
How to Run
From the File Menu, choose Reports > Profile Reports > Executive Dashboard Summary
Upon running the report, it will prompt you for the following parameter:
- Enter Top N for TYD Payments(TopN_Payments) - This parameter is really saying "I want to show you your top paying Members. How many top paying members do you want to see on this report." The default is 5.
Here is a sample of the report's output: