Exporting Membership Retention and Analysis data

Once you’ve created a membership retention analysis you can export the tracking table data to open in Excel. You can also copy a graphic of the chart to the clipboard to then paste into a document.

  1. To get started, go to the the Data Entry main window, click Reporting and then select Membership Retention and Analysis.
  2. To export the chart as a CSV file you can open in Excel, click Export membership tracking table as CSV. The tracking table will contain a list of all active memberships and terminated memberships that were terminated after the date in your analysis. The CSV file contains a wealth of information on each and every membership including check-in history, sales during the membership, duration, etc.
  3. To copy the chart graphic, click Copy Chart To Clipboard. This will create an image you can then paste into an email or Word document.




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