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.
- To get started, go to the the Data Entry main window, click Reporting and then select Membership Retention and Analysis.
- 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.
- 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.