The movement report provides insight on how customers are up- or down-grading between different memberships at renewal time.  E.g. are customers moving from the Standard Membership to the Direct Debit membership when they renew?

First, log in to Vital Statistics, navigate to the Report List,

First, choose the month(s) you want to look at, using the "Report From" and "Report To" drop down options.

Then select which type of memberships you're interested in looking at the movement for. This example uses all three memberships in the example report. Click "View Report" to run it.

When the report is run, make sure that you know whether the data is all on one page, or whether it goes across multiple pages, using the navigation arrows.

The report can be exported in a variety of formats and shared with colleagues using the "Export" function.

Here's a breakdown of the columns and what they mean.

Here's a copy of the report covering September 2016 - May 2017.

Now let's look at a detailed breakdown of a month's Membership movements, using November 2016 as the example.

If you need to alter any of the parameters (such as the months you're  looking at or the types of membership), simply go to the top of the  page, reselect your required parameters, and run the report again.