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Track & analyse your membership data
Track & analyse your membership data
Chiayee avatar
Written by Chiayee
Updated this week

Introduction

The Membership Transactions Report feature in Eber allows you to track and analyze your membership data such as checking membership tiers movements, renewal dates and understanding transactions across different channels.

Step by Step Guide

  1. Navigate to Insights > Membership > Membership Transactions in your dashboard

  2. Use the search bar to find specific members by:

    • Name

    • Email

    • Phone

    • Membership number

  3. Set your desired date range using:

    • Preset options from the dropdown

    • Custom date range selection

  4. Filter your data by:

    • Specific stores

    • Membership tiers

    • Transaction type (new signups or renewals)

    • Sales channels (web app or manual admin entries)

  5. Click Search to view the filtered results

  6. Export to CSV if needed for further analysis

Data Fields Explanation

Field Name

Description

Membership Type

Indicates the category or level of membership assigned to the member

Member Name

Full name of the member

Email Address

Contact email of the member

Phone Number

Contact phone number of the member

Current Member Tier

The present membership tier level of the member

Expiry Date

The date when the current membership will expire

Status

Current state of the membership (active/inactive)

Member Since

The initial date when the person became a member

Renew Date

The date when the membership was last renewed

From Member Tier

The previous tier level before a change in membership

To Member Tier

The new tier level after a membership change

From Expiry Date

The previous expiration date before renewal

To Expiry Date

The new expiration date after renewal

Upgrade/Downgrade ID

Reference number for tier change transactions

Channel

Source of membership creation (eg; web app or admin creation)

Amount

Payment amount for any paid membership transaction

Payment Code

Reference code for payment verification, especially useful for payment gateway integrations

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