Reports and insights
Answers for the board meeting, ready before it starts.
Because memberbeam keeps the full history of every membership, reports are accurate for any date in the past. See growth, retention, revenue and attendance at a glance, and send a monthly summary to your board automatically.
app.memberbeam.com
- Membership over time
- Joins, renewals and lapses by month, level or chapter.
- Retention cohorts
- See how many members from each year are still with you.
- Renewals forecast
- Know what is due next month and what is at risk.
- Revenue by type
- Dues, tickets, donations and other income, by period.
- Attendance
- Per event, per member and per session.
- Scheduled reports
- A monthly board pack emailed as PDF and CSV.
Ask in plain language
Type “how many junior members lapsed last quarter” and get the answer, with the list behind it. Optional AI insights point out members who might not renew, so you can reach out first.
- Plain-language questions
- Renewal-risk signals
- Save any answer as a report
- Export to CSV or your accounting system
Frequently asked questions
Can we import our historical data?
Yes. Import past memberships and payments so your trends start from day one.
Related features
- QuickBooks and Xero sync
- Two-way sync and payout reconciliation your treasurer will love.
- Membership management
- Levels, renewals, households and approvals that run themselves.
- Check-in app
- Scan tickets and cards on iPhone, iPad or Android. Works offline.
Give your members a card they will actually carry.
Start free in minutes. Bring your members across from a spreadsheet or another system, and send everyone a Wallet card on day one.