How to report on members who rejoined at a different level than their original level

 It can be beneficial to know which members are rejoining at different levels than their original level.  For example, if a member rejoins at a higher level, we might want to ask them why they choose the higher level.
  1. Go to Analysis > Query.  Click Add Ad-hoc query. Select source view of Memberships and click OK.
  2. In the left-hand pane of the query, select Membership Transaction.  In the middle pane, select Action and move that into "include records where."  Set the criteria Action is equal to Rejoin.
  3. Go to the Set Save Options tab, name the query, and mark the checkboxes to create a selection and show this selection in the query designer.  Click Save.
  4. Go to Administration > Click Export Definition.
  5. Click Add to add an export definition.  Select type of memberships.
  6. In the export definition, expand Members in the left hand pane.  Click on Constituents under Members.  In the middle pane, move name into the right pane.
  7. In the export criteria that opens, select how many constituent names of members you want to see (for example, enter 4 if you want to see all members' names or enter 1 if you want to see just one member).
  8. In the left pane, expand Membership Transaction, click on Membership Level.  In the middle pane, select Name and move this into the right pane.
  9. In the export criteria that opens, select to export 2 level names.
  10. Select to Order by Transaction date and mark the descending box.  This will show the last two levels.
  11. Save the export definition.
  12. Go to Administration > Export.
  13. Add an export.  Select Export type: Export definition.  Select the query selection and export definition that were previously created.
  14. Save the export.
  15. Start the export process and download the output to Excel.
  16. Look through the Excel results to find any results that do not have the same level listed twice.  This would indicate members who rejoined at a different level than their original level.

Environment

 3.1.521

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