Guides
Wild Apricot reporting guides
Step-by-step help for the membership reports administrators make every month. Each guide cites the Wild Apricot help pages it relies on.
Exports and data
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Export Wild Apricot members with the right columns
Make a clean Wild Apricot member export for monthly reporting, with the fields you need for trends, renewals and level counts.
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Fix dates Excel misreads in a Wild Apricot export
Repair day-month mix-ups and text dates in a Wild Apricot member export without changing the original file.
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Report bundle and organization memberships
Count people, bundles and paid memberships separately in Wild Apricot, so that one report does not mix three different numbers.
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Report event attendance by member across events
Export registrants from each Wild Apricot event, combine the files in a spreadsheet and match them to a member export by User ID.
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Renewals and lapses
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Calculate a membership renewal rate from an export
Estimate renewal outcomes from one Wild Apricot member export, with a formula that keeps lapsed members in the denominator.
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Find lapsed Wild Apricot members who have not renewed
Build a lapsed-member list from a Wild Apricot export and keep lapsed, renewal overdue and suspended records apart.
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Lapsed, renewal overdue and suspended in Wild Apricot
Learn the difference between the three states before you count members or make a renewal follow-up list from an export.
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Membership reports
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Find a Wild Apricot member count for a past date
Choose the best source for a past Wild Apricot member count, and do not treat a current export as complete historical data.
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Monthly Wild Apricot membership reporting checklist
A repeatable month-end process for active, new and lapsed members and the estimated renewal outcome rate in Wild Apricot.
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Read the Wild Apricot Membership trends report
Learn what the Wild Apricot Membership trends chart and summary table show, and how to check them against the Member summary.
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Report new Wild Apricot members by month
Count new members by month from the Member since field and compare the current month with the Members widget on your Dashboard.
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Track Wild Apricot membership level changes
Use the Level last changed field to count recent level changes, and compare two dated exports to see where members moved from.
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