Review Reports of New Members

1. The user can review reports of new members by accessing the “Membership Reports” through Reports from two entry points.
   1. From the EMR Admin, click on “Membership Reports” under “Reports.”
      
   2. From the Left Navigation, open the “EMR Admin” dropdown, select “Reports,” and then choose “Membership Reports” from the subsequent dropdown menu. Alternatively, you can type “Membership Reports” into the search bar in the Left Navigation.
2. On the Membership Reports Screen, you will find sections for Monthly Report, Current Members, New Members, Cancellations, and Net New Memberships, providing a clear overview of membership activity. To access the detailed report of new members, simply click on “View Report” under the New Members section.
   
3. To view reports of new members, select the Start Date, End Date, and Location from the dropdown menu, and then click “Apply Filters” to filter the data for the specific time period.
   
4. At the top of the screen, key metrics for the selected period are displayed, including Total New Members, a breakdown of New Members by Membership Type with their count and initial revenue, and a breakdown of New Members by Location with their count.
   Note: “Total New Members” is the total number of individuals who joined or enrolled during the selected period. “New Members by Membership Type” is a breakdown of new members based on the type of membership they selected, showing how many joined each plan. “New Members by Location” is a breakdown of new members by location or branch, showing how many enrollments occurred at each location.
5. Review the graphs of New Members by Membership Type and New Members by Location.
   
6. Below the graphs, you will find the Monthly Breakdown of New Members and a detailed List of New Members, showing each member’s Name, Email, Membership Type, Location, Signup Date, and Status.