Best Way to Get a Count of memberships in a certain time frame

Joe Moretti

This pertains to the RE 7 Database Membership Module: For the life of me I can never get the same counts for the number of people who have a membership, say for FY22, regardless if they are still active or not. I have run queries, used various membership reports and everyone of those give a different count. Even spoke with Blackbaud. Has anyone found a good solution for getting the number of membership during a certain time frame.

Lori Elder

@Joe Moretti

Joe Moretti

@Joe Moretti Where are you getting that from, I have never seen that. I am referring to RE Database View.

Joe Moretti

@Joe Moretti Sorry posted this in the wrong section. Thanks

KAS Shannon Knight

@Joe Moretti
Since this is something you'll likely use more than once, my recommendation is to create a query for each fiscal year that includes anyone with the Join Date or the Renewed Date or the Expiration Date within that time frame. Then, because building a query based on multiple selections can be slow, I create a smart field for each fiscal year – with a job schedule to update them each month.

Then you can report on which years each patron was a member:

Crystal Bruce

@Joe Moretti discussion moved to the Raiser's Edge NXT Community. Thanks!