Monthly snapshots for qty of active members over time
I have a request for a report - here is the exact quote:
I am looking for a by-the-month, year-over-year report of membership households, by level, from 2017-2026 (calendar year v. fiscal).
What is being requested is a monthly snapshot of how many active members we had each month from January 2017 through June 2026. They don't want the Current Standing, they want the standing at that time (January 2017, February 2017, etc.).
I cannot seem to make any of the Membership Reports give me these monthly snapshots in time. Month/Year Statistical Analysis comes VERY close, but the filtering option for standing is Current Standing. I'm not finding an option for "standing that month/year = Active".
Does anyone smarter than I am have suggestions for how else to fulfill this request? I'm currently in db view but willing to take this to web view if that will help the situation! Also willing to abandon Reports for Query/Export.
Many thanks,
Erin
Answers
-
The membership reports are all over the place and I do not think Blackbaud has made any improvements on them. You can run so many different ones and get different numbers. The best I have found is the Month/Year Statistical Analysis and the Membership Statistics by Category. Both will give you the same answers, which is good compared to trying it with other ones. The monthly will work, but to get the snapshot in time, you need to have the current standing be ALL. That will pull the membership during that particular time. Of course some of those who were active at that time, can currently be lapsed, but they were active at that particular time frame. Remember ACTIVE is only included in the current membership portion, if they are still ACTIVE. That term does not appear in the history, it just lets you know if they are ACTIVE NOW. I know that can be confusing, but it will pull for that month anyone who was active during that month even if they are not active now.
I pulled from our database for July FY26 and a particular category (so I don't get a huge amount) and I get 45 Membership that were active at that time, even if currently they are no active anymore. The two below were members in July FY26, but now the one is still an active member and the other is not, they have lapsed, but both were members during July FY26. Hope this helps.
How I set the report up:
Example of two people who were active in July FY26, but today one is still an active member, the other has since lapsed, but they were counted in the July FY26 report.
0 -
Thanks for your reply, Joe. So, if I'm reading you correctly, I would have to run this report 108 times and record each result separately?
0 -
No, you would not need to run it 108 times, you just put your date range in the report. Give it a shot and see what it produces. But like I said, I find the membership reports not that great.
0 -
Thanks. I've done as you suggested, but I'm not getting an accurate result. I know that's NOT the number of active Members I had in January 2026 - it is way too high. It seems like it might be counting the total number of records in the database, active at that time or not. I'll have to tweak the filters and see if I can come up with something closer to the truth. Any further suggestions will be cheerfully accepted.
0 -
Yes, I went back and am finding the same issue and other issues as well, like someone popping up that does not even have a membership during the time frame I pick. I did say the membership reports are not great in RE. Not quite sure what that end members means. This report is supposed to show a snapshot in at the particular time with that whatever date, but it seems to be funky.
0 -
I appreciate the reply/sanity check. Back to the drawing board, I guess.
0 -
I know it is a mess. I have talked to Tech Support and no one has been able to figure any of this out. It should be simple, but yet it is not. Hope they come up with something much better in RE NXT, but I am not holding my breath.
0 -
Now I'm getting less than half the "End Members" than I know I have.
It seems such a simple request - there should be away to do this!
0 -
The only one I feel is pretty good as far as counts is the Membership Statistics by Category, but it does not do it by month at least the way you want it, then it is doing 108 times.
This one seems to give correct counts and includes those who were lapsed during that date range. But like I said it does not break it down monthly unless you do it 108 times, which would be a waste of time.
0
Categories
- All Categories
- New YourCause Community TEST
- New SKY Community TEST
- New Grantmaking TEST Community
- New Altru Test Community
- New bbcon Community - TEST
- 12 Blackbaud Agents for Good™
- New Raiser's Edge NXT Community
- 7 Blackbaud Community Help
- 218 bbcon®
- 1.4K Blackbaud Altru®
- 409 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.2K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 16 donorCentrics®
- 361 Blackbaud eTapestry®
- 2.7K Blackbaud Financial Edge NXT®
- 681 Blackbaud Grantmaking™
- 599 Blackbaud Education Management Solutions for Higher Education
- 3.3K Blackbaud Education Management Solutions for K-12 Schools
- 952 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 85 JustGiving® from Blackbaud®
- 7K Blackbaud Raiser's Edge NXT®
- 3.9K SKY Developer
- 257 ResearchPoint™
- 123 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 247 Member Lounge (Just for Fun)
- 40 Blackbaud Community Challenges
- 37 PowerUp Challenges
- 3 (Closed) PowerUp Challenge: Grid View Batch
- 3 (Closed) PowerUp Challenge: Chat for Blackbaud AI
- 3 (Closed) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 822 Community News
- 3.1K Jobs Board
- 57 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)





