Overview
CiviPlus provides a range of reports and dashboards to help organisations understand their membership base, monitor renewals, and track trends over time. These tools support both day to day operational work and strategic reporting.
This article explains the main membership reports available in CiviPlus, how dashboards are used, and common best practices.
Membership Reports
CiviPlus comes with a range of standard Membership reports that can found at Reports → Membership Report. They are typically used for structured analysis, exports, and scheduled reporting.
Membership Summary Report - this report provides aggregated information, such as:
Number of members by membership type
Membership counts by status
Membership counts over a time period
Can be used for high level reporting and board summaries.
Membership Details - this is probably the most commonly used membership report, and is can be used to report on:
Membership type
Status (Current, Grace, Expired, etc.)
Start and end dates
Join date
Source
Linked contact details
Can be used to provide lists of current members, members due to expire, membership audits etc.
Contribution and Membership Details - this report links memberships to contributions and can show:
Membership payment
Payment dates
Amounts
Financial types
Payment statu
Can be used to reconcie membership income.
You can modify the standard Membership reports to meet your specific needs, for example:
Add or remove columns
Filter by membership type, status, or date
Filter by contact group
Sort and group results
Export results to CSV or Excel
Saved for reuse
Scheduled and emailed to staff
Details on how to do this are in the article on using Reports here
Membership Dashboards
There are two types of Membership Dashboard available in CiviPlus. The first is available from the Memberships → Dashboard menu, and shows a table of Membership Signup and Renewal Activity across all Membership Types:
The first block shows a summary of new joiners and renewals for each of the Membership types, highlighting the last two months and the totals Year to Date (YTD).
In the name the Primary member counts (those who "own" the membership rather than receiving via relationship) are in [brackets], the total number of memberships included inherited members are shown to the right of the [brackets].
The second block in the table lists the most recent membership activity by contact name.
The second type of Membership Dashboard are those that appear as Dashlets on the persoanlised Home Page dashboard for each CiviPlus user.
Each of the Dashlets can be dragged onto the dashboard, and they will they appear whenever the user logs in. The Dashlets can be created from the standard reports described in the section above, or by creating bespoke reports using Searchkit. How to do this is described in the article here.