Report on Client Types?
Posted by: Nicholas O. Oct 19 2022 7:22 AM
Pinned

Hello!

Hopefully this is an easy one and I’m just being a bit thick: I’d like to see how many of each member type we have (member type = client type in WL), but for the life of me, I cannot find any kind of summary report that gives this headline information.

I can see it if I run an ‘all active clients’ groups report, as it gives the number of each client type in the summary boxes at the top, but this data is not exported when the report is exported, so it cannot be manipulated (i.e. kept as a record and used to compare to the past/future).

Is there a way I can get a report saying ‘you have X number of this client type’ for each client type?

Even better would be the possibility to add this to the dashboard as a graph over time, showing the total membership, broken down into each member type (like the All Sales YOY box works).

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