Membership Dashboard

Review current memberships, upcoming expirations, renewals, and recent lapses.

Navigation

• Dashboard: Return to the main dashboard.
• Related links: Open member search, renewals, reports, email, household search, and payment search.
• Help (?): Open help for this page.

Membership Status

• Current: Expiry date is today or later. Memberships expiring today remain current today.
• Expired: Expiry date is before today.

Summary Tiles

Searching by program name updates the totals. Status chips do not.

• Current members: Current memberships and the number of programs they belong to.
• New this month: Memberships created this month. Net is new minus lapsed. Renewed counts memberships extended this month.
• Expiring in 30 days: Memberships ending within the next 30 days. The smaller text shows how many are not on auto-renew.
• Lapsed this month: Memberships that expired earlier this month.

Year Comparisons

Compare new, renewed, and expired memberships by fiscal year (July 1 to June 30) or calendar year (January 1 to December 31). Search and status chips do not affect these figures.

• New: Memberships created during the year.
• Renewed: Memberships extended during the year.
• Expired: Memberships that expired during the year. Future expirations are excluded.
• Change: This year minus last year.

Note: This year includes activity so far; last year includes the full year.

Search and Filters

Search by program name. Select a chip to filter the program list. Chip numbers count matching programs, not members.

• All: All listed programs matching your search.
• Expiring soon: Programs with memberships ending within 30 days.
• Lapsed: Programs with memberships that expired this month.

Program Cards

Each card shows the program name, current membership count, and relevant activity. Zero values are hidden.

• New / Renewed: Memberships created or extended this month.
• Expiring in 30 days: Memberships ending within the next 30 days.
• Expiring this month: Memberships still due to expire this month.
• Auto-renew: Memberships ending within 30 days with auto-renew enabled and not cancelled.
• At risk: Memberships ending within 30 days without auto-renew. Shown in amber for follow-up.
• Lapsed: Memberships that expired this month, shown in grey.

Good to Know

• This month means the current calendar month, starting on the first.
• Counts overlap. A membership can be current and expiring soon. Do not add these totals together.
• Programs appear when they have a current membership or a membership that lapsed this month.
• Data loads when you open the page. Use Retry or reopen the page to refresh.
• Family and linked memberships each count separately.