Membr Insights/Report Builder guide

Introduction

Membr Insights is our super-flexible new reporting tool! Insights allows you to look at all aspects of your gym’s data in powerful new ways, to better allow you to spot trends, be more proactive and generally make more informed decisions!

Getting Started

Membr Insights can be accessed in two ways: from the member report in the Reports menu in your Membr site:

(Depending on login permissions, however, you may not see this option. Speak to your gym's software administrator if not!)

Or you can access the Membr Insights tool as a standalone site here: https://reports.membr.com/

Membr Insights uses the same login credentials you use to access the main Membr product, so there’s nothing new to remember. All you need to do is go to the Insights website and enter your normal login.

As a security measure, the first time you log in (but only for this first time), an email will be sent to your registered email address for you to authorise, so check your inbox! Once you have validated your credentials, you will not need to perform this step again, and can log-in directly in future.

Initial Display

The initial display looks like this:

Report builder is all about building and looking at reports. There are two main ways to get reports in Report Builder:

1. You can choose from a wide variety of 'built-in' reports for speed (in the My Reports menu) - these can quickly show handy reports for the most common situations, but...
2. You can also 'build' your own reports by choosing the type of data to operate on - prospects, members etc. - these are found in the My Data menu. Once the type is chosen you can then refine and drill down on the exact details you're interested in by applying specific filters, date ranges etc.

Using either method, the main area of the screen contains the output for the current report type. You can see the current report (or data) type at the top corner of the screen with a little (i) next to it; when you first log-in this will be All Members, but you can choose many others from the report presets available in the MyReports area, also at the top of the screen.

The range of built-in reports (yours may be slightly different - this is constantly expanding with new types!):

The other control shown in the first screenshot is the Column Display Selector; this allows you to choose which columns of information to display in the main listing area. With this, you can customise and de-clutter the listing, so that it displays only the items that are relevant to you for this particular report.

The column types available in the selector change according to the report type. In the case of a member report (rather than prospects or packages etc.), it shows the relevant column types for a member listing, e.g:

Whatever columns you choose for your report listing, you can cause the listing itself to be sorted according to one of those columns, much like you can in Windows. For example, click on the column heading Member First Name to sort the name list alphabetically. Click the same column again to reverse sort it.

Using the Insights Tool

The available report presets will often provide the information you need just as they are, but you can further refine the reports using the Gym, Filters and Group By options available down the left of the screen.

Gym

Depending on your log-in permissions and number of clubs, the Gym area might display a fixed, single gym, or a drop-down list giving you a choice of several, so that your report can include a specific gym or a choice of several.

Filters

Filters are a fast and flexible way to narrow down the records being listed. For example, you might want to list all members born after the year 1999, or all members without a key fob, and so on. You can create several filters to really narrow down your query if you prefer - all members born before 1980 with a frozen membership for example.

Click on Add Filter to get started - you’ll see there are powerful options to add filters for specific conditions being met, not met, or that contain a particular piece of text etc.

Grouped By

Grouping data allows you to condense or aggregate list entries together, according to the criteria you specify. For example, if you group a list according to Gender, the list will condense to give you a summary of your members according to gender like this:

This conveniently counts the number of entries that match the different possible types for the grouping you chose and then adds a ‘count’ column, so you can see how many of each type there were.

Note that using ‘grouping mode’ will change the columns being displayed to show only a ‘Count’ column, and also the grouping type(s) you chose - so if you group by gender, it will display only the Count and Gender columns.

To make a grouping more useful, we can add another grouping to break down the data even further. In our gender example, we could add a grouping for status too, which will then tell us how many active members we have broken down by gender AND status:

Download Report

Viewing the report on-screen will often be enough in some situations, but a complete copy (i.e. all pages of the current report you are viewing) can be downloaded in Excel format if you need it - click the Download button and check your downloads folder!

Conclusion

We hope this short guide has given you a taste of the power that Membr Insights can give - as ever, we would love to hear from you with any feedback, requests or suggestions, and of course, happy reporting!