Membership Reports (org.chorusamerica.membershipreports) is an extension for CiviCRM which provides reports for membership lifecycle events, as defined below.
This extension provides most of its functionality through its "Membership Lifecycle Event (Detail)" Report Template.
This extension has not yet been published for in-app installation. General extension installation instructions are available in the CiviCRM System Administrator Guide.
- PHP v5.5+
- CiviCRM v4.7+
Unless otherwise noted, the reporting for each type of membership lifecycle
event is implemented in the report template "Membership Lifecycle Event (Detail)"
(CRM_Membershipreports_Form_Member_Event). To specify which type of event is
reported, set the "Type of Membership Lifecycle Event" filter accordingly.
(Note: the "Abandonment" option appears only if such a membership status exists.)
| Event | Definition | Implementation |
|---|---|---|
| Join | The act of becoming a direct member for the first time. | Report instance "Membership Join Events last month," based off of core template CRM_Report_Form_Member_Detail. The history in civicrm_membership_log isn't necessary to find Join events; the join_date ("Member Since" in the user interface) suffices. |
| Conferment | The act of receiving a conferred membership. | Returns the civicrm_membership_log record with the earliest modified_date for each membership with a non-NULL membership_owner_id. |
| Renewal | The act of renewing (i.e, extending the end_date of) a direct membership while it is in a non-expired status. |
For each membership with a non-NULL membership_owner_id, returns each civicrm_membership_log record which has a different end_date value than the row immediately preceding it in the membership history, provided the status of the previous row is not "Expired." |
| Rejoin | The act of becoming a direct member (again) after allowing an existing membership to expire. | For each membership with a non-NULL membership_owner_id, returns each civicrm_membership_log record which has a different end_date value than the row immediately preceding it in the membership history, provided the status of the previous row is "Expired." |
| Lapse | The act of allowing a direct membership to expire beyond its grace period. | For each membership with a non-NULL membership_owner_id, returns each civicrm_membership_log record which has a status of "Expired" and a row immediately preceding it in the membership history with a different status. |
| Abandonment | The act of intentionally allowing a direct membership to expire beyond its grace period (e.g., because contact has started an organization through which she now receives conferred membership). | Returns the civicrm_membership_log record with the earliest modified_date and a status of "Abandoned" for each membership with a NULL membership_owner_id. |
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