Automated reporting simplifies monitoring an Organizations metrics by providing timely insights. In this article, we'll explore the Weekly Metrics report offered within your Dashboard. Discover how to manage recipients, customize reports, and obtain valuable data to track your organization's performance effectively.
Instructions for set up
View your Automated Reports: https://app.joinit.com/automated-reports
Create a Weekly Metrics Report (if one does not already exist)
Add/Remove admin recipients from the Weekly Metrics Report
Included metrics and definitions
Active Memberships
New Memberships (last 7 Days)
Total Memberships
Memberships by Membership Type
Total Payments
Payments (last 30 days)
Payments (Last 7 Days)
Frequently Asked Questions:
When will the Weekly Metrics report be emailed?
The Weekly Metrics report will be emailed at the start of the work week (Monday at 00:00:01 UTC) to the selected admin recipients.
How do I add myself or another Admin onto the Weekly Metrics report?
Any current Admin can be added onto the Metrics report. To add an Admin, you'll want to head to the Automated reports (this is located within the 'Insights' tab): https://app.joinit.com/automated-reports
Next, you'll want to click on the existing report or create a new one and then you can toggle on or off the Admins you'd like on the report.