ShulStats Membership Report (Reference)

The ShulStats Membership Report allows you to view membership join and resignation dates by month and by year. It includes visualizations designed by ShulCloud product experts to highlight the most important membership data in one place, and allows you to export filtered lists into Excel.

You cannot manually change the report within ShulStats. The report is based on the data as it currently exists in your ShulCloud account. If a number or visual seems off, please double-check your data in ShulCloud. Data is refreshed every day at 4am Eastern Time, so the data shown in ShulStats will be from the previous day. Any updates you make in ShulCloud will be displayed in ShulStats the following day. 

To access the full ShulStats feature, ensure that your congregation has a subscription for ShulStats. In order to view ShulStats, an admin must have specific ShulStats administrator permissions.

Main Page

Visual	Description
1. Fiscal Year Filter	Allows you to filter the visuals on the current page by the fiscal year that you have set in ShulCloud.
2. Accounts Joined by Month	Provides a visual of the number of accounts in your system with a join date in a specific month. Use the Fiscal Year Filter to see all months in a specific fiscal year.
3. Go to Filtered Report Button	After you click on a bar or point in a visual, you can click the link to see a detailed report of every account within that join or resign date. See below for an overview of the Filtered Report Details.
4. Accounts Joined by Year	Provides a visual of join date trends over the years.
5. Accounts Resigned by Month	Provides a visual of the number of accounts in your system with a resignation date in a specific month. Use the Fiscal Year Filter to see all months in a specific fiscal year.
6. Accounts Resigned by Year	Provides a visual of resignation date trends over the years.

Filtered Report Details

When you click the blue Go to Filtered Report link at the bottom of a visual, you will see the following page. This page is filtered based on your selection within the visuals on the main page. If you do not want the report to be filtered by that criteria, click the back arrow to return to the main page.

If the report isn't showing the correct details, make sure that all your filters are clear by clicking the eraser in the right corner of the filter boxes.

Visual	Description
1. Accounts	Lists the number of accounts in your system that fit the filters that you selected on the main page.
2. Account Type Filter	Allows you to filter the visual on the current page by Account Type.
3. Report Details	A report that changes based on the filters you can select. You can export the report to Excel by following these instructions. The report includes: Account ID - when you click on the ID, it will take you to the corresponding account page in your ShulCloud site Account name Date Joined and Date Resigned - if a field is blank, it means that the account did not join or resign during the month/year that you selected on the main page Account Type Account Primary and Secondary contact information
4. Back Arrow	Click on the button to return to the main report page.