Top Five Reports

A vendor asked me the following: "What are the top 5 most useful or most valuable reports that you've seen from an AMS?"

My response:

I think the top five will vary based on three things: type of membership (trade vs. professional vs. hybrid); largest source of non-dues revenue (e.g., events, certification, products, fundraising, other); and what is politically important (e.g., committee participation, speaking/presenting, PAC).

But in general, I would suggest these:

  1. Membership count by membership type, including dollars per category
  2. Invoicing (i.e., ability to print one or a group of invoices from the system without having to format or merge)
  3. Aged receivables (30-60-90 days old)
  4. Event attendance count broken out by registrant type, with revenue
  5. Event attendance by last name

What do you think? What's your single most important report from your AMS?

About Wes Trochlil

For over 30 years, Wes has worked in and with dozens of associations and membership organizations throughout the US, ranging in size from zero staff (all-volunteer) to over 700. In that time Wes has provided a range of consulting services, from general consulting on data management issues to full-scale, association-wide selection and implementation of association management systems.

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