Reporting
Wide range of tools to gauge and report your organization’s key performance metrics
Exportable Reports
Membership, events, revenue, committees, receivables, forecasting, and detailed member participation/non-participation reporting is standard in Membee. With 60 report definitions, you can get you hands on literally any subset of data you need.
Membee produces a PDF of your data in summary but each report is exportable in CSV data format. You can even define, save, and reuse your own data export definitions. It is, after all, your data.
Use Your Own Filters In Your Reports
Use your existing custom parameters in Membee’s reporting tools! Whether it is membership levels, geographical categorizations, or other variables that you track for your members, you can gather the information most important to you for actionable results.
For example, a list of my top level members who haven’t attended an event in the last year” allows you to act proactively to retain those top membership revenue members.
Email Everyone In Your Reports
Gathered a list of all your members or a subset of members? Email everyone in that list by using our integrated email feature. Compose a new email by entering a subject, body, and attachment, and start sending! The best part? Membee keeps a copy of the email on the member’s activities so you can track what communication has been sent.
Send to MailChimp or Constant Contact
Capture all your list of contacts, member or non-members, in Membee and sent them to MailChimp or Constant Contact using our direct integration in a single click! From there, build your email campaign in one of the strongest email marketing platforms in the industry.
Save Favorite Reports & Exports
Know you’re going to run this report frequently in the future with the same filters each time? Save the hassle of finding the report and customizing the filters each time by saving it as a favorite. Membee will save all your filters to easily use it again!
Easily Re-Run Reports to Get The Right Results
Ran a report but missed a filter? No problem! Every report in Membee has a re-run feature that maintains all your original filters so you add or remove filters to get the results you’re looking for without having to start new all over again.
Account For Discounts & Promo Codes Used
In addition to the standard financial processing, Membee can produce promo codes that provide discounts to purchasers for membership or event registrations and properly account for these discounts in your reports.
Full Financial Reporting Using Your G/L Accounts
Slide your key G/L accounts into your copy of Membee and payments may be grouped into your important revenue G/L accounts for you. Your accounting team will be happy!
Bulletproof Audit Friendly Reporting
While we hope it never happens, Membee is built to have a bulletproof financial audit trail for the day the auditors show up. By generating reports that include all transactions related to your invoices, your auditors will have the information they need for a smooth auditing process and confidently.
Online Billing For Quicker Revenues
The expectancy rate of return for everything globally has increased with advanced technology, including online billing and payments. Members can easily pay for membership and events with online invoices, sent through email, where they can pay directly on your website and even on their mobile device. As a result, your revenues can come in quicker than manually issuing printed invoices.
Location Based Taxation
Membee has a global customer base and as a result, we know how to manage the collection of tax amounts. Location-based taxation applies to Value Added Taxes (VATs) where the amount of the tax is dependent on the location of the member or even the location of your event. Membee’s robust tax calculation features make sure you collect the correct amounts and specialized reporting makes sure to you remit the correct amounts to the government.
Secured Processing & PCI Compliant
Our supported gateways accept, process, and tramsit credit card data and are enforced to secure this information by being PCI Compliant. While the gateway is fully PCI Compliant and transmits this data, we take the extra measured to be fully secured and PCI Compliant to best protect you and your member’s data.
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Let’s Make Things Happen
We aren’t here to sell you on anything, but the hive is here when you need us.
We open up Membee every morning, and it’s a workhorse. It’s like having another employee – Membee is my administrator. I put everything in, the notes are there, the reminders are there, and it can generate the emails I need.
Christine H
Printing Industries of New England
Let’s Make Things Happen
We aren’t here to sell you on anything, but the hive is here when you need us.
The online member directory provided through Membee gives our members a powerful tool for presenting and promoting their business. The flexible nature of the directory and the customization options make it easy for members or staff to customize member listings.
Brad Demers
Digital Media Content Coordinator
