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The Members category in Analytics groups the dashboards and reports that describe your people: how the base is growing, who is actually showing up, how members progress through skill levels, how engaged they are, and who owes or holds money. Each item is a focused page. Use the dashboard for the headline picture and the reports for member-by-member detail.

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Overview

Open Analytics and pick the Members category to reach:
  • Dashboard (/analytics/members/dashboard) - Member counts, new and active members, growth trends, and top and low-engagement members.
  • Attendance (/analytics/attendance/dashboard) - Check-in volume, unique members, and peak times.
  • Progression report (/analytics/members/progression-report) - Every member’s current level and history across your progression tracks.
  • Member engagement (/analytics/engagement/dashboard) - Engagement scoring per member and how scores move over time. Documented in full under Engagement analytics.
  • Balance report (/analytics/members/balance-report) - Members with a pending balance, split into amounts owed and credit held.
The dashboard and attendance pages carry the standard club and date range filters (the date range defaults to the last 30 days). The progression and balance reports are org-wide snapshots and have no filter bar.

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Members dashboard

The dashboard opens with a row of KPI cards, a growth chart, and two member lists. Set a club and date range in the filter bar to scope the activity-based metrics.

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KPI cards

  • Total members - Everyone whose contact type is member, counted across the whole organization. This is a live total, not scoped to the date range.
  • Drop-ins - Everyone whose contact type is drop-in, also an organization-wide total.
  • New members - Members who joined within the selected date range.
  • Active members - Members who had at least one booking or check-in within the range. This is your working retention signal: a member on the books who never appears here is at risk.
  • Average engagement - A gauge showing the average engagement score and level (low, medium, high, or rockstar). This card appears only when engagement scoring is turned on.
Read total members against active members. If the total holds steady but active members slides month over month, you have a retention problem hiding behind a flat headcount.
A line chart plots total members, drop-ins, and the combined total week by week. The series are reconstructed from recorded type changes, so a contact converting from drop-in to member moves the lines accordingly. Use it to see whether the base is genuinely growing or just churning in place.

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Top members and low engagement alerts

Below the chart, two lists surface individuals:
  • Top members - The most engaged members by score, for recognition or referrals.
  • Low engagement alerts - Members scored as low engagement, each with a last activity date so you can prioritize a check-in call.
Both lists depend on engagement scoring being enabled and populated. If scoring is off, the gauge and these lists have nothing to show. See Engagement analytics for how scores are calculated.

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Attendance

The Attendance page sits in the Members category and tracks who is coming in. Its KPI cards cover total check-ins, unique members, average check-ins per member, and no-show rate, and its charts show attendance trends over time, peak times, attendance by club, and by area type. Use it to find your busiest hours and to catch a rising no-show rate before it eats into capacity. For the operational side of check-ins, see Members > Attendance.

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Progression report

If you run skill progression, this report lists every member’s level per track. It shows one tab per progression track, and within each track a table with three columns:
  • Member - Links to the member’s profile.
  • Current level - The member’s current skill and level, shown as a chip.
  • History - The chain of level changes over time, oldest to newest, so you can see how far and how fast someone has moved.
Members are ordered by how actively they are progressing. If no tracks are set up, the page shows a “no progression tracks enabled” message. Use the Export button (top right) to pull the full report to CSV.

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Balance report

The balance report is a money-owed and money-held snapshot built from pending transactions. It has no date filter because it reflects current outstanding balances, and it offers an Export button for the full list.

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Summary cards

  • Members with pending balance - How many members have any pending transaction.
  • Members owing - How many members owe money.
  • Total due - The sum owed to you across all members.
  • Total credit - The total credit members hold (wallet credit plus any positive account balance).
  • Total wallet credit - The portion of that credit held specifically as wallet balance.
Amounts owed and credit held are reported separately and are never netted against each other. A member who owes 100 and also holds 100 in credit still appears as owing 100. This keeps genuine debt visible instead of masking it with unrelated credit.

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Member table

Each row shows the member, a count of their pending transactions, the amount due, and the credit they hold, with the biggest debtors listed first. Expand a row to see the individual pending transactions (date, description, type, and amount); clicking a transaction opens it in Billing > Transactions.

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Worked examples

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Spotting a retention dip

A boxing gym shows 320 total members, steady for three months. On the members dashboard the owner sets the range to the last 30 days and reads active members at 190, then reruns it for the previous month and gets 235. The headcount is flat but real activity fell by roughly 20%. The member growth trends chart confirms new joins are offsetting quiet churn. The next step is the low engagement alerts list to call the at-risk members before they lapse.

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Tracking progression in a jiu-jitsu program

A jiu-jitsu academy runs belt progression as a track. The progression report’s track tab lists every student with their current belt and the history of promotions. Coaches sort attention toward students who have not moved in a long time, and export the tab to CSV for the quarterly grading review.

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Chasing outstanding balances at a climbing gym

A climbing gym’s front desk opens the balance report at month end. Members owing and total due quantify the debt; the table puts the largest debtors on top. Expanding a row reveals which specific transactions are unpaid, and each links straight through to the transaction to take payment or follow up.

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Tips and best practices

  • Use active members, not total members, to judge health. Total members counts anyone on the books; active members counts who actually showed up in the range.
  • Turn on engagement scoring to unlock the people lists. The engagement gauge, top members, and low-engagement alerts all need scoring enabled.
  • Balance and progression reports ignore the date range because they are current snapshots. Do not expect them to react to the filter bar.
  • Export for follow-up work. The progression and balance reports both export to CSV for offline lists, grading reviews, or collections.
  • Cross-check activity against attendance. If active members looks off, the attendance page shows the underlying check-in volume and peak times.

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Troubleshooting