Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Renewal reporting vs mid term up and downgrades

When a person renews either as a straight renewal, or an upgrade or downgrade, we'd like it to first be categorized as a renewal, then upgrade, downgrade or straight renewal at the same level. We'd also like midterm upgrades and downgrades to be first catgorized as midterm. A renewal should be solely for transactions that extend the expiration date for another term. Nothing else should be considered a renewal. How do other organizations handle reporting on renewals? We don't really see an easy way to get accurate numbers.
  • Guest
  • Jan 4 2016
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  • Dawn DeFrank commented
    3 Dec, 2020 06:26pm

    We implemented a refresh to (most of) our membership levels. That means for the first full year, the upgrades and downgrades won't be accurate because all transactions for those levels are being counted as upgrade/downgrade, even when the dollar amount stayed the same.

  • Laura Schmid commented
    29 Jan, 2020 07:26pm

    I'm commenting on this again because it's still bugging me. This is what I think Altru should do:

    Actions = Join, Renew, Rejoin, Midterm Upgrade

    Action type (a new category!) = Up, Down, Same

  • Laura Schmid commented
    12 Oct, 2018 04:45pm

    I agree, midterm upgrades ought to be able to be siphoned out. They are entirely something different. I also have a problem that member benefits, particularly digital guest passes are issued for midterm upgrades. They shouldn't be issued again when they've already been issued at the join or renewal transaction.

  • Guest commented
    14 May, 2018 06:14pm

    I have SO many issues reporting accurate numbers for renewals, rejoins, upgrades, and downgrades in Altru. The words are used with inconsistent definitions throughout the database. 

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