Membership Transaction Report

Use the Google Sheet widget in Data Bridge to generate a Membership revenue report for the year. This displays data from the previous year for comparison.

The membership transactions report will help you analyze membership transactions for the current year (monthly or per membership level), a summary of new joins this year, and the inbound channels for these transactions (via Mail, Phone, Walk-in/Kiosk).

Step 1: Create a query

• Click on “Analysis” in Altru.
• Click on “Information Library”.
• Click on “Add an ad-hoc” query.
• Click on “Membership” query type.
• Click on “OK”.

Save the query

• Click on the "Preview results".
• Verify that the number of rows/records is less than 15k.
• Click on the "Set save options".
• Name your query with “- SGS” at the end (Example: eTicket confirmation email - SGS).
• On the bottom right, click on "Save and close".

Export the query

• Click on the "Get OData link".
• Copy the OData link to use in the next step.

Step 2: Create a new Data Bridge using the Google Sheets Connection Steps

Step 3: Prepare and set up your Google Sheet

Make a copy of the Google Sheet Membership Revenue Report Template.

Step 4: Guide Sheet

• Copy the direct link from your Data Bridge widget settings and paste it into the Guide sheet
• Copy the username from the widget settings and paste it into the Guide sheet
• Copy the password from the widget settings and paste it into the Guide sheet

Step 5: Generate Report

• In the Query results sheet, click on Download data
• View the generated report in the Report sheet

This depends on the size of your list; for example, if your list size is 1,000 contacts, it takes five minutes to complete the sync process.