This batch process updates the MBR_COUNT table and prints a report on membership statistics for the number of active orders, proforma orders, newly created active orders, and cancelled orders for every selected member group and customer. The report output also returns data on primary and non-primary group products that are associated with no subgroup.
In general, run this process on a monthly basis and then use the data in various reports that display trends.
The MBR_COUNT information displays on the Member Counts tab in Subgroup Central. Users can only update the Member Count information between MBR700 runs if they have the appropriate access-point permissions.
Parameter |
Description |
Required? |
Organization |
The Organization ID for which you want to run the report. |
Read-only |
Organization Unit |
The Organization Unit ID for which you want to run the report. |
Read-only |
Run Mode |
Mode in which the report runs:
|
Yes |
MBR Count On Date |
This field is used to count any active MBR orders as of this date. If no date is entered, today’s date is used. |
No |
Filter |
This is under the Advanced Job Parameter tab. You can use this field to filter what displays on the final report. |
No |
The finished report displays all member counts. The report organizes member counts based on subgroup and member group. If a subgroup is not specified, the member counts will be displayed under the “NOT ASSIGNED” category. Levels 1, 2, and 3 are also displayed. Underneath each specific subgroup, member counts are shown for Proforma, New, Renewed, Continuing, Active, Cancelled, Transferred In, and Transferred Out. Grand totals are displayed at the bottom; each column is totaled.
The calculation logic for each count column is:
New Count
Includes memberships where the Line Status code is Active and the Begin
Date of the order falls in the month of the Member Count Date parameter
and this order is not linked to a previous membership order.
Renewed Count
Includes memberships where the Line Status code is Active and the Begin
Date of the order falls in the month of the Member Count Date parameter
and this order is linked to a previous membership order.
Continuing Count
Includes memberships where the Line Status code is Active and the Begin
Date of the order does not fall in the month of the Member Count Date
parameter and this order is linked to a previous membership order.
Proforma Count
Includes memberships where the Line Status code is Proforma.
Cancelled Count
Includes memberships where the Line Status code is Cancelled and the
Line Status Date of the order falls in the month of the Member Count
Date parameter.
Transferred Out Count
Includes memberships where the Fulfill Status code is “X” (transferred)
and the Line Status code is either Active or Cancelled and the Line
Status Date of the order falls in the month of the Member Count Date
parameter.
Transferred In Count
Includes memberships where the Fulfill Status code is “A” and the Line
Status code is Active and the Begin Date of the order falls in the
month of the Member Count Date parameter and the column TRANSFER_FROM_ORDER_No
in ORDER_DETAIL is not null.
Active Count
New count + Renewed count + Continuing count + Transfer-in count.