Report Builder

The Report Builder lets you create custom breakdowns of your membership across any field. See at a glance how your members are distributed by gender, skill level, team, membership type, or any custom field you've defined.

Accessing the Report Builder

Navigate to Admin > Analytics, then click the Report Builder card. Or go directly to Admin > Analytics > Report Builder.

Choosing a Field

Use the field selector dropdown at the top of the page to choose what to break down. Fields are grouped into three categories:

Member Info

| Field | Description |

|-------|-------------|

| Gender | Male, Female, Not Specified |

| Membership Status | Active, Pending, Lapsed, Expiring |

Club Config

| Field | Description |

|-------|-------------|

| Membership Type | Your configured membership tiers (e.g. Senior, Junior, Social) |

| Player Level | Skill levels you've set up in Settings |

| Team | League teams your members are assigned to |

| Tag | Tags applied to members |

Custom Fields

Any custom fields you've created with a type of Single Select, Multi Select, or Yes/No will appear here automatically. Text, number, date, and other non-categorical field types are not available in the report builder as they cannot be meaningfully grouped.

Filtering by Status

Use the status filter dropdown to narrow the report to a specific membership status:

All Members - Include everyone (default)
Active - Only active members
Pending - Only pending members
Lapsed - Only lapsed members
Expiring - Only members whose membership is about to expire

This is useful for focusing on your active membership or understanding why members have lapsed.

Chart Types

Toggle between two chart views using the chart type buttons:

Bar chart - Horizontal bars showing counts for each value, useful for comparing categories
Pie chart - Donut chart showing proportions, useful for seeing the overall distribution

Data Table

Below the chart, a detailed table shows every value with:

Label - The category name with a colour indicator
Count - Number of members with that value
Percentage - Visual bar and percentage of the total

Understanding the Numbers

Total Count

The total shown is the number of members matching your status filter. For most fields, the individual counts will add up to this total.

Multi-Value Fields

For Team and Tag fields, a member can belong to multiple teams or have multiple tags. In these cases, a single member may be counted in more than one category, so the individual counts may add up to more than the total.

Similarly, Multi Select custom fields count each selected option separately.

"None" and "Not Set" Values

None appears for fields like Membership Type or Player Level when a member doesn't have one assigned
Not Set appears for custom fields where the member hasn't provided a value

Example Uses

Membership Demographics

Select Gender to see the male/female split. Filter to Active members only for a current picture.

Skill Distribution

Select Player Level to see how many members are at each skill level. This helps plan graded sessions.

Team Sizes

Select Team to compare team roster sizes and spot imbalances.

Membership Tier Breakdown

Select Membership Type to see how members are distributed across your pricing tiers.

Custom Data

If you've created a custom field like "Preferred Playing Day", select it to see which days are most popular.

Troubleshooting

"No data available"

Ensure you have members in your club
Check the status filter isn't excluding all members
For custom fields, ensure members have values set for that field

A custom field doesn't appear

Only Single Select, Multi Select, and Yes/No field types appear in the report builder
The field must be active (not disabled in custom field settings)

Numbers don't add up to the total

This is expected for Team, Tag, and Multi Select fields where members can have multiple values
See the "Multi-Value Fields" section above