Starkweather Pick 3: Reporting Packages for YourMembership

A flexible reporting solution for YourMembership users. Pick three reports that matter most to your leadership. Choose the Basic Package for pre-built reports, or get fully customized reporting and strategic support with the Plus Package.

Basic: Pre-Built Report Package

Price: $1,500

Get fast, reliable insights with minimal lift. Choose any 3 pre-built report templates, and we’ll tailor them to your data and organizational structure. Ideal for associations that want immediate clarity without a full custom build. See the available list below.

Includes:
  • Selection of 3 standardized report templates
  • Customization of fields to match your YM data (custom fields, member profile details, segments, filters)
  • Clean, ready-to-run reports for ongoing use
  • Use any of the reports to create email lists

Best For:
Associations who need quick reporting without deep analysis or strategy discussions.

See a list of available report options below.

Plus: Custom 3-Report Build Package

Price: $3,000

Our most comprehensive reporting solution. We partner with you to build three fully custom reports designed around your goals, programs, and data structure. This package ensures accuracy, strategic value, and long-term usability.

Includes:
  • 45-minute discovery call to determine your highest-value reporting needs
  • Three customized reports built in YourMembership instance (i.e. membership, event, revenue).
  • Quality Assurance Review to ensure accurate filtering, grouping, and results.
  • 1-hour walkthrough & recommendations session to help you interpret the data and apply insights
  • Use any of the reports to create email lists

Best For:
Associations ready to make data-driven decisions and unlock powerful, tailored insights from their YM platform.

See a list of available report options below.

Report Options:

Membership Health Reports: Each report includes a summary and detailed view.
  • Total active members (by type and date range).
  • New members (monthly or annually)
  • Renewing members (monthly or annually)
  • Upcoming expirations (within 30, 60, 90 days)
  • Lapsed member report (monthly or annually)
  • Total Members by membership or member type
Engagement & Activity Reports: Each report includes a summary and detailed view.
  • Total Count of Registrations Per Event (Monthly or Annually)
  • Total Count of Event Registration by Member Category (Individual Event with ability to update event in criteria)
  • Registration Form Detail Report - Shows all form responses submitted for an individual event.
  • CEU/Credits Earned Report - Tracks CEUs or credits earned by members
  • Group or committee reports (by member type)
  • Survey Response Report – detailed report of responses by date range or survey.
Revenue & Dues Forecast Reports: Each report includes a summary and detailed view:
  • Dues revenue by membership type
  • Revenue Summary Per Event (Monthly or Annually)
  • Non-dues revenue report (store, ads, member sponsorships, donations, etc.)
  • Outstanding invoices (all types)
  • Payment Reconciliation Report (Credit Card Transactions Daily, Weekly, or Monthly)
  • Revenue per GL or QB Class (GL Codes and QB Classes must be configured in YM).

How to Get Started

  1. Choose Your Package

    Use the links below to select either the Basic Pick 3 Reporting Package (pre-built reports) or the Plus Pick 3 Reporting Package (custom reports + consultation). You’ll be directed to our secure shopping cart to complete your purchase.

  2. Tell Us Your Top 3 Reports

    After checkout, you’ll receive a short form where you can select your three reports and share any details we need to tailor them to your association.

  3. We Build and Deliver Your Report

    Our team gets to work right away. Basic packages are delivered quickly using our pre-built templates, while Premium clients receive a kickoff consultation and fully customized reporting.

Get Started!
Are you ready to stop stressing about YourMembership Software?

Schedule with us today!
Book Now!

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