ChapterBuilder - What is the New Member Report?

ChapterBuilder - What is the New Member Report?

The New Member Report is one of the many reports that are available for ChapterBuilder users. This reports provides insight about your process and what it took to secure your newest members. 

Note, all the data displayed is pulled for Leads with the A+ status; also known as the "Accepted Invite." The system is pulled the data for all the lead's at your highest status (the one that is put at the top; in most cases this will be the A+). 

Here is the data that is available in this report:

  • Activity breakdown for each Lead 

  • Organization average (on average it took 4 notes, 5 calls, etc. for example) 

  • Number of tags that were used 

  • Number of milestones that were used 

To access the New Member Report, follow these steps:

1. Navigate to your "Settings" tab (left-side navigation) 

2. Click on the New Member tab (at the top) 

There you will be able to access the data, filter it, and export any information you want to keep. 

Note, the New Member Report is ONLY available for users leveraging the Standard or Pro version of ChapterBuilder.


    • Related Articles

    • ChapterBuilder - How to Report New Members

      ChapterBuilder integrates with select organization new member reporting databases. This allows chapter accounts to report their new members directly to their HQ. Note, you MUST have Admin access to report new members. The following organizations have ...

    • ChapterBuilder - Can't Report my New Members

      Are you unable to report one or more of your new members to your organization's database? This article will walk you through the most common reasons. User is already in your organization's system ChapterBuilder is prevented from reporting any new ...

    • ChapterBuilder - How to export my new members for reporting?

      If you are wanting to export your new members information directly from ChapterBuilder so you can report them to your organization or campus, you can do so by following these steps: Navigating to your Leads List (click on the "Lead List" button on ...

    • ChapterBuilder - Analytics & Reports Overview

      ChapterBuilder offers a large amount of data and reports on how groups are using the platform, interacting with their leads, and the performance of their teammates. Each ChapterBuilder plan offers access to different reports. Here is a breakdown of ...

    • ChapterBuilder - Analytics & Reports Overview

      ChapterBuilder offers a large amount of data and reports on how groups are using the platform, interacting with their leads, and the performance of their teammates. Each ChapterBuilder plan offers access to different reports. Here is a breakdown of ...