Top Five Reports

Posted by Wes Trochlil on May 14th, 2007 with 1 Comment

A vendor asked me the following: "What are the top 5 most useful or most valuable reports that you've seen from an AMS?"

My response:

I think the top five will vary based on three things: type of membership (trade vs. professional vs. hybrid); largest source of non-dues revenue (e.g., events, certification, products, fundraising, other); and what is politically important (e.g., committee participation, speaking/presenting, PAC).

But in general, I would suggest these:

1. Membership count by membership type, including dollars per category
2. Invoicing (i.e., ability to print one or a group of invoices from the system without having to format or merge)
3. Aged receivables (30-60-90 days old)
4. Event attendance count broken out by registrant type, with revenue
5. Event attendance by last name

What do you think? What's your single most important report from your AMS?

One Comment

1. Bob Nedbal says:

   July 28, 2007 at 10:18 am

   If the non-profit has a strong publishing program, I would add a paid subscriptions report (non-comp’d subs) by category (i.e. member, institution) with revenue.

   Reply