Feature Requests

We'd like to be able to access previous monthly reports. Archive Automated Monthly Reports

We'd like to be able to access past automated monthly reports. This come in handy for board meetings

Ability to create "Join It Templates". So, that I can share with other organizations to have my exact setup up.

Make Previous Monthly Reports Available for download. Currently we can only resend the current monthly report.

Example: I would like to run a report showing who (and how many) people became Lifetime members since September. The only information in Join It is the date the person originally became a member. (Some folks go back decades as members, but only recently became lifetime members.)

Currently, Payment Reports include invoices but don't indicate whether an invoice has been paid. This makes it difficult to accurately report on payment metrics, since admins have to open each record to confirm its payment status.

Our Organization would benefit from the ability to download a report that shows which members downloaded Digital Membership Cards.

Add an option to payment reports that includes all members associated with a group membership payment, not just the primary member who made the payment. This would make it easier for organizations to reconcile payments and see exactly which members were covered by each transaction.

As an organization, we would like the ability to generate customized reports and to automate and schedule their delivery so they are pushed to us rather than manually retrieved.

An automated daily sales summary that shows sign-ups from the previous day, broken down by membership type and including the revenue associated with each. This would make it much easier to track daily performance at a glance. I