Business Analysis: Pause analysis

The Pause Analysis function is found within the Business Analysis section of Reporting from the main navigational menu.

By default, the Pause Analysis function shows current pauses for recurring (non-trial) memberships.

You may change the Scope to view forthcoming recurring membership pauses, or review pauses by month for the past 12 months.

Level-up Tip

Clicking the icon in the top-left of the table will align the table with the top of your browser viewport, making scrolling the data rows easy.

Data filters

Filters are provided for:

• Mentor
• Venue

Actions

Clicking a member’s name opens their member record. Clicking on the icon alongside their name opens the member record in a new browser tab.

Actions are provided for:

• View the member record
• Send the member an email. Hovering over the icon shows the member’s email address.
• Sends the member an SMS message. Hovering over the icon shows the member’s mobile number.
• Log or schedule a call with the member.
• View the touch point history for the member.

Data columns

The data columns are automatically calculated and are always up to date when the table is displayed.

Many columns feature a symbol in the top-right corner of the column heading. Hovering over this triangle will provide more details as to how the value in a given column is calculated and where the data comes from. Very often, this will answer questions you may have about how a cell value is calculated.

The data columns comprise:

• Preferred venue
  The current, preferred venue assigned to the member.
• Assigned mentor
  The current mentor assigned to the member.
• Pause Details
  • Start
  • End
  • Reason
  • Membership type
• Returned
• Cancelled
• Latest Touch Points
  • Latest automated
    The latest automated touch point recorded against the member record.
  • Latest manual
    The latest manual touch point recorded against the member record.
  • Last check-in
    The latest check-in, derived from the latest call logged/DropSlot consultation of the check-in category type recorded prior to this point.
• Session Attendance (Post Pause)
  • Last session
    The most recent (post-pause) session marked as attended for this member.
  • Next session
    The next scheduled (post-pause) session for this member.