Platform: Enolytics DTC
Summary:
What it shows: A comprehensive member directory that displays every club member's essential details in one view. This ready-made report gives you each member's full contact information, which winery they're associated with, their current membership status (Active, On Hold, or Cancelled), specific club program, signup date, and when they last cancelled (if applicable). No filters or setup needed — just open and explore your complete membership roster.
Who should use it:
• Winery operations managers and club coordinators
• Customer service teams handling member inquiries
• Data migration specialists verifying member records
When to use it:
• During system migrations to audit and verify all member data transferred correctly
• When you need a master list of all club members across different programs
• For member service requests where you need complete membership history at a glance
Questions this report answers:
• "How do I get a complete list of all our club members with their signup dates?"
• "Where can I see which members are on hold versus cancelled?"
• "Can I pull a report showing all members across our different club programs?"
• "How do I find when someone first joined and their cancellation history?"
• "Where can I get a master member directory for our data migration?"
Tip: Use the Club Name column to quickly filter and focus on specific membership programs, or sort by Initial Signed Up Date to see your newest or longest-standing members first.
Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.
📂 How to Access This Report
This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.
To open it:
Click the Bookmarks icon in the left sidebar
Look under Public Bookmarks
Open the folder: Data Migrations
Click Club Comparisons
Quick Stats:
0 filter(s) applied
6 dimension(s) displayed
0 measure(s) displayed
Report Page: Build Beyond Limits | Advanced Reporting
Filter Behavior: When you select this bookmark, your existing filters will remain intact and will not be overwritten.
📝 Original Description
Club member directory showing contact details, winery associations, and membership status (Active, On Hold, Cancelled) in one view.
Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
Dimensions:
Full Name — The contatenation of the first name and the last name as defined in the contacts table.
Winery Name — the name of the winery (defined by when Enolytics onboards the winery )
Club Membership Status — The current membership status. This will likely be one of the following statuses: Active, On Hold, or Cancelled.
Club Name — The name of the actual club as specified in the respective CRM. (eg. 3 Bottle Pinot Noir Club). A customer can belong to multiple clubs at once but the club itself can only exist once within the winery data.
Initial Signed Up Date — Timezone adjusted date for initial_signed_up_at
Last Cancelled Date — If the contact is no longer a club member, what is the last cancelled date for any membership
ℹ️ Additional Details
Bookmark ID:
4e7f2cca-8ca9-4d67-b399-22ea2001ebce