Platform: Enolytics DTC
Summary:
What it shows: A comprehensive list of everyone who joined your wine club during a specific time period, complete with their personal details, signup dates, and membership information. This ready-made report gives you all the essential details about new club members without any setup required.
Who should use it:
• Club managers tracking new member acquisition and onboarding
• Sales teams monitoring performance and managing customer relationships
When to use it:
• After marketing campaigns to see which prospects converted to club members
• During monthly or quarterly reviews to analyze club growth patterns
• When you need to follow up with recent signups or assign them to sales associates
Questions this report answers:
• "How do I get a list of everyone who signed up for our wine club this month?"
• "Can I see which sales associate is responsible for each new club member?"
• "Where can I find the signup dates and contact info for our recent club joins?"
• "How do I pull a report showing all new wine club memberships with their current status?"
• "Can I export a list of club signups to follow up with new members?"
Tip: Use the date picker to focus on your desired time period — the report will automatically show signups within that range. The "Is Switch" column tells you if someone switched from one club tier to another rather than being a brand new member.
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: Club Reports
Click Club Signups with Details in Period
Quick Stats:
0 filter(s) applied
9 dimension(s) displayed
1 measure(s) displayed
Report Page: Build Beyond Limits | Advanced Reporting
⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.
Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Complete list of new wine club members who signed up in a specific time period with personal details, signup dates, and membership info.
Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
Dimensions:
Club Membership Status — The current membership status. This will likely be one of the following statuses: Active, On Hold, or Cancelled.
Signed Up Date — Member Sign Up Date
Cancelled Date — Date the membership was cancelled on
Customer Number — The outbound facing unique identifier. This can be different depending on the CRM. WD and VST use a customer_number (that is what prompted the naming), Commerce7's unique identifier is the email address.
First Name — Contact first name as defined in the contacts table
Last 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.
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.
Sales Associate — The sales associate responsible for the membership sign up or the sale
Is Switch — Indicates whether the club record was part of a switch, meaning a club member cancelled a club and signed up for a new one within a 3 day date range.
Measures:
ℹ️ Additional Details
Bookmark ID:
270c31e2-4891-490b-836e-8d6c7c27d569