How to run monthly metrics

[this post is a work in progress as of 11/21]

The monthly metrics are run as part of the State of the Organization Report (SOO).

Admin access to the primary site and the spreadsheet on the Ace goggle drive required.

Pulling Membership Numbers

Login to

Download the data as CSV’s using the following links:


Merge all the data into one spreadsheet before scrubbing

Remove all non-active accounts

Remove all accounts that are not in the date range

Remove all development accounts

Remove contractor accounts (cleaners, remote dev.s that don’t use the space)

Add Membership Count Data Column and populate


Soft Demographics


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