Memberships Dashboard and Reporting: Monitoring Enrollment Health and Agreements

Use the Memberships dashboard and reporting menus to monitor enrollment health, plan renewals, and export member data.

Dashboard

Memberships → Dashboard

The dashboard gives a quick operational snapshot:

Widget	Shows
Active Members by Program	Pivot chart of active enrollments grouped by program
Expiring Agreements	Active agreements approaching their end date
Active Enrollments	List of current enrollments

Click any widget title to drill into the full list or report.

Active Members

Memberships → Active Members

Filtered view of enrollments with status Active. Use this for daily operations:

Verify who is currently enrolled
Look up a student's program
Check agreement dates

Memberships → Reporting

By Program

Pivot report of enrollments grouped by program. Useful for:

Headcount per class
Revenue planning (when combined with tuition fields)
Capacity management

By Term Type

Pivot report grouped by agreement term type. Useful for:

Tracking how many members are on 12-month vs month-to-month terms
Renewal campaign targeting

Member Contacts

List of contacts who have at least one active enrollment. Useful for:

Exporting member directories
Cross-referencing with other systems
Finding missing email or phone numbers

Expiring Agreements

List of Active agreements with an end date approaching. Use this to:

Proactively contact families about renewal
Identify members entering month-to-month auto-renewal
Plan retention outreach

Tip: Add filters or group by end date month to build a renewal pipeline.

Agreements list filters

Memberships → Agreements

Use the search bar filters:

Filter	Shows
Draft	Agreements still being set up
Active	Live memberships
Complimentary	Free/comp memberships
Auto-renewed	Agreements past initial term, now month-to-month

Group by Term Type, Status, or Location (multi-company) for additional views.

Enrollments list filters

Memberships → Enrollments

Filter by status (Draft, Active, Inactive, Cancelled) and group by Program, Agreement, or Location.

Agreement chatter and activities

Every agreement has a chatter panel (messages and activities):

Log calls and notes about renewal conversations
Schedule follow-up activities for expiring members
Track internal communication about billing issues

Multi-location reporting

If your Odoo instance runs multiple school locations (companies):

Each agreement and enrollment is tied to a Location
Reports and lists respect the user's allowed companies
Switch company in the top bar to view another location's data

Programs can be shared across locations (no location set) or scoped to one company.

Exporting data

From any list view (Agreements, Enrollments, Member Contacts):

Select records (or leave unselected for all)
Click Action → Export
Choose fields and export format (Excel, CSV)

Common exports:

Active member roster with contact info
Expiring agreements for the next 30/60/90 days
Enrollment counts by program

Key metrics to watch

Metric	Where	Why it matters
Active enrollments per program	Dashboard pivot	Class capacity and staffing
Expiring agreements	Dashboard / Reporting	Renewal revenue
Draft agreements	Agreements filter	Incomplete enrollments in pipeline
Auto-renewed count	Agreements filter	Month-to-month retention base
Open invoices	Agreement → Invoices	Collection follow-up

Member Management with Odoo - agreement lifecycle and term types
Agreements & Enrollments - status definitions