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Membership Report

Updated

The Membership Report provides detail information regarding memberships. It can be filtered by membership type(s), membership status(es), membership category(ies), chapter(s), membership start month, renewal month and/or good/service item(s). You can filter this report to a specific membership type and membership status, or by custom filter criteria. For example, if you want to generate a list of members renewing in a specific month, you can select Renewal Month as Criteria/Filters.

 

  1. Click Reports in the Navigation Panel
  2. Select Membership Report.

  3. Select your search filtering criteria.
  4. Add additional Criteria/Filters - optional.
  5. Select desired display options. The system is setup with default display options. Click the drop down arrow on Fields to Display to add or removed display options.
  6. Select Summarize By. This is an optional setting that will allow you to group the results of your report. For example, if you wish to group the report by membership, you would select Membership.
  7. Click Run Report.

 

 

The report shown above is filtered on all memberships, renewing in February. The report is summarized by membership type.

 

See the following for Common Report Functions: