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View Report of Active Members Missing Billing Contact and Billing Email

Updated
The Goal: Generate a Membership Report to identify active members who are missing a billing contact or billing email address before running upcoming billing.

Before You Begin:

  • Run this report before every upcoming billing cycle to ensure all renewal invoices can be delivered.
  • Once you have the report configured, save it as a new report. You will only need to update the Next Bill Date range each time you run it.

Step-by-Step Instructions

  1. Go to Reports, click All Reports and open the Membership Report.
  2. Set the report criteria as follows:
    • Membership Status: Active
    • Next Bill Date: Enter the range for the invoices you wish to generate AND Membership Billing Contact Is Empty
      — OR —
      Next Bill Date: Enter the range AND Membership Billing Contact Email Is Empty
    • Fields to Display (minimum): Contact Name; Membership Billing Contact; Membership Billing Email; Next Bill Date
  3. Click Run Report.
    Membership Report criteria screen with Membership Status set to Active and a Membership Billing Contact Name / Is Empty filter under Additional Criteria / Filters boxed, with RUN REPORT visible
  4. Review the returned list and add the missing billing contact or billing email to each member before you run upcoming billing.

Common Pitfalls

  • Not saving the report: Rebuilding the criteria from scratch every cycle wastes time and invites mistakes. Save the configured report once, then just update the Next Bill Date range on each run.

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