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.
Microlearning Overview
Report Configuration
Generate the Membership Report with the following filters:
- Member 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
- Click Run Report.
Common Pitfalls
- Not saving the report: TIP — once configured, save it as a new report. You'll only need to update the Next Bill Date range each time you run it before upcoming billing.