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Renewal Membership Report

Updated
The Goal: Generate a list of all members with the renewal month attached to each membership, so you can see who renews when.

Before You Begin:

  • You need permission to run reports.
  • You can narrow the results to one or more renewal months, or run the report across every month.

Step-by-Step Instructions

  1. Go to Reports, click All Reports.
  2. Click Renewal Membership Report. Type part of the name into the search box if the list is long.
    All Reports page filtered to Renewal Membership, with the Renewal Membership Report link boxed in red
  3. Select your search filtering criteria. The report offers Membership Type, Membership Category, Select Renewal Month and Chapter, plus any further conditions you add under Additional Criteria / Filters.
  4. Under Display Options, add or remove columns in Fields to Display, and set Summarize By if you want the results grouped.
  5. Click the Run Report button. The results list each contact with their membership, membership start date, activation type, status and renewal month.
    Renewal Membership Report results grid showing Contact Name, Default Email, Default Phone, Membership, Membership Start Date, Membership Activation Type, Membership Status and…

Common Report Functions

Common Pitfalls

  • Forgetting to run the report: Changing a filter does not refresh the results. Click the Run Report button again after every change.
  • Reading only the first page: The results are paged. Use the paging controls above the grid, or export the report, before you treat the list as complete.

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