The Membership Change Report provides you with a way to view and analyze membership type changes, as well as fee changes.
For example, if you have had a major marketing campaign to upgrade members to a higher membership level, you can generate this report based on the Membership Purchase Type and a specified change date range. You could also include Sales contact in your report, if you want to see which sales person was responsible for the upgrade.
The report may be filtered on the following standard criteria:
- Sales Contact
- Membership Purchase Type (New, Upgrade, Downgrade, Renewal, Adjustment, Re-activated)
- Membership Type
- Change Date Range
- Click Reports in the Navigation Panel
- Select Membership Change Report.
- Select your search filtering criteria.
- Click Run Report.
See the following for Common Report Functions: