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View Membership Activity

Updated
The Goal: View and analyze membership changes across your association, or review the membership activity of a single contact.

Before You Begin:

  • Staff access to Reports to run the Membership Change Report.
  • The contact record you want to review, if you are looking at an individual member's activity.

Step-by-Step Instructions

There are two ways to view membership activity: across all members using a report, or for a single contact from their record.

View all membership changes (report)

  1. Select Reports in the left-hand rail, then click All Reports.

  2. Search for and run the Membership Change Report to view and analyze all membership changes across your association. See Membership Change Report for further information.

    Membership Change Report criteria and results, with the report grid listing each membership change

View activity for a single contact

  1. Open the contact record. It opens on the Overview tab.

  2. Click into the contact's membership in the Memberships section of the right-hand column to open Membership Details, then review the Membership Activity section.

    Membership Details window with the Membership Activity section boxed, listing activity type, last invoice, balance, start date and expiration date

Common Pitfalls

  • Looking in the wrong place for member-level history: Association-wide trends come from the Membership Change Report, while a single member's history lives in Membership Details on that contact's Overview tab — don't expect one to show the other.

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