The Goal: Run the Memberships Will Be Auto-Dropped Report to see a list of all contacts that are scheduled to be dropped on a given day.
Before You Begin:
- You need permission to view reports.
- Best Practice: When you first enable Automatically Expires on your membership types, you may find many scheduled to drop that you do not wish to drop, or that you do not wish to send the automated email to. Review this report before enabling the Auto Expire Memberships setting.
Step-by-Step Instructions
- Select Reports in the left-hand rail.
- Search for and select the Memberships That Will Be Auto-Dropped report.
- Select the desired filtering criteria.
- Click Run Report.
Common Pitfalls
- Enabling Auto Expire before reviewing: Turning on Auto Expire Memberships without first running this report can drop members you intended to keep and trigger automated emails you did not want sent. Always review the report first.
Common Report Functions
See the following for more on working with reports: