The Goal: Understand how Membership Type Levels appear in your membership and contact reports so you can report on and sort by Level.
Before You Begin:
- You need permission to run reports.
- Your Membership Types should already be configured with Levels so that Level data is available to report on.
Step-by-Step Instructions
- Membership reports include the Membership Type Name and Membership Level (and Chapter selection if applicable) in the output in the Membership column.
- An additional field called Levels can be added to any membership report so you can sort by Levels.
- For the full report walkthrough, see Membership Report.
- The Contact Report includes the Membership Name (Type + Level + Chapter) as the default when viewing the Membership Type results. See Contacts Report.
Common Pitfalls
- Forgetting to add the Levels field: The Levels field is not on every report by default. If you need to sort or group by Level, add the Levels field to your membership report before running it.