Benefit Usage Report

The Benefit Usage Report provides a list of those members who have used benefits (and which benefits) over a selected date range.  You can filter it to a specific benefit item or category. This can be useful in analyzing which benefits your members use most.

1. Go to Setup.

2. Click Benefit Tracking in the Memberships section.

3. Click the Assignments tab.

4. Click Benefit Usage Report. 

   

5. Select the desired filters, especially picking the desired Date Range, which narrows the usage history to happening only within the date range you specify.

6. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options