The Goal: Run the Benefit Usage Report to see which members have used benefits — and which specific benefits — over a date range you choose, so you can analyze which benefits your members use most.
Before You Begin:
- You need staff access to the Benefits area under the Memberships rail.
- Decide on the date range you want to report on; the report only includes benefit usage that occurred within the range you specify.
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.
Step-by-Step Instructions
- Go to Memberships, click Benefits.
- Click Assignments in the Benefits section.
- Click Benefit Usage Report.
[INSERT SCREENSHOT: Cropped image with an arrow or box highlighting the Benefit Usage Report link] - Select the desired filters, especially picking the desired Date Range, which narrows the usage history to happening only within the date range you specify.
- 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
Common Pitfalls
- Forgetting to set the Date Range: The report only reflects benefit usage that occurred within the date range you select. Leaving the range too narrow (or unset) makes it look like members aren’t using benefits when they actually are.