Apr 25, 2024
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The Historical Membership List Report provides a way to view memberships as of a date in the past. The Membership report only provides a listing of current members. This report will help you to compare membership year over year to better understand your overall membership retention.
- Click Reports in the left-hand navigation panel.
- Choose Historical Membership Report.
- Enter the Target Date Range. For example, if you wish to see your membership as of 12/31/2023 enter that as the target date.
- Add any additional filtering criteria you wish.
- Click Run.
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
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