INTRODUCTION
Feature Summary: Generate a list of organization members.
Use Cases:
Generate a segmented list of members using filters such as membership type, status, payment profile, and more
Send targeted messages to members on the list, such as a reminder that accounts must be settled by July 1
Create a member group from the report results
SETUP REQUIREMENTS
Go to the side menu and click REPORTS > MEMBERS. On the next page, set the report filters. Here are some different filters that can be used on the Members Report:
Current Membership Status: You can filter to show either Active, Inactive, or Suspended players.
Membership Types: You can filter based on a particular membership type, or leave this field to 'ALL' to include everyone.
Upcoming Membership Status: You can filter to show members that do, or do not, have upcoming memberships
Upcoming Membership Types: You can filter based on a particular members with upcoming memberships, or leave this field to 'ALL' to include everyone.
Payment Profile Status: You can filter by whether or not someone has a Payment Profile created.
Gender: You can filter by Male or Female gender
Family Role: You can filter based on a particular family role (ex. Primary or Children).
If we keep scrolling, we will see the other options here such as:
Amount Due: You can use this filter to look for individual with outstanding balances/balances over a certain amount.
Account Credit: Filter by account credit dollar amount range.
Penalty Cancellations: You can filter players based on how many Penalty Cancellations they have on their account.
Filter By Groups: You can filter players based on the Member Groups that are included in.
Last Login Date To/From: You can customize these dates to see who has not logged in in over X days.
Created Date From/To: When was this user created in the system.
Payment Profile Created From/To: Use this to see who created payment profiles from X to X date.
Next Payment Date From/To: Use this to see who has payment dates from X to X date.
First Visit Date From/To: A First Visit is the first time a member had a reservation or registered for an event.
Reservation/Event Start Date/Time: Use this to filter members based on reservation/event times.
Current Membership Start Date (From / To): Filters players based on the start date of their current membership within the selected date range.
Cancellation Date (From / To): Filters players based on the cancellation date of their current membership within the selected date range.
Custom Ratings: Filter to show members in specific Custom Rating values.
Event Session: Filter members based on specific event sessions.
Reservation Types: Use this to filter players by Reservation Type.
Lesson Types: Filter members based on the type of lessons.
Event Category: Use this to filter players by Event Category.
Search for Events: Use this to search for members for a specific Event.
Tags: Filter players based on Event Tags.
Attended From/To: Use this to filter player Attendance (check-in) at the club from X date to X date.
# of Days Attended: Filter players by the total number of days they have checked in or attended the club within the selected criteria.
Filter by Recurring Fees: Here you can choose to filter by 'Has' or 'Has Not' to see players that do or do not have Recurring Fees.
Ages From/To: Filter players based on their age within the specified age range.
Marketing Text Status: Filter players based on their marketing text message subscription status (All, Subscribed, Unsubscribed, or Pending).
System Text Alert Status: Filter players based on their system text alert subscription status (All, Subscribed, Unsubscribed, or Pending).
Push Notification Status: Filter players based on their push notification subscription status (All, Subscribed, or Unsubscribed).
Setup Report Output
After customizing the information above, review the Setup Report Output fields below. If certain information is not needed for this particular report, simply uncheck the corresponding box(es). Once the customization of these rows is complete, run the report.
Note: Any custom fields or ratings created that should be included in this report will appear at the very bottom of the Setup Report Output list (e.g., Emergency Contact #1, Tennis).
Useful Functions from the Members Report Output
Once the report is run, system users can take action on the results using the available options, including Export to Excel, Export to PDF, Email Players, Text Players, Push Notifications, and Create New Member Group.
Note: Text and Push Notification options are only available if those features are enabled.
The Members Report output can be filtered directly on the grid. After the report is generated, filter the results by any visible column, such as rating, gender, membership type, or custom fields, to narrow the results down to a specific group of players.
Selecting Email Players, for example, opens the Email Players screen pre-populated with the list of members included in the report. If the report output has been filtered, only the filtered members are included. The Text Players and Push Notification options apply this same logic, sending only to the filtered results. This makes it possible to contact a specific group of players without first creating a separate member group.
Create a Member Group from Report Results
Turn any Members Report result into a member group in one click, without adding members one by one.
Run the Members Report with the filters you need.
Optionally, filter the report output by any column to narrow the list. Only members remaining after filtering are added to the group. All filtered members are included, not just the members on the current page.
Click Create New Member Group.
CourtReserve immediately saves the members as a new static group named Members Report () and opens it on the Edit Group screen in a new tab.
Update the Name and Navigation Name fields to something descriptive.Adjust any other group settings, then click Save.
Note: The group is saved as soon as you click Create New Member Group. If you close the Edit Group screen without saving, the group and its members are kept, and only your unsaved changes are lost. Each click creates a separate group, so check your member groups list for extra Members Report groups.
How Report Groups Work
Static snapshot: The group includes only the members in the report at the moment you created it. It doesn’t update when new members match the same filters. To include new members, click Add To Group next to their name in the Select Members You Want To Add To list, create a new group from an updated report, or change the Group Type to Dynamic and set filters.
New groups only: This option always creates a new group. To add report members to an existing group, add them on that group’s Edit Group screen.
No row selection: You can’t select individual rows in the report. Filter the report output first, or click Remove next to a member’s name in the Group Members list after the group is created.
Button availability: Create New Member Group only appears when the report returns results.
Once saved, use the group to:
Send emails, text messages, and push notifications to its members
Restrict reservations and events to its members
Filter future Members Reports with the Filter By Groups filter
Display it on the member portal and mobile app
Frequently Asked Questions
Why didn’t new members get added to my report group?
Groups created from the Members Report are static. They don’t update automatically. Click Add To Group next to new members on the Edit Group screen, or change the Group Type to Dynamic.
Why do I have several groups named “Members Report”?
Each click of Create New Member Group saves a new group immediately, even if you leave without saving on the Edit Group screen. Rename the group you want to keep and remove any extras.
Can I add report results to a group that already exists?
No. This option always creates a new group. Add members to an existing group from that group’s Edit Group screen.
