INTRODUCTION
Feature Summary: Generate a list of membership type activity.
Use Cases: System users can generate a list of records that show when a membership type was applied, canceled, or expired. Applied means a membership type was added to a user account. Applied usually means purchased by a member, though other means are possible (e.g. an admin assigned a membership type to the member). It is possible to see the same member's name multiple times on a list if a member purchased a membership type, let it lapse, and then purchased the same type later.
Module 6 is an seventeen-part quick-start guide highlighting the key steps admins should complete when running reports. This article is Part 3.
Part 3: Generate a Membership Report
SETUP REQUIREMENTS
Go to the side menu and click REPORTS > MEMBERSHIP. Enable any combination of filters on the next page to narrow the data set. For example, system users could generate a report for one membership type.
Scroll down to the Setup Report Output heading. The table shows all possible columns that could be included in the report (based on the enabled filters). Check or uncheck boxes to add or exclude report columns.
Viewing the report
Click the Run Report button (at the top or bottom of the page). A new tab opens with the report in a table format. Click a button to export the report (.xlsx or PDF).
To filter table data, click the filter icon, select an operator (e.g. is equal to), and enter a value. To change the sort order, go to a column heading and change the direction of the arrow.
Saving a report
Click the Save Report button to keep the report on the platform. Enter a report name and select a Visibility option. Check the box to make it available publicly. If unchecked, only the user who created the report can see the report.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of Module 6's video that covers the information in this article.
Watch the entire Module 6 video to learn about Reporting.