INTRODUCTION
Feature Summary: Generate a list of members on waitlists for different membership types.
Use Cases: System users can track waitlist activity by type for a given period (e.g. how many people joined the Pickleball Team membership waitlist last month).
Module 6 is an seventeen-part quick-start guide highlighting the key steps admins should complete when running reports. This article is Part 5.
Part 5: Generate a Membership Waitlisting Report
PREREQUISITES
This report option is available only if the organization enabled the Membership Waitlist add-on.
SETUP REQUIREMENTS
Go to the side menu and click REPORTS > MEMBERSHIP WAITLIST. On the next page, set report filters.
Manually set the waitlist start and end dates or click the field to select a pre-built period (e.g. Current Year).
Optionally, use the fields to select membership type or assignment types.
Set the Status filter (e.g. accepted, declined, expired, etc.) or use the default ALL.
Use the checkboxes to include (or exclude) specific values in the report.
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.
Private means only the user who created the report can see the report.
Shared means users with report access can view this document.
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.