Membership report can be used to generate a full list of members and their membership status. This article demonstrate the steps to generate a full list of members who are currently '
Active" and are registered for package options that are created as "
Specific date".
Note: Membership type is selected at Step 1 of package option setup process. See below screenshot as an example:
Below are the instructions to run this report after
log in Membership Manager:
- Check Membership membership term date range:
- From program home page, locate the desire package name > Click View package options
- Under Package options, locate the desired package option and its membership dates
- Example: See screenshot below
- Run Membership Report:
- Open Reports tab
- Select report type Membership
- Select Membership Status, Program, Package, Package option to generate report for
- Under Current term date, select start and end dates according to package option configuration (dates obtained in Step 1 above)
- Click Request report
- Click Refresh
- Click Download next to the new report once available