Memberships

Membership reports show, for each membership which meets your criteria, the basic information about each membership. These are user-modifiable reports: you can use the report designer to change the layouts and information present in the report.

When to use this report

• Get a list of current memberships of specific kinds
• Find expiring members
• List associate members

Steps in this task

1. Click on the Memberships link from the Reports panel.

   

2. Set any membership filters: Membership types, Membership statuses, whether to report primary memberships, associate memberships or both.
3. Add any filters on the members themselves.
4. Choose your sort order.
5. Click Print to run the report.

Sample Membership list by type

Sample Membership list with associates

Sample Memberships list (expiring)