Run a Report of All Members in a Particular Member Plan

Tutorial

To find all members on a particular member plan, the 'Advanced Member Report Builder' can be used to generate that data.

Run a Report of All Members in a Particular Member Plan

Advanced Member Report Builder

From the 'Member Reports' screen, click on 'Advanced Member Report Builder'

Choose 'Create a New Report' from the drop down menu and press

Fields

Under the 'Fields' section, choose the options from the drop down menus that should be displayed in the report.

Select Data for the Report Where

Under the 'Select Data for the Report Where' section, choose 'Member Plan' from the first drop down menu. Choose 'is' from the selector drop down menu and type in the number of the member plan in the third box. This will result in all members currently in that plan.

Other Selectors can be set as well. For example, in the optional fields, select 'and ' and the 'Status' is 'a' to only show active members of that member plan.

Run the Report

Press to run the report and save it so it can be run again in the future.

Or press to run the report just this one time.