Tutorial

Member Reports

Member Reports gives you access to a variety of reports concerning the members that belong to your membership site.

 

Click on each section to expand for more information.

Member Reports

1. Under 'Reports' choose 'Member Reports'

Under 'Reports' choose 'Member Reports'

 

Member Reports
2. The fields that can be found in the report

Running a member report will provide information on the following fields:

Member Number
Last Name
First Name
User Name
Email Address
Company
City
State
Member Plan
Last Login
Total Logins
Last Payment Amount
Join Date
Expire Date (also considered the Renewal Date for recurring member plans)

 

The regular report type lets you choose which type of member to run a report on from the drop down menu:

All Members - This report will show the above fields for all the members in the database

New Members - When choosing a 'Report Start Date' and 'Report End Date' this report will show the above fields for any new member who first subscribed furing the set time period.

Active Members - This report will result in the information about all members who are current and their status is 'active'. This means they have an active username and password that will allow them access to the members area of your site.

Renewing Members - When set along with the 'Report Start Date' and 'Report End Date' (set to FUTURE dates), this report will show which members on recurring plans will have their accounts renew during the set time period. 

Renewed Members - When set along with the 'Report Start Date' and 'Report End Date' (set to PAST dates), this report will show which members had renewed during that time period.

 

Member Reports
3. Set the Start and End date for a 'New Members' or 'Expired Members' report type.

Set the Start and End date for a 'New Members' or 'Expired Members' report type. For the 'New Members' report the results will include members whom have a start date that fits the start/end date criteria. For the 'Expired Members' report, the results will include members whom have an expiration date (next renewal date) that fits the start/end date criteria.

 

Member Reports
4. In the 'Sort By' field, select an option from the drop down menu to arrange the order of the report results.

In the 'Sort By' field, select an option from the drop down menu to arrange the order of the report results.

5. Choose the 'Report' format from the drop down menu and press the 'Display Report' button:

Choose the 'Report' format from the drop down menu and press the 'Display Report' button.


To download the report, choose CSV File. Otherwise these are screenshots of the the output for the other options:

 

Report:

Member Reports

 

 

Labels:

Member Reports

 

 

Unformatted Screen Display:

Status Report

 

 


Advanced Member Report Builder

 

Sometimes it is necessary to create a custom report with specific fields or from a specific query.

 

Click on each section to expand for more information.

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

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

 

2. Choose 'Create a Report' from the drop down menu and click the 'View Report' button

Choose 'Create a Report' from the drop down menu and click the 'View Report' button

3. Update the fields to run the report that meet your criteria.

Update the fields to run the report that meet your criteria.

Edit Screen

 

Example Report