1. Mouse over to the “Workspace”, mouse down to “Membership” and select “Memberships”.
2. Once there select "Actions."
3. Select “Print Membership Report”.
4. You'll then see a pop screen which will ask you what date from you want. You can click on the calendar icon to select the appropriate date.
5. Once you select the date, click on "Print" to produce the report.
6. This will create a PDF of the report that opens in a new tab. If for some reason it does not, you may have your pop-up blockers enabled which need to be turned off in order to view the report.
7. The report includes the following data:
- Counts for active memberships for each membership page and level
- New memberships Calendar Year to Date (CYTD)
- New memberships Fiscal Year to Date (FYTD)
- New memberships in the last 30 days, including the names of all the new members
- Membership renewals CYTD
- Membership renewals FYTD
- Overdue memberships CYTD
- Overdue memberships FYTD
- Overdue memberships Last 30 days
- Overdue memberships Last 30-60 days
- Overdue memberships Last 60-90 days
- Overdue memberships Last 90-120 days
- Overdue memberships Last 120-180 days
- Overdue memberships more than 180 days
- Lapsed renewals CYTD
- Lapsed renewals FYTD