This article will show you how to use the Membership Report to find Expired Memberships within your CivicRec system. You will use the Expires After and Expires Before filters on the report.
Instructions
- Navigate to the Reports tab
- Select Membership Reports > Membership Report
- To find your expired memberships, open Filters and input dates for Expires After and Expires Before
- Apply other filters and fields, if needed
- From/To: Information within a specific timeframe
- Filters: Apply any desired filters
- Fields: Include any desired fields on the report
- Click Refresh
- View your Membership Report for expired memberships
- If needed, choose an export option
- Print Report: Click to print your report through your local printer
- Export Report
- Normal Export: Includes sections and tallies
- Raw Export: Includes all data without sections and tallies
- Email Report: Email reports
- Schedule Report: Automate reports on a schedule
- Save Report: Save custom reports
- Communicate: Send a mass email
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