Report Features


 

View Expired Memberships Report

 

Overview

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

  1. Navigate to Reports
    Reports.png
  2. Search for and select Membership Report
    SearchSelect_MembershipReport.png
  3. To find your expired memberships, open Filters and input dates for Expires After and Expires Before
    Expires_Before_After.png
  4. Apply other filters and fields, if needed
    Other_Filters.png
    • From/To: Information within a specific timeframe
    • Filters: Apply other Membership, User, and Activity Filters
    • Fields: Apply User, Communication, Transaction, Activity, Membership, Prompt, Wavier, User Flag Fields
  5. Click Refresh
    Refresh.png
  6. View your Membership Report for Expired Memberships
    View_Membership_Report.png
  7. If needed, choose an export option
    • Print Report: Click to print your report through your local printer
      Print_Report.png
    • Export Report:
      Export_Report.png
      • Normal Export: Includes sections and tallies
      • Raw Export: Includes all data without sections and tallies
    • Email Report: Email reports
      email.png
    • Schedule Report: Automate reports on a schedule
      schedule.png
    • Save Report: 
      save_report.png
      • Report Title: Add a report title for your custom report
      • Who Can See It?: Choose Me Only (private) or All Staff (public)
      • Description: Add a brief description
      • Current Location: Click to add the current location
    • Communicate: Send a mass email
      communicate.png



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