Office - Interactive Reports - Membership - Member Group Audit-Member List

Owned by Benjamin Hacker
Last updated: Sept 29, 2023
3 min read

Table of Contents

Overview

  • In this guide we will cover the Member Group Audit, Member Group Count, and Member List Reports. You will learn how to run each report and will see an example of the data that each report will produce.

Required Permissions

  • Interactive Report

  • Membership

Accessing the Tool

Interactive Reports gives you the ability to filter, sort, and group the data using criteria. The available criteria are specific to the information the report contains. The report functions give you the ability to customize date settings, save criteria settings, delete saved reports, and schedule an email delivery. In this section you will learn how to use the criteria and report functionality.

  1. Click on the Interactive Reports Icon from the left menu bar. 

  2. On the Report Overview page, there is a list of reporting categories to choose from, or the User can search for a topic in the top search bar. It is best to keep the topic as broad as possible. If the club wants to see POS sales search for sale.

Member Group Audit

This report will display the changes made to member groups.  You can run the report for a specific date range and the report will display the Update day and time, the Member Name, the Member Type, Removed From and Added to.

To run Member Group Audit, select the report from the Membership Dropdown,

  1. Set the Date Range.

  2. Choose the Member Type/s to report on.

  3. Select the Member Group/s.

  4. Set the Detail Level.

  5. Choose the Member Statuses.

  6. Set how to Group By.

  7. Select View Report.

In this example we ran the report for one month grouped by Member Type with a detail level of Item so that the report runs fully expanded. We see the Update Date, Member Name, Member Type, Removed From, and Added To.

Member Group Count

Displays the total number of Members in a group with a drill down to see each member in the groups. Can filter by Member group, member status, and member type.

To run Member Group Count, select the report from the Membership Dropdown,

  1. Select the Member Group/s.

  2. Set the Detail Level.

  3. Choose the Member Statuses.

  4. Choose the Member Type/s.

  5. Select View Report.

In this example we ran the report with a detail level of Member Group so that all we are seeing is the Member Group and it’s count. If expanded, we see the members in that group as well.

Member List

A complete list of all Members and their associated groups with the ability to filter by Member Group, Member Type, and Member Status. Can search for a specific member.  Can select a name format. Option to Exclude Guest member. 

To run Member List, select the report from the Membership Dropdown,

  1. Choose the Member Group/s.

  2. If running for certain member/s, select the Member.

  3. Choose the Member Type/s.

  4. Set the Detail Level.

  5. Choose the Member Status.

  6. Set the Name Format.

  7. Select View Report.

In this example we ran the report with a detail level of Member Group so that the report is fully expanded. We see the Member Number, Member Name, Member Type, and Member Member Group.

Best Practices

FAQs

 

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