Active Members Report
This article is an overview of the Active Members Report. This report will display all Active Members at the time that the report is run. Additionally, there is a filter to run this report for Prospects.
1. Accessing Your Report
Navigate to Reports > Members > Active Members > Members > Run Report tab.
To run the Prospects report, select the Prospects tab > Run Report. The web page report will then populate below, displaying your Active Members.
2. Understanding Your Report
User ID - client's user ID
First / Last Name - client's first and last name
Referral Type - referral type assigned to the profile
Membership Type- client's Membership Type (not included in Prospects report)
Member Since - date that the client became a member (not included in Prospects report)
Phone - client's phone number
Cell Phone - client's cell phone number
Email - client's email address
Address - client's address
City - client's city
State - state that the client lives in
Zip - client's zip code
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
TIP: You can calculate the total number of days a user has been a member up to today using a formula in Excel. Insert a column after the Member Since column.
Use Formula =Days("X/X/2020", F3). Copy and paste the formula down the list.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports
- Reporting - Can access Members: Active Members
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