Members Joined Report

Introduction

This report shows members that joined a) within the date range specified and b) who are under a specific membership levels. It can include members that joined, but do not have a membership level.

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Running the Report

  1. Click on the Reports menu and Run a Report.
  2. Click to expand the Member Reports.

  1. Click on Members Joined.

This will open a window where you define parameters for the report.

After you click OK to run the report, you can refresh the report page at any time to go back to the parameters window, and make changes.

At the top of the report, be sure to look at the paging controls (see screenshot below). If the button on the right (next page) is available then there is more data.

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Parameters

After you define these parameters, scroll to the bottom, and click OK to go into the report.

Enter ViewFormat: This allows you to render the report in the standard Print View for printing or exporting or in a special Export View that is optimized for exporting.

The Export View is NOT readable from the browser, but readable in Excel.

  • The Print View, which is the standard view for all reports, renders the data in a readable format from the browser. It includes (Print) and (Export) options in the top left corner.
  • The Export View also includes (Print) and (Export) options in the top left corner, but this view is specifically meant to be used with the Export option > Excel formats.

For Export View, choose "Microsoft Excel (1997-2003) Data-Only" as the File Format.

Enter Beginning of Date Range and Enter End of Date Range: This date range determines what period of time should be reflected in the report. Profiles will appear if they joined within this date range.

Under "Available Values," click on a membership level and then click the right arrow to add it to the list of "Selected Values." You must select at least one level.

  • If you click the double arrows then you are adding everything.

In the example above, if you wanted to quickly select: Basic Member and Subsidiary Member, hold the Ctrl key, click each item, and then click the right arrow to add both of them.

  • To remove a membership level, under the Selected Values, select the level, and click Remove, or to remove all, click Remove All.

Would you like to include members that are not assigned a Membership Level: If you change this to Yes, it will include members that joined, but who were not assigned to a membership level.

If you choose Yes, you still must add at least one membership level to the list of Selected Values.

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Breakdown of Report

This report is based on the member's drop date. It will show members that dropped within the specified date range and from the specified membership level (Parameters). There is also a parameter to include profiles that dropped and did not have a membership level assigned.

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Sections

After the report pulls a list of profiles that dropped in the specified date range, it displays them within a section for membership level, and then breaks it down by the month and year of the drop.

In the example below, we see a section for Basic Member, and within that section, October 2020. This contains everyone who dropped from the Basic Member level in October 2020. Then we December 2020. This contains everyone who dropped from the Basic Member level in December 2020.

On the left side, you can click on a membership level to jump to that section. This list will only include the membership levels reflected in the report.

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Columns

In each section of the report, there are three columns.

First column:

  • Member's Name
  • Member's Profile ID
  • Member's Address1
  • Member's City, State, and Zip
  • Member's Phone Number
  • Member's Email Address
  • Member's Web Address

Second column:

  • Member's Annual Dues

This calculation is based on the profile's billing record.

  • Member's Sold By User
  • Member's Main Contact Name
  • Member's Main Contact Phone Number
  • Member's Main Contact Email Address
  • Member's Primary Listing Category

Third column:

  • The Join Date

At the bottom of each section is the total number of members that joined during that month.

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Exporting

In the top left corner is a button to print which allows you to export this report to PDF.

Once exported to PDF, you can view and print the PDF.

If you chose the Export View (Parameters) then do NOT use this option because it will print an unreadable report. Instead use the Export option which is detailed below.

Also in the top left corner is a button to export to other formats.

The other available formats include:

  • Crystal Reports (RPT)
  • PDF
  • Microsoft Excel
  • Microsoft Word
  • Rich Text Format
  • Character Separated Values (CSV)
  • XML

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