Corporate Membership Reports

Corporate Membership Reports

To download Corporate Membership data there are a variety of reports and graphs within the Corporate Membership module available.
To pull Corporate Membership Financial data, use the Overall Financial Reporting section to reconcile Corporate Membership payments.

How to find / download / email all current Corporate Members?

  1. Click Dashboard
  2. Click Corporate Membership in the left-side menu
  3. In the horizontal menu, click Email/Download

  4. Click the Corporate Members tab

  5. Click Go for Current Members

  6. Select a Member Type
  7. Enter a Member Valid as of Date in MM/DD/YYYY format or click the Calendar icon to select a date
  8. Choose the type of Company Contacts: Primary Contact, All Admins or All Company Staff

  9. Click the Advance button
  10. Click the Download/Email button
    1. To download, click the Download Excel button, select if you want only the Company Data or include the Company Staff data, select the fields to include in the download file or click Check All and scroll down and click Download Report
    2. To email, click Send Email button, Compose the message and Send

How to find / download / email all expired Corporate Members?

  1. Click Dashboard
  2. Click Corporate Membership in the left-side menu
  3. In the horizontal menu, click Email/Download

  4. Click the Corporate Members tab

  5. Click Go for Expired Members

  6. Select a Member Type
  7. Enter a Member Valid as of Date in MM/DD/YYYY format or click the Calendar icon to select a date
  8. Choose the type of Company Contacts: Primary Contact, All Admins or All Company Staff

  9. Click the Advance button
  10. Click the Download/Email button
    1. To download, click the Download Excel button, select if you want only the Company Data or include the Company Staff data, select the fields to include in the download file or click Check All and scroll down and click Download Report
    2. To email, click Send Email button, Compose the message and Send
      TIP: You may want in include the hotkey [corporate_membership_store_login] in your email message, this will provide the user with a direct link to the corporate member renewal store.

How to find / download / email all renewing Corporate Members?

  1. Click Dashboard
  2. Click Corporate Membership in the left-side menu
  3. In the horizontal menu, click Email/Download

  4. Click the Corporate Members tab

  5. Click Go for Renewed Members
  6. Select Member type group(s)
  7. Enter a Start and End date for the membership range
  8. Select Company Contact(s)
  9. Click the Advance button
  10. Click the Download/Email button
    1. To download, click the Download Excel button, select if you want only the Company Data or include the Company Staff data, select the fields to include in the download file or click Check All and scroll down and click Download Report
    2. To email, click Send Email button, Compose the message and Send

How to download Corporate Members' financials?

There are several different ways to pull financial-related data to Corporate Memberships.

  1. Click Dashboard
  2. Click Corporate Membership in the left-side menu
  3. Located on the right-side of the overview screen, under Quick Reports the following reports are available:
    1. All Payments by Date Range (i.e. credit card payments)
    2. All Pending Payments (i.e. check/cheque payments)
    3. All Invoiced Items by Date Range
  4. Select the report you wish to run, if applicable, complete the on-screen date criteria and run the report
OR
  1. Click Dashboard
  2. Click Financial Reporting in the left-side menu
  3. Select the Date Range for the report you wish to run the financials for.
  4. Click Export CSV button
  5. In the excel file under the Module column, filter on the Corporate Membership invoices

How to find / download / email all NEW Corporate Members?

  1. Click Dashboard
  2. Click Corporate Membership in the left-side menu
  3. In the horizontal menu, click Email/Download

  4. Click the Corporate Members tab

  5. Click Go for New Members
  6. Select Member type group(s)
  7. Enter a Start and End date for the membership range
  8. Select Company Contact(s)
  9. Click the Advance button
  10. Click the Download/Email button
    1. To download, click the Download Excel button, select if you want only the Company Data or include the Company Staff data, select the fields to include in the download file or click Check All and scroll down and click Download Report
    2. To email, click Send Email button, Compose the message and Send


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