Email/Download Membership
How to Download a Financial Report of Member Dues
- From the Admin Dashboard, click Dues Management in the left side menu
- Click Go button beside the Payment Records
- Select which member types to include in the report
- Hint: Hold down CTRL / COMMAND button to multi-select
- Select the Start Date and End Date of the time period for the report
- Click Download Excel
Another method:
- Click Dashboard
- Click Financial Reporting in left-side menu
- Enter a Start Date and End Date
- Ensure there is a checkmark beside Membership Module (remove checkmarks beside any other modules)
- Click Export CSV button
- Note: To include all invoice items in the download (one invoice item per row) - click Export with Extended Invoice Item Detail
- The file will download to your default downloads folder.
How to Email Active Members
- Click Dashboard
- Click Dues Management in the left side menu
- Click Go button beside Active Members
- Select a member category type
- hold down the Shift key - click the first and last group to highlight them all
- OR hold down the CTRL / Command Key and click to highlight more than one individual group
- Enter or Select a Members As of This Date
- Click Send Email button
- Compose a message
- Click Preview Email button
- Click Send Now or click the Calendar icon, select a date and time, then click Schedule Email
How to Download a List of Active members
- From the Admin dashboard, click Dues Management in the left side menu
- Click Go button beside Active Members
- Select a member category type
- Select more than one type by holding down the CTRL/COMMAND button and highlighting each category to be included
- Enter or Select a Date
- Click Download Excel button
- Note: the file will contain relevant membership information such as date added, expiry date and contact details for each member
How to Email / Download a list of Expired Members
- Click Dashboard
- Click Dues Management in the left-side menu
- Click Go button beside Expired Members
- Select a member category type
- Enter or Select an Expired As of Date
- e.g. if you want to include those with a date of 12/31/2017 set this value as 01/01/2018
- Click Send Email button
- NOTE: To download a list of expired members, click Download Excel button
- Compose a message
- Click Preview Email button
- Click Send Now or click the Calendar icon, select a date and time, then click Schedule Email
How to Find a list of Auto-Renew Members
- From the Admin dashboard, click Dues Management in the left side menu
- Click Go button beside AutoRenew Members
- Click Download Excel / Send Email (to pull up an email compose screen)
How to Email / Download a list of Members who changed Groups
- Click Dashboard
- Click Dues Management in the left-side menu
- In the Download/Email section in the top left area of the screen, scroll in the list and click Go button beside New Members
- Select the Member Categories you wish to include in the report.
- Provide a start and end date
- Click Advance
- The gird will update and display any matches
- Click Download button to download a file / Send email if you wish to email
How to Email / Download a list of New Members
- Click Dashboard
- Click Dues Management in the left-side menu
- In the Download/Email section in the top left area of the screen, scroll in the list and click Go button beside Switching Group Members
- Select the Member Categories you wish to include in the report.
- Provide a start and end date
- Click Advance
- The gird will update and display any matches
- Click Download button to download a file / Send email if you wish to email
How to Email / Download Members by Country
- Click Dashboard
- Click Dues Management in the left-side menu
- In the Download/Email section in the top left area of the screen, scroll in the list and click Go button beside Members Location
- Select the Member Categories to include in the report.
- Select the Country/Countries to include in the report
- Click Advance
- The gird will update and display any matches
- Click Download button to download a file / Send email if you wish to email
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