How to Report on Current Members
When you wish to see information about your current members, there are two main reports you’ll use :
- Reports & Till > Standard Report > Member > Current Members
- Reports & Till > Standard Report > Member > Current Memberships
These reports let you pull a list of all current members, and you can customize the fields to include the specific info you wish to see.
Current Members
This report shows anyone who was considered a current member at any point during the period you’re reporting on.
Keep in mind, some members on this list might have expired or cancelled since then, but they were active at some stage in the period.
Pro tip: set the same start and end date to keep it simple and accurate.
This is the most commonly used report when you just wish to see member info without much filtering.
Current Memberships
This report shows all memberships that were active in the selected time period.
It works a lot like the Current Members report, but with one handy extra feature, before running it, you can filter by specific membership type and/or membership category.
This saves you time accessing this information, because you don’t need to create a separate filtered copy of the report to achieve this.
Common Questions this Covers
- How do I see a list of all current members
- How do I check current memberships
- Can I filter members by membership type or category
- What’s the difference between Current Members and Current Memberships reports
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