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Member Report - Members Filter Options

Filter members on the Membership > Members screen, choose columns, and export the results.

The Members screen lets you find individual members by account, member, and missing-data criteria, choose the columns you see, and export the results.

Open the Filters

  • Go to Membership > Members.

  • Click Filters to open the filter options.

Filter Options

Account

  • Account type: the account types set up on your site.

  • Payment status: Paid, Unpaid, Pending.

  • Show closed accounts: Any, Yes, No. Members of closed accounts are hidden unless you include them.

Member

  • Member type: the member types set up on your site.

User type (each is Any, Yes, or No)

  • Billing member

  • Houseguest

  • Active

Missing data

  • Has no value in: find members missing First name, Last name, Email, Photo, Cell phone, Home phone, Work phone, Birthdate, Gender, or Barcode.

  • Click Apply to filter once, or Save as view to reuse the filter later. Saved views appear in the dropdown next to Filters (defaults to All members).

  • Click Clear all to reset the filters.

Choose the Columns to Display

  • Click Columns to show, hide, or drag to reorder the information shown in the results.

Export the Results

  • Select the members to export with the checkboxes (or the header checkbox to select all on the page).

  • Click Export and choose CSV (.csv) or Excel (.xlsx).

Note: Export is greyed out until at least one member is selected.

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