Smart Search Membership Groups as at Date

Modified on Fri, 22 Dec, 2023 at 11:27 AM

Use Smart Search to export Membership Groups as at a select date i.e. you want to report on the number of members you had in each membership group as at the start of the month.


To review membership group movements generate the Group Statistics History Detailed Report. More report information >


Quick Guide

Step 1 - Navigate to Smart Search > Members > Next: Build Criteria

Step 2 - Enter Criteria Fields:

                    Field Section - Membership

                    Field Name - Group

                    Field Operation - In

                    Field Value - Select the membership groups to include in search results

                    Time Period - Exists on and set date to the first day of the month i.e. 1/10/2023

Step 3 - Click +Criteria button

                    To include resigned/deceased members in search results click the X to remove the default criteria:

                    Member Status Equal to Current 

Step 4 - Select Next: Preview Results

Step 5 - Tick the Select All box in the results table and from the Bulk Action drop menu select Export Members

Step 6 - Drag and drop or use the arrow buttons to transfer the data fields from the left to the right of the export table. 

                    Recommended fields: Preferred Name, Surname, Member Number, Gender, Join Date, Latest Resignation Date, 

                    Latest Reinstated Date, Primary Group (note this is the group the member is in now, not what they were at the

                    date selected in your smart search field), Group, Start Date, End Date

Step 7 - Select Export CSV




Step by Step Guide

Step 1 - Navigate to Smart Search > Members > Next: Build Criteria


Step 2 - Enter Criteria Fields:

  • Field Section - Membership
  • Field Name - Group
  • Field Operation - In
  • Field Value - Select the membership groups to include in search results
  • Time Period - Exists on and set date to the first day of the month i.e. 1/10/2023


Step 3 - Click +Criteria button

  • To include resigned/deceased members in search results click the X to remove the default criteria: Member Status Equal to Current 


Step 4 - Select Next: Preview Results


Step 5 - Tick the Select All box in the results table and from the Bulk Action drop menu select Export Members


Step 6 - Drag and drop or use the arrow buttons to transfer the data fields from the left to the right of the export table.

  • Recommended fields: Preferred Name, Surname, Member Number, Gender, Join Date, Latest Resignation Date, Latest Reinstated Date, Primary Group (note this is the group the member is in today, not what the group they were at the date selected in the smart search criteria in Step 2), Group, Start Date, End Date


Step 7 - Select Export CSV



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