Smart Search Membership Groups as at Date

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 >

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

• This action redirects you to the Smart Search Results Repository

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

Step 6 - Drag and drop or use the arrow buttons to transfer the available 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

• This action will download the search export to a CSV file