Smart Search Membership Groups as at Date

Search for and export Membership Groups as at a select date i.e. 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

1. Select Smart Search from the main menu
2. Choose Members for the search Output 
3. Click the Next: Build Criteria button
4. Set the Criteria for the Memberships in each of the Search Field options:
   • Field Section = Membership
   • Field Name = Group
   • Field Operations = In
   • Field Value = select the required Membership Groups (tick box)
   • Time Period = Exists On and Set Date to the first day of the month
5. Click the +Criteria button
6. (Optional) to include any Resigned Members click the X next to the Member Status Equal to Current in the Search Criteria space to remove it
7. Click the Next : Preview Results button. This action returns a list of the smart search results
8. To Export the results to CSV - tick the Selected all check box and select Export Members from the Bulk Action button menu options