Membership report : Social Planet

Created by: Michael Hillier

Modified on: Wed, 5 Apr, 2023 at 9:52 AM

Search for client's that have not renewed their memberships ideal for incorporated associations where memberships are determined by payment status.

1. If you need to create client memberships view this article

2. Go to Main Menu, select Clients, then Memberships

3. Select Membership Comparison

4. Select on the Memberships drop down then Apply filter

5. In the Membership pane, view the member Name, Email, Membership No and their Status, select CSV to download the membership data

Michael is the author of this solution article.

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