CiviCRM Tutorials

This tutorial describes the steps for generating various membership-related reports.

After a report is generated...

1. Click on the "All xxx record" radio button
2. In the '- more actions -' drop-down select the action you'd like to complete:
3. Export Contacts
4. Mailing Labels
5. Schedule/Send a Mass Mailing
6. etc.

Active Membership

1. On the CiviCRM menu click on Search >> Find Contacts - Advanced Search
2. In the 'Search Views' drop-down select "Membership Report"
3. In the 'Group(s)' field check off "Active Members"
4. At the bottom of the page click on the "Search" button

New Members by Chapter

1. On the CiviCRM menu click on Search >> Find Contacts - Advanced Search
2. In the 'Search Views' drop-down select "Membership Report"
3. In the ''Group(s)' field check off the desired chapter
4. In the 'Memberships' section locate the 'Membership Status' field and check off "New"
5. In the same section you may wish to narrow down the date of joining - if so, enter the date in the 'Join From' field
6. At the bottom of the page click on the "Search" button