List of reports available for the Members application

A number of reports are available in the Members application. These reports allow you to export the results of a search (or all of the results) as an easy-to-read Excel file.

To create a report, click on the Excel Export button, then find the file in the Reports submenu for the Members application.

It may take a few minutes to generate the report depending on the amount of information in the file. To make your job easier, an email will be automatically sent to you when the report is ready.

Members Application Reports

Report name

Description

Where to generate the report

Member list

Exports all of the information associated with a member. Custom fields are included in the report.

In the Members menu, above the list of members.

List of organizations

Exports all of the information associated with an organization. Custom fields are included in the report.

In the Organizations menu, above the list of organizations.

Membership list

Exports all information associated with a membership: member name and email, status, creation date, membership start and end dates, membership name and description, and payment information.

In the Memberships menu, above the list of memberships.

List of continuing education trainings

Exports all members’ continuing education trainings, with their date and number of units.

In the Continuing Education menu, above the list of submitted trainings.

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