Membership Account Screens - Membership Account Filters & Download Reports

Modified on Tue, 02 Apr 2024 at 11:52 AM

Membership Account Screens

1. Membership Account data is on the Dashboard for easier access.

2. Membership Account Reports are integrated into the Membership Account screen so you can review and download the reports quickly. 

3. Membership Account Reports include: 

    a) The standard fields that are associated with account.

    b) Your customized fields (such as legacy account number or bond amount due).  

    c) Account Tags

    d) Additional items such as the count of members on the account.  

4. Filters for the Membership Account Reports can be saved for long-term needs. 

Instructions for accessing the Membership Account Screens & Reports

1. Go to your Members Splash Dashboard Screen.  You will see a new Membership drop down.
2. Click Membership>>Accounts




3. The following screen will appear.

4. From here you can use the drop-downs to the left to filter using the simple method. 

5. The Manage Filters button contains the reporting filter features. 



Instructions for using the Membership Account Reports & Filters

1. Select the Manage Filters button.  The following screen will appear. 

2. From this screen you can select the fields that best suit your needs.  

3. You can save any filter that your build for later use by giving it a descriptive name.

4. Select your fields and save the filter using the Create New Filter.

5. Once saved you can update or delete the filter as your needs change using the buttons on the top right. 



 Instructions for downloading your report 

1.  Click the Box at the top of the screen to Select all of the records on the page.

2. This will bring up the option to select every record, (not just the first 25) 

      “All 25 records on this page are selected. Select all 34 records “

3. Click the link that says “Select all 34 records”.  

4.  The screen will confirm you are selecting all records. 

      “All 726 records are selected. Clear selection” 

5. Click the DOWNLOAD CSV Button.

 Your report will download as normal. 

Helpful Hint: Verify the Number of Members on Accounts 

For our clubs who sell individual, couple and family memberships you may have a limit on the number of members allowed on certain types of accounts. The filter on our Membership > Accounts screen allows you to see how many members are on any given account quickly.

Click the Manage Filter button and scroll down to the Choose Standard Fields to Display in Results section. Select # Members then hit Apply Settings. That will return a list of accounts and will show you the member count per account. 

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