Membership Account Screens - Reports & Downloads

Modified on Wed, 10 Aug 2022 at 11:43 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 old method. 

5. The Manager Filters button contains the new reporting features. Click here to use the new reports & filters.

 

 




Instructions for using the Membership Account Reports & Filters


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

2. From this screen you can select the fields that best suit your needs.  You can save any filter that your build for later use. 








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

4. 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.



6. Your report will download as normal. 



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us how can we improve this article!

Select atleast one of the reasons

Feedback sent

We apprciate your effort and will try to fix the article