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Expiring Memberships

Generate a report on memberships by expiration date

Reports

Reports

Click on the Reports Link

Expiring Memberships

Expiring Memberships

Click on Expiring Memberships

Note: Use the Navigation Sidebar to quickly navigate to other Reports without having to return to the main Reports page.

Generate Report

Generate Report

1. Select the Start Date.

2. Select the End Date.

3. Filters

  • Membership Type:  Allows you to only list a specific Membership Type.
  • Include Auto-Renewing contracts:  Checking this option will list expiring contracts that are set to auto-renew.
  • Include contracts even if a newer contract exists:  Checking this option will list an expiring contract even if the owner of the contact has another contract that is set to expire on a later date.  If this is not checked, a contract expiring during this date range will not be shown if the contract’s owner owns any other contract with a later expiration date. If a specific membership type is selected, only newer contracts of that type will be considered. Newer contracts owned by other clients and shared with the expiring contract’s owner will never be considered.

4. Click on Generate Report.

Note:  Option 3 is only useful if you have purchased the Advanced Memberships module.  If you do not currently have the advanced membership module and would like more information about it please contact a sales representative in your region.

Generated Report

Generated Report

Note: You can export this report by selecting a format and clicking export.

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