Generate a report on memberships by expiration date
Click on Expiring Memberships
Note: Use the Navigation Sidebar to quickly navigate to other Reports without having to return to the main Reports page.
1. Select the Start Date.
2. Select the End Date.
- 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.