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Revamped Membership Customer Report

A lot of new membership functionality has come about since the Membership Customer Report was created--that report even pre-dates renewals and upgrades, not to mention the more recent changes to renewed/upgraded members.

To be consistent with the other Customer reports, we revamped this report to reflect who has what right now. Beforehand, this report indicated it could be used as a transaction report (and wasn't serving that purpose very well). We removed order codes and swapped out the purchase date filters for a new Status filter.

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This makes it easy to see, at a glance, all active members and/or all lapsed/lost members as of right now.

If you haven't used it before, the Membership Customer Search is a very handy complementary tool--where you go to see all the people who share memberships and view membership benefit usage. If you want transaction-detail on each membership purchase/renewal/upgrade, the Membership Transaction Export will give you precise transaction details on each membership. Purchase dates and order codes were removed from this tool as well.

Also, for alerts about each membership purchase, you can receive email alerts to emails set in your Account Settings page--just look for Membership Purchase Notification Email Recipients.

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Or similarly, get Slack messages by checking off the second box in Manage Integrations.

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For those of you who used to use the Membership Customer report to alert yourselves of recent membership purchases, we are soliciting your feedback for additional features. If you used this report in the past, please tell us more about how you'd use it--what actions or processes this info would set into motion in your organization.