Covers: Members submenu lists, filters, table export, Send Message

Member reports are lists under the Members sidebar — Active Members, At-Risk, Lost, Dormant, Upcoming Renewals, and more. Use them to review groups of people and optionally message or export the table.

Sidebar → Members → choose a list (for example Active Members, Members At Risk, Members Lost, Dormant Members, Upcoming Renewals, New Members, Birthdays, Feedback)

For Active, At-Risk, Lost, and Dormant definitions and how to work those lists, see

1. Open the report from Members

2. Set any date or filter options shown on the page

3. Search or sort the table as needed

4. Optional: select rows → Send Message to email / SMS / WhatsApp / app (see Communication → How to send a broadcast message)

5. Optional: use the table Export control for CSV / Excel / PDF / Print of what is on screen

• Send Message needs Basic (or broadcast addon) and the right channel setup

• Table Export is immediate in the browser — for large emailed Excel dumps use Export Data instead