How to use member reports
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.
Where
Sidebar → Members → choose a list (for example Active Members, Members At Risk, Members Lost, Dormant Members, Upcoming Renewals, New Members, Birthdays, Feedback)
What each status means
For Active, At-Risk, Lost, and Dormant definitions and how to work those lists, see
How to use a list
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
Tips
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
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