QUICK TIPS
How to Build Reports in Member Tracking

There are 115+ standard reports in the Member Tracking System. Please review the tabs to determine what type of report you’re looking for. Follow these steps to build reports specific to your needs:

1. From the Main Menu, click on Reports

2. You will see a variety of Member reports available. Look through these reports, to see if you find what you need. Click through the other tabs from the top, which include Members 2, Calendars, Groups/Schools/Activities, Organization/Unit, Demographics and Financial

3. Click on the report you need. Example: Let’s say you need a count of members and income levels. Click on the Financial tab, and then click on the report called Income Report. This will take you to the Universal Selection Engine

4. From this screen, you can build your report based on specific needs or requirements. From the left-hand side of the screen, place a checkmark next to the fields you need, to narrow your search. Once you select those parameters, click on the preview button to view your report. You may be prompted to select a date range or income level. Choose your desired selections, then preview the report or print it for your files. If you choose “Count,” it will only provide the number of current members with the parameters you selected

5. If you need timeframe parameters, use the choices available on the right-side of the Universal Selection Engine screen. For example, you can choose among all members or an individual member. You can specify dates of attendance, entry dates or expiration dates. Once you select your parameters, choose preview to view your report

EXAMPLE:  To pull a list of Active, Male members who attended your club in October

1. On the Time Frame window above click on the Attended at least on day and fill in the dates from 10-01-03 to 10-31-03

2. To choose Active members, click on the box to the left of Membership Status and on the right a choice will appear for Active or Non Active, click on the Active checkbox

3. To choose only Male members, click on the box to the left of Genders and on the right a choice will appear for Male or Female, click on the Male checkbox

4. Then click on Count to get a count from your choices

5. Then click on Preview to view the list or Print to print it

EXAMPLE 2: To pull a list of Active, 5-8 year old members from a particular school

1. On the Time Frame window above click on the All Members in the System

2. To Choose Active members, click on the box to the left of Membership Status and on the right a choice will appear for Active or Non Active, click on the Active checkbox

3. To choose 5 to 8 year olds, click on the Ages checkbox on the left and fill in the low age of 5 and the high age of 8.99.  This will include all 8 year olds.

4. To choose a particular school, click on the School checkbox on the left and then choose the particular school from the list on the right.

5. Click on Count to get a count from your choices

6. Click on Preview to view your list

NOTE:  You can choose from any of the reports available by clicking on the Select a Report dropdown. 

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