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Knowledge Base |
Reports - Member Export
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This article will guide you through generating the Member List report. This tool will create an Excel file member list.
Requirements - A Master Admin login or a staff login with the following permissions:
Navigate to Reports > Members/Customers > Member Export. Select the Customer Type you wish to export: Prospects, Active Customer/Member, or Inactive Member, Active ENTIRE Date Range.
Click on Run Report. The Excel Export file will appear below.
The Excel export will contain the following information:
#ID - Prospect/Member ID number
ConvertedID - Converted ID number
Barcode - Prospect/Member barcode number
Type - This is a ClubReady development team column, please disregard
First Name - Member First Name
Last Name - Member Last Name
Date Added - Date first added into ClubReady
Gender - Male or Female
DOB - Member date of birth
Address, City, State Zip - Member's address
Phone - Member's phone number
Email1, Email2 - Member's email addresses
Alt Phone, Cell Phone, Work Phone - Member's phone numbers
Current Due - Amount of the member's past due balance
Credit Balance - Amount the prospect/member has in a credit balance
- Reporting - Can access reports
- Reporting - Can access clients: customer excel export
Member List Filters & Excel Export
Navigate to Reports > Members/Customers > Member Export. Select the Customer Type you wish to export: Prospects, Active Customer/Member, or Inactive Member, Active ENTIRE Date Range.
Click on Run Report. The Excel Export file will appear below.
The Excel export will contain the following information:
#ID - Prospect/Member ID number
ConvertedID - Converted ID number
Barcode - Prospect/Member barcode number
Type - This is a ClubReady development team column, please disregard
First Name - Member First Name
Last Name - Member Last Name
Date Added - Date first added into ClubReady
Gender - Male or Female
DOB - Member date of birth
Address, City, State Zip - Member's address
Phone - Member's phone number
Email1, Email2 - Member's email addresses
Alt Phone, Cell Phone, Work Phone - Member's phone numbers
Current Due - Amount of the member's past due balance
Credit Balance - Amount the prospect/member has in a credit balance
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