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How do I customize Member Reports?
How do I customize Member Reports?
Daniel Freire avatar
Written by Daniel Freire
Updated over 2 years ago

To customize Member Reports, you can use filters to sort the data. By default, we have several Member Reports that you can view at quick glance.

Clicking on a Saved Filter, it will filter out the members within the specified criteria. You can then print or export that data.

STEP 1: Go to Members

STEP 2: Click Filter Icon in the top right corner

STEP 3: Click on the Pre-Populated Saved Filter to Filter Member Report

STEP 4: Simply View it as is, Export a file or Print

To create a custom view:

  • Click on 3 dots

  • Click Edit

  • Change criteria and name as necessary

  • Click Save & Overwrite Filter

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