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How do I customize Member Reports?

Written by Daniel Freire

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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