How do I create a new membership report?

  1. Make sure you are on the Reports page by clicking on the "Reports" tab on the menu bar at the top.

  2. Click "New." This action will open a new window. In this window, click "Membership" to take you to the Membership page.

  3. Configure the view to meet your requirements. You may change the Smart Group or change the date range or select a specific smart group.

  4. Click "Save Report." A new window will appear.

  5. Type in the name of your report. Click "Save."

Note:  Your report will be saved for later viewing under the Reports tab.  The report will be starred, which adds it to your report list as a favorite.