RiderHQSIGN IN

Multiple membership types in report

SEP 2018

Now you can include multiple membership types in a custom group report, so (for example) you can have a single report that includes emergency contact details of all members, instead of having a separate report for each membership type.

The new link is 'Extra membership types' on the Custom Report screen:

 

Or, to create a report across all membership types from scratch, first go to the group dashboard and click 'Custom report' under the 'Group reports' menu:

You can add or remove membership types as above and edit the columns, to include questions from all the different membership forms (we'll merge questions of a the same type and name into a single column):

Other than that the report works exactly as before (you can save the report, export to Excel, share with a link and so on)