Membership labels report

Filters

Report Filter

Hyperlink

The following filters are available on the Membership Labels report page: Package, Package Category, Membership Start Date Range, Membership Expiration Date Range, Transaction Date and Time Range, Member, Customer Type, Customer City, Customer State, Customer Zip/Postal Code, Demographic, Package Site and Alternate Key Value.

Note that with the Customer filter, if a 'Mailing Name' had been included in the customer's information in your system's database, this name will appear in place of the selected customer's name on the report.

Click the Report Filter link to learn more about reports and their filters.

Options

Residency

Dropdown list

Include enrollees on the list based on their residency status:

• Active Residents (have current residency status)

• Non-Residents (do not have residency status)

• Expired Residents (have residency status, but it has expired)

• All Customers

Retired

Dropdown list

Option to filter reports by customer status. The options are:

• All Customers - includes both retired and active customers

• Exclude Retired - includes only active customers

• Only Retired - includes only retired customers

Primary Members Only

Checkbox

Option to display only primary members in the report.

These are the primary customers that the membership packages are assigned to.

If this option is not selected, all members attached to the membership will be displayed, and (P) will be used to indicate the primary member.

Renewable Packages Only

Checkbox

Option to only include customers with renewable packages in the report.

Membership Expiration Status

Dropdown list

Option to include customers depending on the expiration status of their membership packages, as selected from the following options:

• Any: Include all customers with current or expired memberships, or both.

• Not Expired Memberships: Include only customers who have current memberships, and have no expired memberships. This includes only current customers in the report.

• Expired Memberships: Include only customers who have both current and expired memberships. For example, a customer who has 2 memberships: one that is current, and one that is expired.

• Only Expired Memberships: Include only customers who have expired memberships, and have no current memberships. This will include only past customers in the report.

Include 'No Promotional Email' Customers

Checkbox

Select this option to include customers who have opted not to be included in the promotional email mailing list.

Tip: This option is useful for sending non-promotional email to customers (e.g. renewal notices, statements, etc.).

Include 'No Promotional Postal Mail' Customers

Checkbox

Select this option to include customers who have opted not to be included in the promotional mailing list.

Tip: This option is useful for sending non-promotional postal mail to customers (e.g. renewal notices, statements, etc.).

Unique Addresses (labels)

Checkbox

Option to create only one address label for each household, regardless of the amount of household members listed for a membership.

Customer Name Format

Dropdown list

Option to list customers by: Lastname, Firstname, or Firstname, Lastname.

Output Type

Dropdown list

Option to select the output type or format of the report, from a predefined list.

The options are Adobe Acrobat Reader, HTML, or Microsoft Excel.

Sort Options

Sort Options

Dropdown list

Option to sort the report either by Customer Name, Zip Code + Address, or Zip Code + Customer Name.

Click the Report Filter link to learn more about using sort options.

Save Report Definition

Report Title

Text

Option to save the report definition for later use.

Click the Report Filter link to learn more about report titles.