One of the most well-used parts of TidyHQ is capturing membership data. By using our inbuilt report generator, you can run reports on any of your membership levels, membership status, member name or by date.
Once you have the results, you can either add them to a contact group (new or existing), print to PDF or export CSV.
Membership report basics
Go to Memberships > Reports.
You can run reports and use filters using any of the following:
Membership level
Membership status
Member name
Date
To see your records, select Search.
Customised reports and custom fields
To capture additional information or fields in your report, select the grey Options button and then select or de-select the fields that you require on your report and then Search.
Using your report data
Once you have run your reports and are viewing the results, you can do a few other things:
Add the contacts to a contact group (new or existing)
Print to PDF or
Export CSV
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