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Reporting and Managing Member information
Reporting and Managing Member information

Effortlessly export and manage member information in PDF and CSV formats with TidyHQ.

Updated over 10 months ago

You can export your Member information in both PDF (for printing) and CSV (for viewing in a spreadsheet) format.

Go to: Memberships > Reports

By default, all Membership records of Active and Partial status are displayed with Membership Level, Contacts, Start and End Dates and Status.

You can, however, display and export the Contact's membership information you may require.

Select the Options> button.

Exporting Membership Information

Select the fields you require to be included in the Report - you can select and de-select any of the fields that are included in your Contact's profile (including any Custom Fields).

Selecting required fields for the Report

Once you've selected your required fields, click Search.

The Print button will create a PDF of the returned list.

The Export CSV button will create a CSV (spreadsheet) of your list and download it to your computer.

Using Reports to "Add to Group"

You can use Reports to find Members who, for instance, you may want to contact e.g. Expired Members.

In the example below, the Report shows Expired Members of a particular Membership Level. They can be added to a Group (in this case, "Expired Reminder") and then in turn, that Group can be used to email them to remind them to re-join or renew.

Adding Group from Search Results


You can now use your Group to email as required.
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Expired Reminder

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