Memberships is currently in beta testing. If you are a current REACH client interested in joining our beta testers, please sign up here.

The Memberships Report is used to generate a report of current, past due or cancelled members from your Membership Program.

To generate a Memberships Report, go to:

Reports > Report List > Memberships Report 

Or, directly from the Memberships page, click Memberships Report in the top right

Available Search and Filter Fields#

Here are the available Search and Filter fields in a Memberships Report:

• Quick date range – choose from preset dates (MTD, YTD, etc.)
• Date range – enter a Start Date and End Date
• Cancelled date range
• Membership program – choose from your Membership Programs
• Membership status – Active; Current; Current, Past Due or Cancelled; Past Due; Cancelled 
• Membership payment type – Online; Offline; Check; Cash; etc. based on your payment types 
• Supporter/sponsor date of birth – commonly used if you want to send a birthday card/gift to Members on birthdate 
• Supporter/sponsor month of birth – commonly used if you want to send a birthday card/gift to Members on birth month
• Group – based on Supporter Groups
• Supporter tags – based on Supporter Tags
• Supporter state
• Supporter country 

Additional Options#

As with all Reports in REACH, you can save as a Report Template to use later and/or schedule as an auto-generated weekly or monthly Recurring Report.

The Select Columns to Display button can be used to add additional information to your generated report for filtering and sorting. Simply click the checkbox to include any of these columns in your generated Report.  

Click Search to generate your Memberships  Report.