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Create a membership report

Use a membership template to create and save a report with criteria different from those offered by the built-in membership reports.

  1. Click on Reports > Membership Reports > click the New Member Report button.
  2. On the Create New Report Template screen, click one of the membership report templates and enter your criteria.

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  1. Click Preview Report to check your results.
  2. If you like what you see, click Create Report, then enter the information you want to save this as a new membership report.

See Reporting to learn more about working with reports in general.