Why?

• Create a report that shows a contact's memberships, including who they are linked to and their relationship.s

 

 

How?

 

 

 

 

Navigate to a contact record. The Common Tasks  icon is located in the Contact Overview Bar at the top of the screen. Select it to open the Common Tasks modal. From the Common Tasks modal, select "Run a Report..." Afterwards, choose "Membership Report" from the Contact Reports modal that appears. Membership reports in bulk (multiple contact records), are done from the Contact Options of Advanced Search. Advanced Search Contact Options

 

 

 

Additional Resources

• How-To use the Common Tasks Menu and Contact Record Reports
• Advanced Search Contact Options