Members Lists with Exports
Track joins, renewals, lapses, and payments for every member.
Found in the main AMS Menu under Members, Members, Members Lists with Exports, these reports provide lists of members in the various categories listed. All Member list reports display the member category based on the current membership folder. The New, Renewed and Returning reports are based on financial history and display the membership category at that time. The Expired and Active reports are based on folders only.
- Individuals that have Joined- shows individuals that have joined, based on financial history, in a date range; can be limited to a Member Category and Type.
- Individuals that have Renewed- shows individuals that have renewed, based on financial history, in a date range; can be limited to a Member Category and Type.
- Individuals that have Expired- shows individuals that have expired (based on the membership folder) in a date range; can be limited to a Member Category and Type.
- Individuals that have Returned- shows individuals that have returned in a date range (based on financial history); can be limited to a Member Category and Type.
- Payments for Individuals that have Joined- shows payments for individuals that have joined, based on financial history, in a date range; can be limited to a Member Category and Type.
- Payments for Individuals that have Renewed- shows payments for individuals that have renewed, based on financial history, in a date range; can be limited to a Member Category and Type.
- Payments for Individuals that have Returned- shows payments for individuals that have returned, based on financial history, in a date range; can be limited to a Member Category and Type.
- Detail Aged Receivables for Individual Members- shows money owed by individual members, based on entry date (between two values), batch date (batches on this date or earlier), with options to show Pro Forma Batches and limited to a Member Category and Type.
- Organizations that have Joined- shows organizations that have joined, based on financial history, in a date range; can be limited to a Member Category and Type.
- Organizations that have Renewed- shows organizations that have renewed, based on financial history, in a date range; can be limited to a Member Category and Type.
- Organizations that have Expired- shows organizations that have expired (based on the membership folder) in a date range; can be limited to a Member Category and Type.
- Organizations that have Returned- shows organizations that have returned, based on financial history, in a date range; can be limited to a Member Category and Type.
- Payments for Organizations that have Joined- shows payments for organizations that have joined, based on financial history, in a date range; can be limited to a Member Category and Type.
- Payments for Organizations that have Renewed-shows payments for organizations that have renewed, based on financial history, in a date range; can be limited to a Member Category and Type.
- Payments for Organizations that have Returned- shows payments for organizations that have returned, based on financial history, in a date range; can be limited to a Member Category and Type.
- Detail Aged Receivables for Organizational Members- shows money owed by organizational members, based on entry date (between two values), batch date (batches on this date or earlier), with options to show Pro Forma Batches and limited to a Member Category and Type.
- Individual Active Member List (w/Grace Period)- Listing of individual active members (based on the membership folder) for the current date, including those in their grace period; can be limited to a Member Category and Type.
- Organization Active Member List (w/Grace Period)- Listing of active organization members (based on the membership folder) for the current date, including those in their grace period; can be limited to a Member Category and Type.