Overview of Exporting your Member Data

Learn how to pull your complete membership table into a CSV file for deeper analysis.

Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

Exporting your member table allows you to access and analyze your Organization's data more comprehensively. With Join It, this process is streamlined and user-friendly.

Instructions on Exporting Member Data from the Member Table

Main Method: Members Export via Member Table

  1. Access Your Member Table: Begin by navigating to your member table. You can do this by visiting the following link: Member Table.

  2. Initiate Export Process:

    • Scroll to the bottom of the member table page.

    • Locate and click on the "Export Members" option.

  3. Select Data Fields:

    • Choose the specific member data fields you want to include in the export. This can include membership types, email addresses, expiration dates, and more.

  4. Export Report:

    • After selecting the desired fields, click the green "Run Custom Report" button.

    • Your member data will then be compiled into a CSV file, you'll then want to click on 'Download File'. Depending on the size of your data, the download may take a few moments.

Alternative Method: Members Export via Insights Tab

  1. Access the Insights Tab:

    • Alternatively, you can export member data through the 'Insights' tab located on the left-hand side of your dashboard.

  2. Navigate to Reports:

    • Within the Insights tab, locate the option for 'Reports' button, from there you'll select 'Membership Reports'

  3. Choose your desired Membership Report:

    • On this page, you can choose which Membership Report best suits your needs.

  4. Select Data Fields:

    • Choose the specific member data fields you want to include in the export. This can include membership types, email addresses, expiration dates, and more.

  5. Export Report:

    • After selecting the desired fields, click the green "Run Custom Report" button.

    • Your member data will then be compiled into a CSV file, you'll then want to click on 'Download File'. Depending on the size of your data, the download may take a few moments.

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Frequently Asked Questions:

How can I print my Membership list?

To print a list of your Members, you'll want to export a Membership Report and then you can print that!

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