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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 10 months 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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