Overview
Using GameDay's Report Builder feature, administrators can create a custom membership report that allows them to pick and choose report fields to present the data associated with the registrants of a specific Membership Form. This report is known as the Membership Advanced Report.
This report is designed to be used to extract any that was answered by members when completing a specific membership form, including:
- Member information
- Products purchased
- Order details
- Custom questions
- Documents uploaded
- Notes added to member records by administrators
Step-by-Step
Step 1: Open the Report Builder:
From the left-hand menu, click REPORTS
Toggle over to the REPORT BUILDER tab
Click BUILD REPORT
Step 2: Select the Report Type and Membership Form
Select the Membership Advanced report option.
In the Membership Form field, choose the relevant Membership Form that you want to use as the basis for your report. Selecting a Membership Form ensures the report only displays members who have registered through that specific form.
Give the report a name that reflects what you're looking to identify with the report, then click SAVE.
Step 3: Build your report
Use the fields available in the left-hand panel to select the fields you want to display on your report. You can also change the order by dragging and dropping the fields on the central panel (fields at the top of the page will display in the left-most column of the report).
You can also filter specific fields by relevant parameters if you want to narrow down the report's results.
Step 4: Preview and export your report
You can use the PREVIEW button at the bottom of the page to display a preview of the first 20 records of the report.
You can also use the GENERATE REPORT button in the output menu to download your file from the Notifications widget to export your report to CSV
Step 5: Save your report
Finally, click the SAVE button at the bottom of the page to save the report in your database, which can then be used again from the Report Builder list
