Membership Financial Detail Report

Reports Central: Membership --> Overview

This report lists detailed financial information about each member.

Report Parameters

Selected report parameter information displays below the title of the report.

Parameter Name	Required	Description
Associations	Required	Choose the specified association you want to run this report on from the drop-down list.
Membership Packages	Optional	Choose the specified membership package you want to run this report on from the drop-down list.
Membership Invoice Date From	Required	Choose the specified membership invoice date from you want to run this report on from the date text box.
Membership Invoice Date To	Required	Choose the specified membership invoice date to you want to run this report on from the date text box.

This report can produce output in a browser window (HTML) or as an Excel spreadsheet containing the following information:

Column Name	Description
Member Name	Lists the member name.
Member Customer Type	Lists the member customer type.
Contact Name	Lists the contact name.
Organization Name	Lists the organization name.
Join Date	Lists the membership join date.
Effective Date	Lists the membership effective date.
Expiration Date	Lists the membership expiration date.
Dues Package/Bundle	Lists the membership package or bundle type.
Member Type	Lists the member type.
Chapter Name	Lists the chapter name.
Invoice Code	Lists the associated invoice code.
Business Unit	Lists the business unit.
Dues Amount (Home)	Lists the dues amount (home).
Dues Amount (Transaction)	Lists the dues amount (transaction).
Dues Paid (Home)	Lists the dues paid (home).
Dues Paid (Transaction)	Lists the dues paid (transaction).
Latest Payment Date	Lists the latest payment date.
Balance Due (Home)	Lists the balance due (home).
Balance Due (Transaction)	Lists the balance due (transaction).