Run a Member Status Report

For Broker
Written by Rachael Seida
Updated 2 years ago
  1. Login here 
  2. Either select desired client from the list on the left or search for the client in the search box
  3. Click on the Reports tab at the top of the page
  4. Hover over the Standard Reports option to see the full list of report options
  5. Click on the Member Status option
  6. Enter the client in the search box and click Search
  7. Select the client from the drop down on the right side of of the search bar
  8. Select the division from the drop down option right below that
  9. In the Terminated Status Change Date Start text box, enter: 01/01/1900
  10. In the Terminated Status Change Date End text box, enter: 12/31/2099
  11. For Report Formats select: “CSV - Comma Separated Values Text File”
  12. Click Queue Report
  13. When the page loads, the report you just ran should show up at the top of the page
  14. Click the Download Results link
Note: Reports are only kept for 7 days in the system. Please download the report and save a copy if you would like to reference the report again in the future.

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