Query Memberships by Fiscal Year

Lana Meador

I am trying to pull a listing of all members, segmented by membership level and sorted alphabetically by last name, who were current at any point during our previous fiscal year. I will be using this list for publication in our Annual Report. How do I do this in query? I've tried a few different criteria, but am not having any luck.

James Andrews

Lana Meador:
I am trying to pull a listing of all members, segmented by membership level and sorted alphabetically by last name, who were current at any point during our previous fiscal year. I will be using this list for publication in our Annual Report. How do I do this in query? I've tried a few different criteria, but am not having any luck.

You'd query something like this:

History All Renewed On Dates between (start of FY) and (end of FY)

OR History Joined On Date between (start of FY) and (end of FY)

OR History All Rejoined on Dates between (start of FY) and (end of FY)

OR History Expires On between (start of FY) and (end of FY)

That'll basically grab anyone who renewed their membership, joined, rejoined, or expired in your fiscal year. It's important to note that if you want to restrict it to certain categories or programs, you'll have to include the program clause for each of the above, and put each in parentheses.

There's probably some way to get it via an output query from one of the canned membership reports, but I'm not sure which.

Lana Meador

James Andrews:
You'd query something like this:

History All Renewed On Dates between (start of FY) and (end of FY)

OR History Joined On Date between (start of FY) and (end of FY)

OR History All Rejoined on Dates between (start of FY) and (end of FY)

OR History Expires On between (start of FY) and (end of FY)

That'll basically grab anyone who renewed their membership, joined, rejoined, or expired in your fiscal year. It's important to note that if you want to restrict it to certain categories or programs, you'll have to include the program clause for each of the above, and put each in parentheses.

There's probably some way to get it via an output query from one of the canned membership reports, but I'm not sure which.

Thank you, James! I think this is going to work for me.