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Membership Summary screen

The Membership Summary screen allows the user to review a report showing current membership levels and changes (losses, gains, etc.) experienced during the selected time frame.

Use the Membership Summary screen

1. Log In to the Data Center Application to display the Data Center ribbon menu.

2. Complete one of the following procedures as appropriate to display the Membership Summary screen.

   • Select Memberships > Membership Summary from the main menu.
   • Select Reports > Membership Reports > Membership Summary from the main menu.

   

3. Complete the desired procedure(s) with onscreen features.

   Date Range fields	Enter starting and ending dates in the Date Range fields to display only events from the defined time frame.
   Submit button	Click the Submit button to activate the selected list restrictions (Date Range).
   Raw Data and Report tabs	Click the Raw Data tab to display a grid that can be filtered, sorted, and grouped. Click the Report tab to display and print a report showing data as filtered, sorted, and grouped on the Raw Data tab.
   Grid Layout Controls	Complete the following to save a layout: Select the desired combination of filters, sorts, groupings, etc. Note: Filters selected in the Attributes section are not included in a saved layout. Enter a name for the layout in the Default Grid Layout field. Note: Some screens allow the user to modify and save changes to the default (Default Grid Layout) layout, though most do not. Click the Save button beside the field to save the current layout under the name in the field. Select the desired layout from the Default Grid Layout drop-down to recall that layout. Note: Select the Default Grid Layout option to recall the default layout.
   Sort and Filter Reporting Screen Data	Use these controls on the Raw Data tab as needed to modify the list. Enter a term (string of characters) in the Search field to display only records containing that term. Click the Clear Search (X) button to undo the Search field filter. Click the Clear All button to undo all filters. Click the Toggle Filters button to display filter controls at the tops of the columns. (Click again to hide the controls.) Click the Export to Excel (Table) button to export the data to an Excel file formatted like the Raw Data tab. Click the Column Chooser button to hide or display individual columns.
   Report controls	Use these controls on the Report tab as needed to modify the report. Click the green Back and Forward arrow buttons to move through report history. Click the red Stop button to stop historical navigation. Click the green Refresh button to refresh the information on the screen. Click the blue First, Previous, Next, and Last buttons to move through the report's pages. Click the Page Setup button to modify the report's page size, orientation, margins, and source as desired for printing. Click the Print Preview button to display a preview of the printed report. (Click the button again to return to the original view.) Click the Print button to print the report. Click the Export button to display a drop-down menu of export options.

   • View the Membership Summary List