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Membership Report

You can run a pdf report that will display all membership relationships for contacts, either individually or in bulk.

To run individually:

Go to the contact's record and click the Common Tasks icon in the upper right menu area:

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Then, select Run a Report:

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Then, select Membership Report:

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Below is an example of what this report might look for an individual:

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To run in bulk:

The same report can be run for more than one client by going to your Advanced Search page, selecting your desired contacts and then selecting Reports from your Contact Options.

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