Running Member Reports

Overview

The Member report gives you your member roster and details across three views: Profiles, Benefits, and Contacts. Each is its own entry in the Reports list. Use it to review member information, export a roster, or pull benefit and contact lists. This article shows you how to open each view, filter by status, and export.

Before You Begin

• You need Reports access. If you cannot open the Reports area, contact your administrator.
• Member profiles should be complete for the most useful results.

Steps

Step 1: Open the Member Report

Select Reports from the main navigation, then choose Member Profiles, Member Benefits, or Member Contacts from the list.

Step 2: Choose a View

Each list entry opens its own view — there is no in-page switch, so return to the Reports list to see a different one:

• Profiles — the member roster and profile details.
• Benefits — each member's benefit records.
• Contacts — each member's contacts.

Step 3: Filter by Status

On the Profiles view, use the Status filter to focus the report on members with a particular status — All, Active, Hold, or Inactive.

Step 4: Read the Columns

Each view has its own columns:

• Profiles — Name, Member ID, Custom ID, Status, name parts, Enrollment, Termination, CACFP, email and phone fields, Address, Medicaid ID, Birthdate, Age, Gender, Race, Marital Status, Languages, and more.
• Benefits — Name, Benefit ID, Member ID, Custom ID, Benefit Type, Status, Start Date, End Date, Days, Allow Unscheduled Days, Required Hours, Limit Type, Limit Days, and Billing Rate Type.
• Contacts — Name, Member ID, Custom ID, Type, First Name, Last Name, Email, phone fields (Mobile, Home, Work) with their permissions, Employer, and Notes.

Step 5: Export the Report

Use the download icon above the table to export the current view as a CSV file for use in a spreadsheet. The export reflects the current view and filters.

Tips

• Pick the view that matches your goal. Use Profiles for a roster, Benefits for authorization details, and Contacts for a contact list.
• Filter by status for a clean roster. Focusing on active members gives a clean census figure.
• Export Contacts for mailings. The Contacts view includes the fields you need for family communications.

Troubleshooting

Related Articles

• Understanding Available Reports
• Running Demographics Reports
• Exporting Reports to CSV and PDF