The tribe Reports screen provides two lists: Members, with account and balance information, and Memberships, with package, price and billing dates. Both lists include only the tribe you have opened.
Choose and filter a report
- Open your tribe, select Memberships, then select Reports in the left-hand menu.
- Choose Members or Memberships in the Select Report field. Members is selected initially.
- Use Search to find a name, company name or email address. Choose a Status to narrow the rows; the initial selection is All.
- Use Columns to choose which fields to display. An empty selection displays all available columns. You can sort by ID or Status.
Download the results
Select Export to download an Excel workbook. It contains every row matching your search and status, in the selected order, with the columns you selected. The page size only changes the on-screen table; it does not limit the download.
Keep the tribe in mind
A tribe is one location, branch or business unit inside your organisation. This report has no tribe selector because its scope is the tribe you opened. For an organisation-wide report, return to the organisation Memberships menu.